Apr 12, 2024
63
When a Customer seems to disappear they have most likely been overwritten.
9 times out of 10 following these steps will help you restore that Customer Profile.
- Go to Find RO on the Main Menu on the WIP screen
- Type in the Customer's name
- Look for the last Closed RO for that Customer and Vehicle and write down the RO number
- Proceed to Settings
- In the Settings Menu click on Re-Open RO
- Type in the RO number then click on Re-Open RO
- Once the RO is open click the Edit button for the Customer box within the RO
- Most of the time the Customer's information will be different from what is on the RO
- Once the corrections are Saved in the Customer Edit box you can Close the RO again
- Search for you Customer to make sure the information has been restored.