Link a customer to your DMS record

A customer profile created in DealerWorks is not automatically the same person as the record in your DMS (dealer management system). Until the two are linked, anything saved on the profile cannot be used on their orders.

Check whether they are linked

In the CustomerHub list, look at the icon beside the name. A plain DealerWorks icon means the customer is not linked to a DMS record; your DMS’s own icon means they are.

Link them

1. Open the customer in CustomerHub.
2. On Customer Details, click Map to DMS Customer.
   The button only appears when the profile is not linked yet.
3. Pick the matching record from your DMS.

Why it matters

Once the two are linked, cards saved on that profile can be used on the repair orders your DMS creates for them. Before that, a saved card is stranded on a profile the order does not know about.

Related: Taking a payment — start here