Customers and vehicles

• Customers: list and adding

  How to find customers (by plate and VIN too) and add a person or a company.

• Customer page

  What the customer page shows: contact, vehicles with their jobs, bookings, consents and messages.

• Vehicles, mileage and change of owner

  How to add a car, record mileage and move a car to its new owner.

• Duplicate customers and merging

  How Lessora Auto catches duplicate customers and how to merge two records of the same person or company.

• Customer consents and the information clause

  How to record a customer's consent to reminders and marketing and print the information clause.

• Customer access log

  Who opened customer pages or exported customer data, and when.

• Customer data requests (GDPR)

  How to export a customer's data at their request and how to anonymise it.