Customer or Vehicle Is Wrong

Stub — content coming soon.

Two records for the same customer, a vehicle on the wrong profile, or bad info that's about to end up on an invoice.

This playbook will cover:

• You'll see this when — duplicate search results, a vehicle listed under the wrong customer, wrong contact info on the RO
• Keep the line moving — which record to use for today's RO so the visit isn't held up
• Fix it — correcting the record, and what to do about duplicates
• Escalate — how to get help when records need to be merged
• Learn the flow — Searching Customers · Adding a Vehicle