Adding an additional vehicle to a customer with an existing fleet is a straightforward process in Navigator. Follow these steps to ensure the new vehicle is correctly linked to the customer's record.

Steps to Add an Additional Vehicle

Step 1: Access the Customer Record

  1. Navigate to the Marketing Module from the main menu.
  2. Search for the customer in question using their name, ID, or other identifying details.
  3. Select the customer and double-click to open their record.

Step 2: Access the Vehicle Section

  1. Within the customer record, go to the Vehicles tab.
  2. Select an existing vehicle or proceed directly to the update section.

Step 3: Add the Additional Vehicle

  1. Click the "Update" button next to the vehicle list.
  2. Select the "Add" option to add a new vehicle to the fleet.
  3. Enter the necessary details for the additional vehicle, such as registration number, make, model, and any relevant specifications.

Important Note

  • Updating Customer Records vs. Vehicle Fleet: When selecting "Update Record", it will only update the customer’s general information and not the associated vehicle fleet. Ensure you are in the Vehicles tab to correctly add or update fleet details.