You should enter a customer into MRM when that customer does not already exist in MRM’s database. Verifying that the customer isn’t already stored in the customer database will reduce duplication errors that may cause problems in the future.
If you know the customer does not already exist in MRM, go to Adding a New Customer.
To verify that the customer isn’t already stored in MRM, follow the steps below:
1. Click on the Customers folder in the cabinet located on the left side of your screen.
2. Click Customers grid to show all customers in Mobile Resource Manager or click Customer search by Name grid to search by the customer’s name.
3. Check the database to verify that they are not entered in MRM.
4. Go to Adding a New Customer to enter a New Customer in MRM.