3. TRACS Enterprise Training → Adding & Finding

Active & Inactive Customer & Vehicle Handling


Description

This instructional video provides a step-by-step guide on how to effectively activate and inactivate customers and vehicles within TRACS. This process differs from merging duplicates and is designed to maintain accurate records while preserving service history. Watch a demonstration of best practices for handling inactive customers who may unexpectedly return, ensuring their records and associated vehicles are seamlessly reactivated. The video also covers the proper use of the Customer and Vehicle search tools, the importance of maintaining clean and accurate data, and tips for avoiding duplicate entries.

Difficulty: Intermediate

Content
  • Active & Inactive Customer & Vehicle Handling
Completion rules
  • All units must be completed
Prerequisites