Customers
Accessing and editing customer profiles
By Rebecca and 1 other2 authors19 articles
- Transfer Vehicle From One Customer to Another
- Opting in Customer Phone Numbers
- Merging Customers
- Vehicle History
- View or Edit Customer Profiles
- Charge Accounts: Linking
- Customer History
- Creating a New Ticket from a Customer Profile
- Assign a Customer Pricing Level
- Adding New Vehicles to Existing Customers
- Adding New Customers/Vehicles
- Adding Customer Discounts/Labor Rates
- Adding Notes to Customer Profiles
- Adding Attachments to a Customer's Profile
- Activating and Deactivating Vehicles
- Activating and Deactivating Customers
- Creating Charge Accounts
- VIN Scanner
- Adding Notes to Customer Profiles