CRM Phase 1 - Flipbook - Page 23
STEP
PROCESS
STEP 1
Clicking the ellipsis button against Find record presents a search screen, alternatively
you can add the text of any word or combination of words you wish to search for
(Note: a word must be a minimum of three characters). Once completed the following
screen will appear:
STEP 2
The search screen details the records found based upon the search. By carrying out a
Word search the Search results are broken down between company, customer and
vehicle records. Once you have selected a record a short display of that record
appears to the right hand side of the window as shown.
STEP 3
It is also possible to make more specific searches directly for a particular type of
record. Within the search screen you are presented with extra tabs for each type.
The Company search will allow either a Short name (derivative of the Company name)
or a Postcode search.
Searching for CRM Records
02.001.01.L1 9304E
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