Add a new customer

If “+Appointment for a New Customer” was selected at any point, the following page appears:

Note: If creating a quick appointment without VIN or customer details, refer to the section Create a quick appointment. Only use if necessary as the appointment cannot be accessed in wiADVISOR Dashboard without the VIN.

Start by entering the customer details:

  1. Select Business type of customer, if appropriate.
  2. Complete the customer information fields. Note that the address defaults to the dealer’s address until a VIN is entered and decoded at which point an address can be entered (The Country and State/Province fields default to those from the dealership's address.)
  3. On the vehicle side of the page, enter the VIN, and click “Decode” to populate the rest of the vehicle fields.
    • If a vehicle’s VIN is not available or does not fully decode, manually complete the information in order to display the correct maintenance schedule in the Services tab.
    • If a vehicle’s VIN is already assigned to another customer, a warning message appears. Refer to VIN in use.
  4. If the VIN decodes, the "Customer Lookup" button at the bottom of the page is enabled. Click it to manually search the DMS for the VIN to check if there is a customer/vehicle record. If the record is found:

    • The Customer Lookup results appear on the right of the page.
      • 'DMS' indicates a result from the DMS.
    • To use a record, click on it then click "Use this Customer". The customer information appears on the Client & Vehicle page.
    • To continue without using any of the results, click "Cancel".

Note: DMS VIN Search is not available for SERTI.

Note: Some VINs do not decode the Transmission field properly. Select it manually as needed.

  1. Enter the Odometer reading (or approximate odometer reading). This is mandatory as it triggers the correct maintenance recommendations on the Services tab.
  2. If the customer needs to be changed, click "Change " to change to an existing customer directly from this page. The following Change customer window appears on the right side of the page:

Enter the new search criteria then click on a customer in the list.

  • Click “Cancel” or "Create new customer" to return to creating the new customer from scratch,

    or
  • Click “Use this customer” to move the selected customer details into the customer fields on the left.

Refer to the Setting up the appointment to continue with the appointment setup.