CRM Phase 1 - Flipbook - Page 22
Searching for
CRM records
Within My desktop
select Find
Word search completes a
global file search, e.g.
Company, Customers and
Vehicles
E.G. this could be a
customer surname coupled
with the first line of address
or a vehicle registration
number
Type in the search
criteria
Customer/
Company or
Vehicle
(Shortname)
Within the Search
screen select the type
of search required
Word search
Type in the word or
words to be search
(each word must have
a minimum of 3
characters
YES
Enter the required
Shortname for the
specified file search
e.g. SURNAME
Is the record
found?
NO
Refer to process
02.002.01 L1 - Creating Customer Records
02.002.03 L1 - Creating Company Records
02.002.05 L1 - Creating Vehicle Records
Select Load
Select Edit to
access the CRM
record
Searching for CRM Records
02.001.01.L1 9304E
Page 22 of 115
