Customer Identification

Customer identification includes Customer Photo, Drivers License, Vehicle Registration, and Date Of Birth.

Customer Photo / Drivers License Image

Method 1

  1. Click the Sales/Hire button on the main screen, or go to Sales/Hire > Customer Overview (from the menu bar at the top).
  2. Select an existing customer, or add a new customer.
  3. Click the camera icon button, located to the right in the customer address box. This will navigate to the Images tab in the Customer details screen.
  4. Two image placeholders are provided, which are typically the front and reverse images of a drivers license, or an image of the customer.
    Drag and drop images to the placeholders, or take a photo directly with your device, or click Import Image to browse for an image on your local drive.

Method 2

  1. Following the above instructions in Method 1 , once you navigate to the Customers screen, you can click the paperclip/attachments button located at the top right of the Customer details screen.
  2. Drag and drop an image file or any other popular file format into the Drag file to upload placeholder, or alternatively click the Browse file to upload button.
    Once the file is uploaded, you can open the file from the paperclip/attachments button any time.

Drivers License, Vehicle Registration, and Date Of Birth

Method 1 (when adding a new customer)

  1. Click the Sales/Hire button on the main screen, or go to Sales/Hire > Customer Overview (from the menu bar at the top).
  2. Click the New Customer button.
  3. Click the + Driver License Details link located towards the bottom of the New Customer popup.
  4. Enter the customer license details.
  5. Click the Save button when done.

Method 2 (existing or new customer)

  1. Edit the customer details via the Customer Overview screen, or via Setup > Customers.
  2. Click the Identification sub-heading to expand this section.
  3. Populate the relevant customer identification fields.
  4. Click the Save Changes button towards the bottom when done.


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