What if I can't find an account on the map on the Accounts page?

If you can't find a retailer account, check the filters to make sure they're set correctly (on-prem vs. off-prem, invite date, status, etc.).

 If an account cannot be found by name, try searching the street number in the street address. This may also be necessary when searching for a location that is not nearby. 

Click the Add New Account button if you cannot find your account. Once added, this new account should appear when using the search bar and as a dot on the map of the Accounts page.

⚠️ Before manually creating a new account, make sure the account cannot be found in E-Vite. Duplicates of the same account could cause your team to send new E-Vites and reminders to account contacts who already received them.

Adding a New Retailer Account

To add a new retailer account:

1. Go to the Accounts tab, then click the Add New Account button.
2. Search for the account by name or address in the search bar and choose from the locations that populate.
   1. If a location is chosen, the account information will auto-populate in the fields, the address, city, state and zip fields will be locked (not editable). You can choose to edit the name by clicking the Check here to edit Account Name box. 
      

      ⚠️ Updating an auto-populated account name risks creating duplicates if your team searches for the account using the original name or address. This could result in E-Vites sent to an account that has already received invitations.

   2. If the name or address does not auto-populate the account's information into the fields, the Account Name Found by Google field will be filled with the whatever you used to search. If this happens, be sure to click the Check here to edit Account Name box to correctly name the account so it is easy to find in future searches on E-Vite.
3. Add the Premise Type (on or off) and Class of Trade (business type, e.g., Restaurant), then hit Save New Account.

💡 On the Home page, you can quickly search for, invite, and add new accounts with the Accounts widget. If you do not see an account, confirm that you've chosen the correct premise and state before clicking Add New Account.