Adding/Deleting/Updating Contacts

Open the Contacts Manager.
Click Add, then choose New Home Contact to add an individual, or New Business Contact to add a company. You can also choose to add an Enterprise version of either one.
Enter the standard contact information and then click Next.
Enter any additional properties necessary for the contact and then click Next.
Enter the vehicle information and then click Next. If not required, click the Do Not Add Vehicle option and then click Next.
Confirm your data entry and then click Save.

In search mode, type in the phone number of the contact including area code.
Click Find.
If the phone number is found in your location the contact will be displayed.
For multi-location operations, if a contact is not found in the location the software will automatically search all other locations.
If the phone number is not found in the database, the software will search Reverse 411 and if the phone number is found it will populate the contact card's name, address and phone number for you.

Enabling Reverse 411: You can enable reverse 411 in workstation defaults.

Open the Contacts Manager.
Click Add, then choose New Home Contact to add an individual, or New Business Contact to add a company. You can also choose to add an Enterprise version of either one.
Click the Swipe Card button on the bottom of the dialog and choose driver's license.
The contact information is filled in for you. Add any additional information and click Next.

Technical Info: USB card reader capable of reading single, dual, and three track cards. You can order one through your representative.