Transfer a vehicle to another customer

Modified on Tue, 17 Oct, 2023 at 1:42 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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article