Part 1: Adding and Searching for a Customer
Adding a New Customer
From the Work Screen - Using Quick Setup
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Click New
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Fill in as much customer information as possible.
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Note: Last Name / Business is the minimum requirement to continue
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Click Add to Document
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Tip: Click Add Vehicle from here to skip a step. The vehicle will be added to the new customer's vehicle list.
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From the Customer Menu
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To add a new customer, click Customer >> New.
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Fill in the customer information.
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If the Customer ID is left blank, one will be created automatically.
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Save time by using the Post Code Lookup to complete the customer address.
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After entering in all required information, click Save.
Searching for an Existing Customer
From the Work Screen - Using Quick Search
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Click Search.
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Select a Search Criteria option to determine the type of search to perform.
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Name - First/Last Name, Business Name or Customer ID
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Phone - Cell, Home or Work
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Address - Street Address, City, State or Zip
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Vehicle - License or VIN
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Fill in the search box for the selected criteria and click Search.
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Select a customer from the results list
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Tip: Click New Customer / New Vehicle if no record was found.
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Verify or fill in the customer details and click Add to Document.
From the Customer Menu
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To search for an existing customer, click Customer >> Search.
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Fill in the required information and click Search.
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Type % in the Customer box to display a list of all customers.
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The Customer box can also be used to search by Customer Number.
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Adding Detailed Customer Information
See Adding Detailed Customer and Vehicle Information.