Add a New Customer Record

Use the Customer Info Center to create new customer records. Each customer record must have a unique identifier.

If GovWin Capture Management 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 customer record, complete the following steps:

1. From the GovWin Capture Management Navigation menu, click Info Center > Customers.
2. Click New and select New Customer to open a new customer record.
3. In the Number field on the Customer Info Center form, enter a unique identifier.

   If you configure GovWin Capture Management to use the automatic numbering feature, you cannot enter a number in this field. Instead, [AUTONUMBER] displays in this field.

4. In the Name field, enter a unique name for the customer.
5. Specify the remaining customer information on the tabs of the Customer Info Center form.
6. Click Save.