Customer Information

The software collects and tracks customer information on the vehicle's buyer and cobuyer as well as the vehicle's titled owner and coowner. Multiple tabs divide the entry screens into logical sections for easy data entry.

Entering a New Customer

When entering new customer information, fill out the required data fields on the screen.

If the buyer is a business, do not enter information into the First Name or Middle fields. These fields are for personal name information only. To enter a business name as customer information, type the business name in the Last Name field. Also, when entering a business name, be sure to select a value of Bus. from the Title box to tell the software that this customer is indeed a business.

When entering a phone number, be sure to enter the phone number in the format 555-555-5555.

Entering a Co-Buyer

If the co-buyer has the same address as the primary buyer, you can save time by clicking the Copy Buyer Address button at the top of the Co-Buyer section. This will copy the buyer's address information and use it to fill in the co-buyer address information.

If the title will be in the name of both the buyer and co-buyer, click in the box marked Co-Title. If this box is checked, the software will recognize that the title for the vehicle being sold will be in the name of both the buyer and co-buyer. By default, the software takes the buyer's information and uses it to complete the owner's information for titling purposes. When you check the Co-Title box, the software will then also use the co-buyer's information to complete the co-owner information as well. You can change and override the titling information at any time.

Recalling an Existing Customer

To recall the information for an existing customer, click the Existing Customer button. The software will display the Existing Customer window.

At the top of this window are entry boxes to help filter the display of existing customers. This way, you can easily find the customer information you need. You can filter your display by entering the customer's last name, first name, phone number, or loan number. Any combination of these criteria can be used.

Once you have found the customer listing you would like to use, click on the listing to highlight and select it. Click the OK button to have the software add the customer's information to the current deal.

To exit the Existing Customers window without making a selection, click the Cancel button.

To clear the filter boxes at the top of the window, click the Clear Filters button.