Creating a New Customer

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. 

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Watch this video to learn more!

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To create a new customer:

1. Click the Create Quote tab. 
2. Search for the vehicle to associate with the new customer. 
3. Click the Customer tab. 
4. Leaving all fields blank, click Search. 
   
5. Search results will show the entire customer database. Click Create to add a new customer. 
   
6. Fill in the customer's details. 
   
   Options include: 
   • Title
   • Customer Name
   • Address
   • Postcode
   • Telephone
   • Fax
   • Email
7. Click Create. The customer's Details are now saved and a quote can be created. 

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KB Article #5861