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Deleting Additional Customer Loyalty Numbers

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Service > Miscellaneous > Customers

or

Parts > Miscellaneous > Customers

or

Sales > Miscellaneous > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

3. Select the Customer Loyalty hyperlink to open the Customer Loyalty Number window.

4. Select the “X” at the end of the corresponding customer loyalty number.

5. Select the [Save] button in the window.

6. Select the [Save] button in the Action Ribbon.

· If all Dealer customer loyalty numbers are deleted, then no customer loyalty numbers will be displayed in the Customer Record.

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