Customer Screen Fields

The Customer Screen features a number of fields in which you can enter, and edit, information. Click on any field in the figures below for a field definition:

Customer Administrative Data

The top portion of the Customer Screen contains administrative information.

Click your mouse pointer on any field below for a definition:

 Customer Marketing Fields

Just below the Administrative Data are fields for Customer Retention Marketing (CRM) purposes.

Click your mouse pointer on any field in the graphic below for a definition:

Customer Credit Status

Click your mouse pointer on any field in the graphic below for a definition:

The Customer Credit Status boxes in the upper-right corner of the Customer screen provides information about the credit status and history for the customer. Choose Update Customer Status to open a dialog box in which you can update customer information.Customer Vehicle Status Grid

The Vehicle section in the lower part of the Customer Screen provides information about the Customer's vehicle(s).

The rows of this grid provide status information about a Customer's vehicle(s). When you enter a new customer, the grid is empty. As you add vehicles for the customer, the rows of the grid are populated with vehicle information.  The fields of the Customer Vehicle Status grid are defined below.

Click your mouse pointer on any field below for a definition: