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Change Vehicle Ownership

Change Ownership function is available to users in the 3 tab file maintenance view. This is accessed by using Utilities menu and selecting Customer or Vehicle screen (depending on which information you're using to find the vehicle).
1. Go to Utilities menu, then choose either Customer Screen or Vehicle Screen, depending on how you want to look up the vehicle. 
2. Switch to the Vehicle tab, making sure the correct vehicle is selected.
3. Click on the Change Ownership button at the bottom of your screen.
4. Browse the list of your existing customers or click New as needed.
5. Answer yes to prompts to change the vehicle ownership.

NOTE: Invoices posted will retain the original customers name; there is no effect on any outstanding balances they may have. In future searches based on customer, the invoices as originally posted per customer will display. If search is on vehicle (license #, VIN), posted invoices for both prior and current owners will all be seen together on the History screen. 

You may also watch this video to see how it works:

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Comment by PALMER ATOMOTIVE on Tue, Mar 18th, 2014 at 1:54 PM
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