Add a New Account Record

You can create new account records. Before you add an account, print and review a list of all existing accounts.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new account, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Accounts > Chart of Accounts.
2. Click New and select New Account.
3. Enter a unique identifier and specify the remaining account information on the tabs of the form.
4. Click Save.