Overview
Dealerware Web makes it easy to locate, add, edit, and delete Customer Profiles. Learn more below.
Locate a Customer Profile
Before adding a new profile in Dealerware Web, it's advised to first search for the customer to determine if they already have a profile. Learn how to search for a profile below.
- Login to my.dealerware.com
- Select Customers from the main menu
- Input name, phone number, email address, or driver's license # into the Search Customers field
- Select the profile to redirect to Customer Details
- If a profile does not already exist, add a new profile.
Add or Edit Customer Details
After creating a customer profile, proceed to add or edit the following details in Customer Details.
Customer Information: Personal Details, Driver's License, Preferred Language
Insurance Information: Provider Details & Photo
Payment Information: Preferred Payment Method
Notes: Customer Notes