CRM Phase 1 - Flipbook - Page 26
Creating
Customer Records
Select find and
choose search
method
Word Search
Is the record
found?
YES
See process
02.001.01 L1
Searching for
CRM Records
YES
Shortname
NO
Select the Create
Icon and select
Customer
Select the
appropriate
Location
Does a duplicate
record exist?
Enter the
customers
postcode
NO
Some fields maybe
mandatory
Complete all required
fields within the
Customer and
Additional details
To view a summary of
completed details select
Summary tab
Click on Save
Creating Customer Records
02.002.01.L1 9304E
Page 26 of 115
