Searching for a customer record in ASR is easy.

From the main menu select Customers->Search Customers.

By default, the Sales Consultant field is automatically populated with the logged in user’s name. This way all the customers assigned to the logged in user can be searched for.

Search a customer

 

If the user would like to search the whole dealership customer database, then his/her name should be deselected from the Sales Consultant field.

 

 

The customer search form in ASR allow users to enter a range of search criteria by which customers can be found. For example, users can search for customers by name, capture date range, appointment date range, post code, phone, enquiry stock number, status and customer id.

Each additional search criteria makes the search more restrictive. This way more precise searches for customers can be done.