Transfer a vehicle to another customer

Modified on Tue, 17 Oct 2023 at 01:42 PM

Please see the attached video on how to transfer a vehicle from one customer to another.

Customer prospect > Vehicle tab > click the 'Update' button next to the Reg No and click transfer to new/current customer > this will bring up a customer search screen.

Here you can create a new record or load an existing customer record up then save and close > When searching by the reg number it will now display against the new customer.

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