Customer record

1. Customer record

   One page for everything a customer has done with you: cars, enquiries, sales, service, warranty and invoices.

2. Merge a duplicate

   When the same person exists twice, merge the duplicate into this record. Everything of the duplicate moves here and the duplicate is removed.

3. Edit

   Change contact details, address, tax number, language and marketing consent.

4. At a glance

   How many cars, leads, sales, invoices and work orders this customer has.

5. Profile

   Contact details, address, tax number, language and marketing consent.

6. History

   Tabs for their cars, leads, sales, service, warranty, invoices and consents. Each line opens the record behind it.