GEM-CAR FAQ

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Generate a List of Clients and Their Vehicles

Managing customer information efficiently is crucial for any business that deals with vehicle maintenance, sales, or rentals.

One way to streamline operations is by generating a comprehensive list of clients and their corresponding vehicles.

This helps in tracking customer preferences, managing service records, and enhancing overall customer satisfaction. 

To generate a list of clients and their vehicles, click on Vehicles > Vehicles. Scroll to the end of the list.

Next to the Close button, you will find three yellow buttons with the following options:

  • Print the list
  • Generate a PDF document
  • Generate an Excel document

 

Once created, the list will show the following data:

  • Client
  • Serial number/VIN
  • Type
  • Year
  • Brand 
  • Model
  • Color 
  • Transmission
  • Transmission type
  • Fuel type
  • Vehicle number
  • Plate number
  • Creation date

 

Other articles on the subject:

Create a New Vehicle

Using Vehicle Files

Select and/or Edit the Vehicle Informations

Maintenance of Vehicle Makes and Models

Deactivate or Delete the Link Between a Vehicle and the Current Owner

Transferring a Vehicle from One Customer to Another Customer

 

Posted  2 months  ago by  Bianca da Silveira De Amorim
#1992 28 views Edited  2 months  ago

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