Avoid duplicate customer and vehicle records

Search first

Before creating a new customer, search the existing CRM for the same person and vehicle. Similar names alone are not enough to decide records are the same.

Verify the correct record

Use the contact and vehicle context available to your authorized team to select the right customer.

1. Search the customer list.
2. Open the likely matching record.
3. Verify contact and vehicle context.
4. Create a new record only when the existing records do not represent the customer.

Correct mistakes carefully

If duplicate or incorrect information affects active work, make sure the team knows which record should be used before continuing the work order.