How to Add an Owner from the Customer Database

You can now search and retrieve customer and vehicle information from previous workfiles. This feature helps you to quickly and easily access information from previous repairs and estimates.

To add a previous customer to a new workfile in cccone.com:

1. From the workfile screen, select New workfile or New opportunity.
2. In the Contacts tab, click on the Search button near the vehicle owner name fields.
3. Search for the customer by name or phone number.
4. Select a customer from the results displayed and click OK.
5. Select an associated vehicle or click the action to create a new one.
6. Once completed, customer and vehicle information is automatically populated on the workfile.

Note: This action is only available on workfiles without a locked estimate.