Customers can be created and associated with specific vehicles. Use the Customer tab within Create Quote to create a new customer.
Note: You can only create a new customer once the vehicle is added.
Watch this video to learn more!
To create a new customer:
- Click the Create Quote tab.
- Search for the vehicle to associate with the new customer.
- Click the Customer tab.
- Leaving all fields blank, click Search.

- Search results will show the entire customer database. Click Create to add a new customer.

- Fill in the customer's details.

Options include:- Title
- Customer Name
- Address
- Postcode
- Telephone
- Fax
- Click Create. The customer's Details are now saved and a quote can be created.
KB Article #5861