To add a customer/registered owner to an Aircraft Profile, the customer must already exist in your customers list. To add a customer to your customers list, click here for instructions.
In your Aircraft Profile, click the Customer tab.
Click the purple "+" button
Note: If you already have customers/ registered owners in your aircraft profile, this button will be a pencil in a square icon.
The left box is a list of customers/ registered owners in your aircraft profile.
The right box is a list of all your active customers.
If the customer you want to add to your aircraft profile is already in your active customers, simply click "+ Add to Profile" button next to the customer you want to add to your profile.
Note: You can use the search box to help quickly locate a customer from your active customer list.
You can also add a new customer to your active customer list AND your aircraft profile by clicking the "+ New Customer".
If the Tail Number matches an FAA N# in the active aircraft registry, deregistered registry or the reserved registry, that information will be displayed on screen.
Enter the New Customer Information
You can decide if you want to make a customer a primary customer by checking the box next the "Make Primary Customer on Aircraft Profile".
Click "+ Add New Customer" button.
This will add the customer to your active customer list and to your aircraft profile.
To change the status of a customer or registered owner to Primary Customer, click the Make Primary button next to the customer in the "Aircraft Profile Customer List" box.
What does marking a customer or registered owner as Primary Customer do?
When a customer or registered owner is marked as Primary Customer, this is the only customer that will import into forms, work orders, invoices, quotes and estimates. All customers assigned to an Aircraft Profile will import into an AD Compliance Report.
To remove a customer or registered owner from an Aircraft Profile, click the red - Remove link next to the customer or registered owner you want to remove.
