When adding a new customer in Navigator, you must first search for their name to ensure no duplicate records exist. Once the search is complete, the New Customer button will become available.

Steps to Create a New Customer Record

1. Search for the Customer

  • Navigate to Marketing > View Customer/Prospect
  • Enter the customer’s name in the search field
  • Once the search is complete, the New Customer button will become active

2. Click the New Customer Button

  • Click New Customer to begin creating a new record

3. Enter Customer Details

  • Fill in the required fields for the customer, including:

    • Name
    • Contact Information
    • Address

  • If no vehicle details need to be added, click Close and Save

Creating a Business Customer Record

  • Select the Business tab instead of the default personal customer tab
  • Enter the business name and relevant company details
  • If no vehicle details need to be added, click Close and Save

Adding Vehicle Details (If Required)

  • Click the Vehicle tab
  • Enter the vehicle’s registration number
  • Click the VRM button to automatically retrieve and populate the vehicle details
  • Complete any remaining fields
  • Click Save and Close

Confirming the Customer Record

  • Perform another customer search to ensure the new customer record has been created successfully