Searching a customer profile

Note

It is possible to access customer information by clicking a customer name in any list or in the vehicle information bar.

Searching a customer profile from the Search Vehicle tab

Open the Home à Search Vehicle tab.
Enter customer details in one or more of the License Plate, First Name, Last name and Email fields.
In the Select Source field, tick the checkboxes of the sources you want to search.
Click Search.

ð	The search results are shown.

Click a customer name in the search results to open the Customer Details page.

Searching a customer profile from the Manage Customer Information page

Note

This method only searches in Volvo Central Database. To search in DMS, use the Search Vehicle tab, as described above.

Customer information is accessed via the icon in the top right corner of the application. Click Manage Customer Information to start creating or searching for a customer profile. This opens the Search in Volvo Central Database page.

From the Search in Volvo Central Database page, it is possible to search for a customer or to add a new one.

Select search category from the drop-down list. The following search categories are available:
- Personal information
- Email
- License Plate
- VIN

Note

The search categories may differ depending on market configuration.

Enter a search value in the text field and click Search.

ð	The system retrieves customer information and displays the search result according to configuration.
	Please note that the search results vary depending on market configuration. For example, the results may only include customers related to the own dealership, or all customers in the markets. There may also be different restrictions on the amount of search results being displayed.

Choose the correct customer and proceed by clicking Manage Customer Information.

ð	The Manage Customer Information page is opened.