Field Descriptions for Add New Customers Screen
* Required for complete and adequate information. Although, some information may depend on whether an
option is selected; for example, purchase of additional air time requires entry of credit card information.
** RTC available for Right to Cure states only.
Field Label Field Description Required?
First Name Customer first name Required*
Last Name Customer last name Required*
Phone Number Customer office or home telephone number Recommended
Address Customer mailing address Recommended
City Customer city Recommended
State Customer state Recommended
Zip Customer zip+4 Recommended
Notes Any notes pertaining to this customer Optional
Make Make of vehicle; e.g., Ford Recommended
Model Model of vehicle; e.g., Explorer XLS Recommended
Year Year of vehicle; e.g., 1999 Recommended
Color Color of vehicle Recommended
Start Date Payment start date Default
Number of Payments Total number of payments Optional
Price Total price of vehicle Optional
Payment Amount of each payment Optional
Payment Schedule Schedule for each payment; i.e., monthly, weekly, bi-
monthly
Optional
Account Number Customer account number Required*
Grace Days Account grace days; i.e., 3, 5, etc. Optional
VIN Vehicle Identification Number Recommended
Email Customer e-mail address Recommended
Inventory Stock # Inventory stock number Optional
First Payment Date of first payment Optional
First Payment Amount Amount of first payment Optional
Check Number Check number of payment Optional
Payment Notes Any notes pertaining to the payment Optional
Division Aggregate of customer locations in a specified area Optional
Serial Number Unit serial number Required*
Turn On Diesel Mode Activate diesel mode Optional
Turn Off Anti-Theft Deactivate anti-theft mode Optional
Turn Off Diesel Mode Deactivate diesel mode Optional
Turn On Anti-Theft Activate anti-theft mode Optional
None Make no changes to existing anti-theft or diesel modes Optional
Right to Cure Optional
Select State State for RTC Optional
Last RTC Date** If applicable; i.e., 06/06/05 for June 6, 2005 Optional
Number of times RTC
used**
If applicable, enter number Optional