Troubleshooting

I cannot find a customer

Search by name, phone, email, and linked vehicle registration. If you find duplicates, agree which record is correct before adding more history.

Open the vehicle record and check whether it is linked to another customer or not linked at all.

Check the due date, reminder status, and whether it is linked to the expected customer or vehicle.

Check the document category, file name, and linked records. Rename or re-upload with clearer organisation if needed.

Check the workspace activity log for recent deletions. If a record was deleted by mistake, contact support with the record details and deletion time.

Important: We do not guarantee recovery of deleted records, so please be careful when deleting and review the activity log if you are unsure.

Contact support with the workspace name, page, affected record, and screenshots if available.