Adding Multiple Address Types (Lenders)

VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on  Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Sales > Maintenance > Sales > Lenders

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Lending Company.

2. Select a Lender by clicking on the corresponding line.

Within the Lenders screen:

1. Click the Address Line 1 hyperlink to open the Addresses window.

2. Click the [Add] button to open the Address window.

3. Click the Address Type dropdown.

4. Select the Address Type for the address being added from the dropdown.

5. If this address is to be the Primary for this type, click the Primary dropdown and select [Yes].

6. Input the Company Name, Address, City, State, Zip and Phone Number in their appropriate fields.

7. If applicable, input the Fax Number and FEID (Federal Employer Identification Number).

8. Click the Contact field and input the name of the contact person.

9. Click the [Save] button in the Address window

10. Click the [Save] button in the Addresses window.

11. Click the [Save] button in the Action Ribbon.

. Addresses marked as Primary will print on forms within the deal.