Inputting a PDI (Physical Damage Insurance)

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 > Physical Damage Insurance

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon.

2. Click the Company field and input the Company name.

3. Click the Agency field and input the Insurance Agency name.

4. Click the Agent’s Name field and input the Insurance Agent’s name.

5. Input the street Address, Zip, City, State, Phone, and Fax number as needed.

6. Click the [Save] button.