CRM Phase 1 - Flipbook - Page 24
STEP
PROCESS
The Customer search will allow searching on Short name (derivative of the Surname),
Initials, Postcode and any Phone number.
The Vehicle search will allow you to search on the Registration number, Chassis
number and any Commission number.
N.B. by prefixing the Registration number or Chassis number with a space the vehicle
record can be found on a 8contains9 basis, e.g. if vehicle registration to be searched
contains 02 the search would look like this:
SPACE
STEP 5
, once the record is found.
Select Load
If the record is not found refer to:
Process 02.002.01 L1
Process 02.002.02 L1
Process 02.002.03 L1
For information on Creating Customer, Company and Vehicle Records.
Searching for CRM Records
02.001.01.L1 9304E
Page 24 of 115
