Updating Customer Types in Verizon Fleetmatics
Each Client needs to have a correct "Customer Type" in Verizon. This allows us to create reports based on a customer type and filter Clients or jobs based on a customer type.
Gina Khalil
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9 steps
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29 seconds
1
Choose the Client to Update
2
Click "Client Information"
3
Click on the box next to Customer Type to open the drop down box
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Click on the Customer Type to match the client's service type. This client drops off tires and purchases wholesale.
5
Click "Save"
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To see all of the Types of Clients, Go to Settings
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Click Client Settings, then Customer Type
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There are 2 pages of Customer Types
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Click "2" for 2nd page