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Associating a Vehicle with an Account

When a vehicle is associated with an account through the Vehicles screen using the More Info view tab, the vehicle is directly associated with the account. For example, the account owns the vehicle and has purchased it for its own use.

This task is a step in Process of Using Automotive for Account Management.

To associate a vehicle directly with an account

1. Navigate to the Vehicles screen.
2. Drill down on the VIN field link for a selected vehicle record.
3. Scroll down to the Vehicles form.
4. In the Account field, select a financial account.

Related Topics

• Associating a Vehicle with an Account by Relationship
• Associating a Vehicle Using the Summary View