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Missing Customer
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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.
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