Collapse all
Expand all
 

Creating a new customer profile

 

This procedure describes how to add a customer profile.

Note

Note

This procedure is only applicable for customers in Volvo Central Database.

  1. Click Manage Customer Information in the drop-down menu in the top-right corner of the application.

  2. Search for the customer to make sure that the customer profile is not already available in Volvo Central Database. For instructions on how to search for a customer, see Searching a customer profile.

  3. If the customer already exists in the system, select the customer and click Manage Customer Information.

  4. If no customer is found, this is indicated with a red message box. Click the Create New Customer Profile button.

  5. ð

    The Create New Customer Profile page is opened in a new window.

  6. Fill in the customer's data.

  7. For a description on the different fields in the template, see Managing customer information. This article contains descriptions for situations with a new customer as well as for an existing customer who's data need to be updated.

  8. Click Save.

  9. ð

    The new customer data is sent to Volvo Central Database.

Note

Note

It is not possible to remove a customer profile by using VIDA.