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Adding a Customer Relationship

You can add up to three owners, three security interest holders, two lessees, and two primary operators to a vehicle.

You can add a customer relationship while completing the following procedures:

To add a customer relationship
  1. On the Relate Customers tab of the transaction window, in the line of the type of customer relationship you want to add, click Add.

    The Search window appears, displaying the Customer tab.

  2. Enter search parameters to find the customer you want to add to the vehicle.
  3. Click Search.

    The Results tab appears, listing the results of your search.

  4. Do one of the following: