🚗How to merge vehicles on one account
1. Click on Customers
2. Click on Manage Customers
3. Click on search
4. Type the license plate for the vehicle you are moving from one account to the other
5. Click on SEARCH
6. Here's the result of the search...
7. Click on 3 dots
8. Click on edit
9. Erase the phone number (since the other account has the primary phone number)
10. Erase the email (since the other account has the primary email)
11. Click on Save
12. Click on Vehicles
13. Click on 3 dots
14. Click on Reassign
15. Type the last name of the account you are moving the vehicle to
16. Select the correct record
17. Click on ASSIGN
18. Click on Yes
19. Click on back
20. Click on 3 dots
21. Click on edit
22. Change the phone number and email on the 'new' account to the phone number and email the customer wants
23. Click on Save
24. Verify there is a saved payment method on the 'new' account
25. Verify the correct vehicles are on the account. Done!
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