Click "Customers".

Search for existing customers by name, address or phone number.

Click "Go" or press Enter to generate search results.

Click on the customer's Actions Menu (...).

Select "View Customer".

To view, add, or edit Customer information (name, address, email, tax exempt status, or pricing level), click on the "Customer" section.

To enter or edit a phone number (including opting in a mobile number to receive SMS messages) click on the "Phone Number(s)" section.

To add a notation or comment regarding the Customer, click on the "Notes" section.

To view, add, or edit a charge account, click on the "Charge Account(s)" section.

To activate/deactivate a customer, click on the "Active" dial.

To view, add, edit customer vehicles, click on the "Vehicles" tab.

To add customer attachments (Documents, images, etc.), click on the "Attachments" tab.

To set up parts or labor discounts or to customize a customer labor rate, click on the "Discounts" tab.