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Customer Identification

Customer identification includes Customer Photo, Driver's 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 driver's 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.

  3. Once the file is uploaded, you can open the file from the paperclip/attachments button at any time.