Changing Customer Name?

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theshopp
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Joined: Fri Apr 21, 2017 4:11 am

Changing Customer Name?

Post by theshopp »

My question is how to change the name on a open R.O. so that it doesn't change the name and all vehicles associated with the old name. Ex. Car lot has R.O. #2323 and then come to find out it needs to be in the customer name. I did a customer name change one time and that changed all the car lot cars to that name, not doing that again lol. I know that I have to change ownership, but I don't want to close the open R.O. as there are parts on it.
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Rich
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Re: CUSTOMER NAME

Post by Rich »

Go to customer tab,
Click on Name "box",
Locate the correct name, select it.
Rich Hays
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Being able to get CAPE off a Skew T chart is important in this hobby.
theshopp
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Posts: 13
Joined: Fri Apr 21, 2017 4:11 am

Re: CUSTOMER NAME

Post by theshopp »

Do this after the vehicle has been changed ownership to new name correct?
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Rich
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Re: Changing Customer Name?

Post by Rich »

Does the car have History??

https://kb.mitchell1.com/articles/id-753
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
theshopp
Member
Posts: 13
Joined: Fri Apr 21, 2017 4:11 am

Re: Changing Customer Name?

Post by theshopp »

Yes. I know how to change ownership, I just needed the name on the ro to change. I tried a test 1 doing the change of owner then the name change as you said and it seems to work.
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