Merging Vehicle Records

Merging Vehicle Records

Getting Started

  1. Select Search at the top of the dashboard.
  2. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue.


  1. Next select Merge two vehicles from the dropdown menu
  2. Search for the customer record that contains the two vehicles needing merged
  3. Select the two vehicle profiles to merge
  4. Select the data to save from each profile. 
  5. Click the blue merge button at the bottom of the page to merge the records





    • Related Articles

    • Merging Customer Records

      Getting Started Select Search at the top of the dashboard. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue. Next select Merge two customer profiles from the dropdown menu ...
    • Transferring a Vehicle From One Customer to Another

      Getting Started Select Search at the top of the dashboard. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue. Select Transfer a vehicle from one customer to another customer ...
    • A walkthrough of Groups/Grouping

      We have the ability to merge Customer numbers and assign multiple numbers to a specific profile. Additionally, now you can assign multiple vehicles to one number. This can be helpful in situations where a family with multiple vehicles and/or multiple ...
    • Customer Microsite - Vehicle Visit History

      If the Show Customer History option is enabled in the DVI Setup using an admin profile for SMS History capable integrations (Tekmetric, Protractor, Omnique, Tireshop, etc): The option to access the Service History for the current visit will be ...
    • How To Require Vehicle Information in DVI

      If you are wanting general information for the vehicle to be required when completing the DVI, please follow the steps below. 1. Make sure you are signed in as the admin for your Autoflow instance. 2. Go to the "DVI Setup" page from the admin ...