Select or Create Account

The Select or Create Account screen displays the customer(s) in the accounting system that are a potential match for the account you are linking in Sage SalesLogix. You can choose an existing customer to link, create a new customer record, or refine your search criteria and search again.

To select

Open the Linking wizard and proceed through the previous screen.

Complete the Select or Create Account screen, and click Next to go to the next step.

Depending on your choices, you may need to search for matches or merge data.

Box	Description/Action
Link [account name]	Displays any customer accounts in the accounting system that are a potential match for the account you are linking. Select this option and the customer you want to link to. If the information in the account and customer records do not match exactly, you must merge the data.
Create a new Customer account for [account name]	Select this option to use the Sage SalesLogix account record to create a customer record in the accounting system.
Refine or expand search for an existing account	Select this option if you cannot find an existing customer record in the accounting system and you want to change your search criteria and search again. This option is only available if the accounting system has implemented filtering.

Box

Description/Action

Link [account name]

Displays any customer accounts in the accounting system that are a potential match for the account you are linking. Select this option and the customer you want to link to. If the information in the account and customer records do not match exactly, you must merge the data.

Create a new Customer account for [account name]

Select this option to use the Sage SalesLogix account record to create a customer record in the accounting system.

Refine or expand search for an existing account

Select this option if you cannot find an existing customer record in the accounting system and you want to change your search criteria and search again.

This option is only available if the accounting system has implemented filtering.