CRM Phase 1 - Flipbook - Page 74
Creating Vehicle
Records
Select find and
choose search
method
Word Search
Shortname
Is the record
found?
YES
Some fields maybe
mandatory
See process
02.001.01 L1
Searching CRM
Records
YES
NO
Select the Create
Icon and select
Vehicle
Select the
appropriate
Location
Does a duplicate
record exist?
Enter the vehicles
Registration
number
NO
Some fields maybe
mandatory
Complete all applicable fields within
the Vehicle, Secondary details,
Current, Warranties, Vehicle history
and Associated vehicle details
Click on Save
Creating Vehicle Records
02.002.05.L1 Revision 8.35 18/05/07
Page 74 of 115
