Add Customer

Tap the Add Customer button on the Customer Search screen.

Where available, it is recommended that you search for and select a code or entry by tapping the search icon.

The fields on the Add Customer screen are:

Field Description
Status The current status of the customer profile (Active, Inactive or Prospect).
Category

The customer category that controls which name fields appear and which are mandatory. Options are:

  • Business—a business.

  • Individual—an individual.

  • Internal—an internal account. Non-taxable if Avalara is enabled.

  • Related—the customer is related to the dealership. Typically used for an employee.
Business/Customer Name The name of the business or the name of the individual customer.
Address Line 1/2

The customer's address.

Address information is used for mailing the customer invoices and statements.
City The customer's city.
Country/Province/State

The customer's Country/Province/State.

The Country/Prov/State code must be entered using a specific format.

Postal Code The Zip or Postal code for that customer.
County The abbreviation of the county where the customer resides. Mandatory once a country is selected and if county codes are configured in IntelliDealer.
Phone Number The customer's phone number.
Cell Number The customer's cell phone number.
Email An email address for the customer.
Salesperson The salesperson responsible for this customer.
Search 1 The first five characters of a customer’s last name or a company’s first name.
Search 2 A secondary search field up to 10 digits long.
Location The default location assigned to the customer.
Township The abbreviation of the township where the customer resides.
Lot The customer's lot number.
Concession The customer's concession number.
Business Classification The customer's business classification, assigned by your dealership.
Size The customer size classification, assigned by your dealership.
Type The customer's business type, used for classification purposes.
Owner Indicates whether the equipment is operated by the owner. Other dealer-defined codes can be used.
Equipment

Used to indicate a rating code for the Equipment Profile tab, as defined by your dealership.

Once you have entered the required information to add the customer, select the Add Customer button to add the entry.