Modifying Additional Customer Loyalty Numbers

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Parts > Miscellaneous > Customers

or

Service > 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 Numbers window.

4. Click in the Number field and modify the customer loyalty number, if applicable.

5. Click in the Source field and select a different source, if applicable.

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

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

· The customer may have multiple Dealer customer loyalty numbers.

· Only the first Dealer customer loyalty number listed in the grid will be displayed in the Customer Record.