General Customer Information
This screen is accessed from a customer's Customer Activity window by selecting and then selecting .
Click on the part of the screen you have questions about!
Customer Rating and Grouping
Customer Rating and Grouping is used to separate different "types" of customers. To allow "Grouping" and "Sub:Grouping" you must check the "Print Reports by Customer Grouping" box in system options. For a longer explanation on ratings and groupings, click here.
Source of Customer
The Source of Customer area allows your dealership to track how people are referred to you. Top of Page.