Customers & Vehicles

Common operations when working with the Customers & Vehicles Tab

cv1 - Updating/adding vehicles to existing customers
 Navigate to the following screen and choose a customer to update/add vehicle information: To add a new vehicle for the customer, in the next scr...
Thu, 16 Feb, 2017 at 6:54 PM
cv2 - Managing Customers
An overview:  Clicking on any customer in the table allows you to edit their information:
Thu, 16 Feb, 2017 at 6:54 PM
cv3 - Managing vehicles
Navigate to the following page: A list of saved vehicles is shown. To edit any information, any vehicle where the cursor turns into a hand:
Thu, 16 Feb, 2017 at 6:55 PM
cv4 - Adding a new customer/3rd party information
This is done from the following screen (similarly for 3rd party information) Enter customer information the following page:
Sat, 18 Feb, 2017 at 3:57 PM
cv5 - Merging/Transferring vehicles or customers
Navigate to the customer whose vehicles you wish to merge/transfer: Click the Merge/Transfer dial and choose merge/transfer action: On...
Thu, 16 Feb, 2017 at 7:05 PM