How to add additional details for individual customer?

Customer details such as Profession and National Insurance Number can be added in customer records.

1. On the left-side navigation, click on Customers and then on Individual on the Vehicle Rental Software.

click-customers-and-individual

2. Select an existing customer for which you wish to add the profession and the National Insurance number, or click on the Create button to add a new customer.

click-on-customer-or-create-coastr

3. You will be able to see the textboxes for Profession and National Insurance Number. Enter the information in the text box.

enter-profession-and-national-insurance-no

4. Click on the Save button to save the new information.

click-save-to-update-details

5. That’s it. You have successfully added the Profession and the National Insurance Number in the customer record.  

 

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

If you found this article useful then please vote below, it helps us massively. Thank you!