After adding a customer, a vehicle can be added to the customer. Multiple vehicles can be tied to an individual customer record.
- On the Customers menu, select Manage Customers.
- Search for a customer.
- Select a customer record.
-or-
Double-click to select the customer record.
The Customer Information, Vehicle Information, and Customer Group(s) tabs open.
- Click the Add Vehicle button.
The Vehicle dialog box appears.
- In the State, select a state where the car is licensed.
- In the *License box, type the customer's license plate number (*this is the only required vehicle field).
- If necessary, in Site box, select a site. (This is for club membership.)
NOTE: Users must be in a Security Role that has permission to change the Site for a Customer and Vehicle.
- In the Make, Model and Year boxes, type in vehicle information. Word complete predicts the word a user intends to enter after only a few characters have been typed into the Make, Model or Year boxes. An offered selection can be accepted at any time.
- In the Color box, type the color of the vehicle.
NOTE: Club Customers Only, see Add Vehicle for Club Customer.
- Click the OK button.
- Click the Save button.
- Next, you can add any other available customer information, or add customer to a group.