Adding a Customer to the Do Not Rent List from Booking Form
Overview
It is possible to add a customer to the Do Not Rent List and to include a reason for this. Once a customer has been added to the Do Not Rent List, you will not be able to either add them to new bookings or update any bookings they are already associated with. In both of these cases a warning message will be displayed to the operator showing the reason the customer was added to the Do Not Rent list.
There are two places where you can mark a customer as a DNR customer:
- From the Update Customer screen, or
- From the Drivers Details tab on the booking form.
This article will describe how to add a customer to the Do Not Rent List from the Drivers Details tab on the Booking Form.
Flagging Customer from Booking Form
If you wish to add a customer to the Do Not Rent List from the Booking Form, you will firstly need to click on the menu icon appearing next to the Primary Driver, shown below.
From the drop-down menu, choose the "Add Do Not Rent" option, see below.
You will be prompted to select a Do Not Rent Reason, you will not be able to continue without doing this. You are able to add new Do Not Rent Reasons to appear in this drop-down via the Do Not Rent Reason form.
After you have selected the Do Not Rent reason, you will see a confirmation message telling you that the customer has had their Do Not Rent flag set. You can also see on the Drivers Details tab that the Do Not Rent Reason is shown in Red indicating that the customer is on the Do Not Rent List.
Removing Customer from Do Not Rent List from Booking Form
It is also possible to remove a customer from the Do Not Rent List from the Drivers Details tab on the Booking Form. Simply click on the menu icon appearing next to the Primary Driver and choose the "Remove Do Not Rent" option from the drop-down list, see below.
Tracking Adding and Removing from Do Not Rent List
If you have either added or removed a customer from the Do Not Rent List using the Booking Form, a record will appear in the reslog, see below.
You are also able to see any additions or removals from the Do Not Rent List in the "DNR Info" column on the Customer Maintenance screen, see below.
There is also a Customer Notes report which also shows this information. The Customer Notes report will also show who performed the task of adding or removing and when they did it.
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