GEM-CAR FAQ
Add Spouses or Children Under one Personal Contact
There are two possible methods for associating the spouse and/or children with another client.
1. It is possible to create the first contact, the father for example, like a company, and associate the other contacts with it.
See Add a Customer Name to a Business File for more information.
2. It is also possible to create a file for a first contact that can be billed when another contact visits the branch.
See Creating a New Client for more details.
In the Terms tab of the client record, it is important to select "Allow to be selected as 'Bill to'".
Don't forget to register before closing the client file.
Simply create files for the other family members and select the name of the first client as the one to Bill to.
Other articles on the subject:
Add a Customer Name to a Business File
Indigenous Client: Modify Tax Rules
Merge Duplicates from the System: Vehicles and Clients
Creating a New Client from the Point of Sale
Posted 4 months agoby Olivier Brunel
#36666 viewsEdited 2 months ago