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Associating a Vehicle with a Contact


Use this procedure to associate a vehicle with a contact in the Contacts screen. Associating a vehicle with a contact allows a dealer track an individual's vehicle ownership traits, such as make or model.

This task is a step in Process of Using Automotive to Work with Contacts.

To associate a vehicle with a contact

  1. Navigate to the Contacts screen, then the Contacts List view.
  2. Drill down on the Last Name field link for a selected contact record.
  3. Click the Vehicles view tab.
  4. In the Vehicles list, add, edit, or delete records.

    NOTE:  Drill-down on the VIN and edit the fields on the Vehicles form to change the vehicle-related preferences for the contact.

Related Topics

Managing Relationships Between Contacts

Viewing Service History and Sales History for a Contact

Managing Service History Information

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