Finding/Updating a Customer in MOVRS

You can update all customer information except the assigned customer type. For example, you can update an address when a customer moves to a new location or update a person's last name to reflect a change from their maiden name to married name. When you update a customer record, the updated information is reflected in any windows that display this information. In addition, a history of most changes is documented on the appropriate tab in the Customer Maintenance window.

Caution: If you need to change the name on a title to a new individual or organization, you should not use the Customer Maintenance window. Instead, use the Title and Registration window to transfer the title to the correct customer.

When you modify an address on a customer record, the address is modified for all of the associated vehicles. However, this does not change the address on the titles.

Tip: If you inadvertently replace the information in a customer record with the information of a different individual or organization, correct the information using the Customer Maintenance window. To find the record you changed, search for the original customer. The customer with whom you replaced the original customer is listed in the search results. Open the customer record and correct the information.

To update a customer

1. On the Customer menu, select Manage Customer.

   The Search window appears with the Customer tab selected by default.

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

   The results of your search appear on the Results tab.

4. Double-click the customer you want to update.

   The Customer Maintenance window appears, populated with detailed customer information.

5. Update the customer information as necessary.

   If a data element, such as prior name, address, identification, contact, and characteristic information is modified, the system enters an end date for that element on the corresponding tab. In addition, it locks the original for historical reference. A lock icon appears next to each original data element that was modified.

6. Click Save.

   The updated customer information is saved and the window closes.