KB1639 CRM - New Assigning/Creating Client Flow

# Avrio 4.0 Mobile - SilverWare POS

1. Click on Assign Client

2. Click on Mobile (or any lookup by field)

3. Click on Enter Mobile:…

4. Click on OK

5. CRM Finds no Match

6. Click on Add New

7. Auto Populate Search Field

whichever fields you just used to search will auto populate the value you just inputted

8. Click on Account Details For More Fields

9. Details Part 2

10. Click on Save