CRM Phase 1 - Flipbook - Page 49
STEP
PROCESS
STEP 1
Search for the required customer record. Refer to process 02.001.01 L1 Searching for
CRM Records for more information.
STEP 2
Click on Edit from the toolbar.
STEP 3
From the toolbar select the Extra details icon.
STEP 4
At the system prompt Create an extra customer details record? Select Yes. This will
allow creation within the extra details file.
STEP 5
Enter the required fields within the Vehicle required tab:
Refer to the Autoline help files
Creating Extra Detail Information
02.002.11.L1 9304E
for a detailed explanation of fields.
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