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Complete the Customer Section of a Claim

  • How To
  • Step By Step
  • Process

Complete the Customer Section of a Claim

To complete the Customer section of an express entry warranty claim:

Note: If you search for a repair order and line number, the information in the Customer section is populated with the repair order information. Add additional information as necessary.

n1

From the Owner Type drop-down list, select an owner type.
Note: The information required to complete the Customer section varies by owner type.

n2

In the Name fields, type the owner or principal driver's first, middle initial, and last name.

n3

If applicable, in the Company field, type the name of the customer's company.

n4

In the Address fields, type the customer's postal mail and electronic mail addresses.

n5

In the Phone fields, type the customer's daytime, evening, and mobile phone numbers and extensions.

To complete the Customer section of an express entry warranty claim:

Note: If you search for a repair order and line number, the information in the Customer section is populated with the repair order information. Add additional information as necessary.

n1

From the Owner Type drop-down list, select an owner type.
Note: The information required to complete the Customer section varies by owner type.

n2

If necessary, select the Privacy Blocking Flags checkbox.

n3

In the Name fields, type the owner or principal driver's first, middle initial, and last name.

n4

If applicable, in the Company field, type the name of the customer's company.

n5

In the Address fields, type the customer's postal mail and electronic mail addresses.

n6

In the License Plate Number field, type the customer's license plate number.

n7

In the Service Contract Number filed, type the service contract number.

n8

In the Phone fields, type the customer's daytime, evening, and mobile phone numbers and extensions.

Complete the Customer Section of a Claim

  • How To
  • Step By Step
  • Process

Complete the Customer Section of a Claim

To complete the Customer section of a claim on either the Edit/Create Warranty Claim page or the Quick Entry Warranty Claim page:

  1. From the Owner Type drop-down list, select an owner type.
  2. Enter the customer name, address, email address, and telephone numbers to add or change the default customer information.

Note: Click here for instructions to view the Claim Activity section.

  • Add a New Claim Line from Edit/Create Warranty Claim Page
  • Complete the Claim Information Section of a Claim
  • Complete the Comments Section of a Claim
  • Complete the Expenses Section of a Claim
  • Complete the Operations Section of a Claim
  • Complete the Parts Section of a Claim
  • Look Up a Dealer Number: Service
  • Look Up a Part
  • Look Up an Operation Code
  • Print a Warranty Claim
  • Submit a Warranty Claim
  • Use the Quick Jump Menu in a Warranty Claim
  • Validate a Warranty Claim
  • View NSH for a Warranty Claim
  • View Repair Order from Edit/Create Warranty Claim Page
  • View the Claim Activity Section of a Claim
  • View the Claim History Section of a Claim

Complete the Customer Section of a Claim

To complete the Customer section of an express entry warranty claim:

Note: If you search for a repair order and line number, the information in the Customer section is populated with the repair order information. Add additional information as necessary.

n1

From the Owner Type drop-down list, select an owner type.
Note: The information required to complete the Customer section varies by owner type.

n2

In the Name fields, type the owner or principal driver's first, middle initial, and last name.

n3

If applicable, in the Company field, type the name of the customer's company.

n4

In the Address fields, type the customer's postal mail and electronic mail addresses.

n5

In the Phone fields, type the customer's daytime, evening, and mobile phone numbers and extensions.

To complete the Customer section of an express entry warranty claim:

Note: If you search for a repair order and line number, the information in the Customer section is populated with the repair order information. Add additional information as necessary.

n1

From the Owner Type drop-down list, select an owner type.
Note: The information required to complete the Customer section varies by owner type.

n2

If necessary, select the Privacy Blocking Flags checkbox.

n3

In the Name fields, type the owner or principal driver's first, middle initial, and last name.

n4

If applicable, in the Company field, type the name of the customer's company.

n5

In the Address fields, type the customer's postal mail and electronic mail addresses.

n6

In the License Plate Number field, type the customer's license plate number.

n7

In the Service Contract Number filed, type the service contract number.

n8

In the Phone fields, type the customer's daytime, evening, and mobile phone numbers and extensions.

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