Use the Information tab to add, edit, or view customer and/or vehicle  information.

To add or edit customer information:

1. Click the "…" button (after the Name field).

   • Result: A Customer Name window opens.

2. Name information:

   • Personal customers:

     • Enter or edit your customer’s First Name and Last Name (optionally include Prefix, Middle Name and Suffix).

       • Note: The Name 2 field is optional for adding another contact, such a spouse or family member.

   • Business Customers:

     • Enter or edit the business or company name in the Name field.

     • Enter or edit a contact name in the Name 2 field.

3. Enter or edit the customer’s address information:

   • Address: The customer's address.

   • Postal Code: The customer’s postal code (5-9 numbers).

   • The City and State/Province fields are automatically filled if the first five digits of the postal code are recognized by ALLDATA^® Manage^SM.

     • Note: The setting chosen in Company Setup >> City Name Case will determine if the city name is completely capitalized or capitalized as a title.

4. When active, use the Follow-up field to select the format for Customer Follow-up letters. The options are:

   • None

   • MARKET Email - This feature is no longer available

   • ALLDATA MANAGE Mail Merge

5. Enter or edit the following contact information:

   • Home: The customer's home telephone number (20 character maximum).

     • Note: If you do not enter an area code when entering a customer phone number, your shop's area code is automatically inserted.

   • Business: The customer's business telephone number (20 character maximum).

   • Mobile: The customer's mobile or cell telephone number (20 character maximum).

   • Pager: The customer's pager telephone number (20 character maximum).

   • Email: The customer's email address. (50 character maximum.)

6. Enter or edit the following customer information:

   • Customer Type: Use the Customer Type drop-list to select a customer type.

   • Resale Number: Type the customer’s Resale number, if applicable. (30-character maximum)

     • Record the resale number for tax-exempt wholesale customers.

     • Example: If you are a specialty shop and you do a repair for another shop, you would record the other shop’s resale number for tax filing purposes. It is proof that the customer is tax exempt.

   • Tax Exempt: The Labor Tax Exempt or Parts Tax Exempt check boxes default depending on the selected customer type. Change the setting as appropriate.

   • Tax Schedule: Select the Tax Schedule to use for orders from this customer.