Page Content
Overview
Dealerware Web makes it easy to manage Customer Profiles. Learn how to search for customers or add, edit, and delete Customer Profiles.
Search for a Customer Profile
Before adding a new customer profile in Dealerware, it's best practice to first search for the customer to determine if they already have a profile.
- Login to my.dealerware.com
- Select Customers from the main menu
- Input name, phone number, email address, or driver's license # in the Search Customers field
Add a Customer Profile
If a customer profile does not already exist, you can create one by following the steps below.
- Login to my.dealerware.com
- Select Customers from the main menu
- Select + New Customer
- Input the customer's first and last name, mobile number, and email address (email is optional for customers in the United States and mandatory for customers in Canada)
- Select Add Customer
- Select View New Customer Profile
- Complete the remaining sections of the customer profile in Customer Details
*It's advised to create new customer profiles using Dealerware Mobile to leverage the driver's license and credit card scanning features and capture an image of the customer's insurance.
Edit a Customer Profile
After creating a customer profile, you can add or edit the following 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
To add or edit details, follow the steps below.
- 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
Delete a Customer Profile
Using Dealerware Web, you can permanently delete a customer profile at the customer's request or when duplicate profiles exist.
If active contracts exist (active contract statuses include: Booked, Pending, and Started), you will be unable to delete the customer profile. First, complete or cancel any active contracts.
Follow the steps below to delete a customer profile.
- Select Customers from the main navigation
- Search and select the applicable customer profile
- In Customer Details > Account Settings, select Delete Customer
Implications of Deleting a Customer Profile:
Unsettled Balances
- Dealerware will alert you when attempting to delete a customer profile associated with an unsettled balance.
- You should first charge the balance before deleting the profile. You will be unable to charge the balance after you delete the profile.
- After profile deletion, unsettled balances will be accessible in Dealerware via Contract Details > Billing, but they cannot be charged.
Dealerware Artifacts and Reporting
- Customer information will be anonymized and appear as "Deleted Customer" throughout the Dealerware platform and all affiliated artifacts (contracts, customer agreements, receipts, reports, etc.).
- To request a copy of a Customer Agreement that's affiliated with a deleted customer profile, contact Dealerware Support.