Table of Contents
Add or Edit Vehicle Owner
To update the registered owner of the vehicle or add a new owner, use the Edit Vehicle page.
Add New Vehicle Owner
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Open the Vehicles module of the account you plan to edit.
- Find the vehicle within the list. Under the action menu, click Edit.
- Under the Ownership section, click Add Registered Owner.
- Fill in fields on the General tab, selecting Organization or Individual first:
- Type in the Name.
- Type the street address in the Street 1, Street 2, and Street 3 fields.
- Type in the Zip Code then click Lookup Zip Code. The City and State will appear automatically.
- Type in the Phone Number.
- Type in the Fax Number.
- Type in the Email.
- Proceed to the User-Defined tab and enter additional information as needed.
- Click Add Registered Owner. The new Registered Owner will appear in the field.
Edit Vehicle Owner
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Open the Vehicles module of the account you plan to edit.
- Find the vehicle within the list. Under the action menu, click Edit.
- Under the Ownership section, select Edit Registered Owner.
- On the Edit Registered Owner page, edit the fields as needed.
- Click Edit Vehicle.
The Edit Registered Owner feature is only available for contacts that are not Accounts within the hierarchy. To change the contact information for a registered owner that is an Account, use the Edit Account feature under the Accounts Module.