Client Management           Master Account Management                     Creating a New Master Account

Creating a New Master Account (continued)

Adding a Subaccount to a Master Account (continued)

13.  Custom Fields tab - If your company is using Customer Custom Fields, please refer to your company's policies and procedures for this form.  When finished, click on the Save button located at the lower right of the form.  A confirmation message will be displayed confirming you are ready to save the new customer (Subaccount) - click on the Yes button to proceed.

3331                                                                      FRM3331

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