Customers and Customer Profiles

Removing a Vehicle from a Customer Account
If you need to remove a vehicle from a customer’s account, simply click on the vertical ellipses at the end of the vehicle description row. Then select Dele...
Mon, 28 Aug, 2023 at 8:16 AM
Adding a New Customer
Add a New Customer Overview   Table of Contents: How to Add a Customer Individual Customer Fleet Customer   How to Add a Customer: There are two wa...
Tue, 9 Jan, 2024 at 8:31 AM
Fleet as a Customer Type
“Fleet” as a Customer Type Table of Contents: Summary Creating a Fleet Customer Converting an existing “Individual customer” into a Fleet customer...
Wed, 28 Jun, 2023 at 12:31 PM
Removing Customers
Note: The program does not allow the complete deletion of a customer. This is because of the interconnected nature of the service history data. The work h...
Tue, 26 Sep, 2023 at 2:14 PM
Can You Search By Plate Number?
Yes, you can search by plate number by selecting the Magnifying Glass on the left-side toolbar.
Mon, 28 Aug, 2023 at 8:23 AM
Vehicle History
All vehicle history is sorted by VIN in Shop Manager. You can assign a vehicle to any customer's account, regardless of ownership, as many times as you ...
Mon, 28 Aug, 2023 at 8:25 AM
How to Add a Classic Car or Vehicle with Non-Standard VIN?
The program will decode standard 17-digit VINs for production vehicles built in 1981 or newer.  If you need to add a car without a standard VIN, first clic...
Tue, 26 Sep, 2023 at 2:03 PM