Skip to main content
Pinewood Technologies PLC Help Centre home page
Sign in
  1. Pinewood Technologies PLC
  2. Quick Answers
  3. CRM

Search

🎥 How to Add an Additional Name to a CRM Record?

Ellie
Ellie
  • Updated 26 July 2024 15:30

Question

How to Add an Additional Name to a CRM Record?

Answer

The video below will take you through the steps of adding an additional name to a CRM record. 

 

Related articles

  • 📝 How do I search for Additional Names of customers?
  • 🎥 How to add a D.O.B to a CRM Record and include the D.O.B. in a Selection?
  • 🎥 Breaking Customer and Vehicle Link
  • 📝 Changing Customer Details on a Cash Account when completing a Sundry Posting
  • 📝 Nominal Ledger Payment Practices - Data Export

Articles in this section

  • 📝 The email address entered may be invalid error message
  • 📝 I've created a New Letter but this is not updated in the Aftersales Contact Plan
  • 📝 How to run a selection to return Account Codes associated to a Customer record?
  • 📝 Users are able to search for Customer Records from Branches they do not have access to - Why is this?
  • When I click 'Start Contacts' in the Aftersales Diary, there are no contacts to process?
  • 📝 How do I search for Additional Names of customers?
  • 📝 How to change the Department on a CRM Record?
  • 🎥 How to amend the Vehicle Health Check format?
  • 🎥 How to set up the Demonstration Diary in CRM?
  • 🎥 How to Add an Additional Name to a CRM Record?

See all 143 articles

© 2025 All rights reserved. by Pinewood Technologies PLC