cv5 - Merging/Transferring vehicles or customers

Modified on Thu, 16 Feb, 2017 at 7:05 PM

Navigate to the customer whose vehicles you wish to merge/transfer:




Click the Merge/Transfer dial and choose merge/transfer action:




On the pop up, tick all vehicles to merge/transfer. When done, hit Merge/Transfer (Merge in this example) to finalize the action:





The process is similar for customers.

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