Overview
After creating a customer profile, you can add or edit the following customer information in Customer Details:
- Account Settings: First Name, Last Name, Phone Number, Email, Preferred Language, Delete Customer
- Driver’s License: Driver's License info, add/remove from the Do Not Rent list
- Insurance: Insurance info
- Payment Method: Payment info
- User Notes: Customer-specific notes
- Contracts: Customer-specific contracts
Add or edit information
- Select Customers from the main navigation
- Search for the customer, then select their full name
- In Customer Details, select the applicable tab
- Input or edit details
- Select Save