This article will show you how to add Contact and Shipping Addresses to Customer Records
With the Customer Records you can add it directly on the Customer Record or "on the fly" from a Customer Order, this article will explain both options
This will allow the Dealership to record all Customer Contacts and Shipping Addresses on the relevant Customer Record
Adding Contact and Shipping Addresses from the Customer Record
Navigate to the relevant Customer Record and then down to the section - Contacts & Shipping Addresses
Any Contact or Shipping Addresses that is attach to this Customer Record will list in this section
To add a new Contact or Shipping Address > click on for the Add Contact/Shipping Address popup
Give the new item a Name - this will be an identifier and then indicate by using the radio boxes if you are adding Contact or Shipping Address
For example, I am adding a new Contact to this Customer Record, complete the fields - don't forget to
Once you have it will now list in the Contact & Shipping Addresses section
Tip:
Did you know that you can now use the Contact Name for searching in both the Global Search and as a Customer on a Customer Order?
Adding a Contact and Shipping Addresses from a Customer Order
From a Customer Order > Customer section you can add an existing Contact or Shipping Address OR add new Contact or Shipping Address
Adding an existing Contact / Add a new Contact
If you click on it will list any existing Contacts listed on the Customer Record for you to make your selection of which Contact you want to list on this Customer Order
OR you can and add a new Contact details - don't forget to
Once you select a Contact, you can see it in the Customer section
On the Customer Order documentation, it will also list the Contact details
Adding an existing Shipping Address / Add a new Shipping Address
If you click on it will list any Shipping Addresses listed on the Customer Record for you to make your selection
OR you can and add a new Shipping Address - don't forget to
Once you select a Shipping Address, you can see it in the Customer section
On the Customer Order documentation, it will also list the selected Shipping Address
Tip:
Any new Contact or Shipping Address added on the fly from the Customer Order will now list on the Customer Record in the Contact & Shipping Addresses section