Create a New Client Record on the General Tab

When you create an opportunity record, you may become aware that you need to specify a client that does not yet exist in your database. If this happens, you can create a new client record via the General tab.

If Vision 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 create a new client record on the General tab of the Opportunity Info Center, complete the following steps:

1. In the Primary Client field on the General tab of the Opportunity Info Center form, click New. Vision opens a blank client record in a separate browser window.
2. Enter client information and specify a unique identifier for the new record.
3. Click Save. Vision closes the separate browser window, creates a new client record, and adds the client's name and related information to the General tab.
4. Click Save.

Postrequisite: After you create the new record, you must use the Client Info Center to modify it.