CRM Phase 1 - Flipbook - Page 81
STEP
PROCESS
STEP 1
Click on the Edit icon on the toolbar within the vehicle record. Refer to process
02.001.01 L1 Searching for CRM Records for information on searching for CRM
records
STEP 2
Within the Vehicle tab select the required link or the Driver link.
STEP 3
At the customer search screen, search for the required customer record. For more
information on searching for CRM records, refer to process 02.001.01 L1.
If the customer record is NOT found, refer to process 02.002.01 L1 for more details on
Creating Customer Records.
.
STEP 4
STEP 5
If the record is found, highlight the required customer and select Load.
If the customer record is subsequently attached to a company record, at the system
prompt 8Is this a private or company owned vehicle9, select either Private or Company
and click on OK.
Attaching Vehicles to a Customer Record
02.002.06.L1 Revision 8.35 18/05/07
Page 81 of 115
