Use the Search Page

The Search page is where you can search for:

• Customers
• Assets
• Cases

To access the Search page, open your location's SRM in the Portal, then click SEARCH in the top menu bar. A page with sections for searching Customers, Assets, or Cases will be displayed.


 

Search for Customers

Within the CUSTOMER section, you can search for customers by:

• Name
• City
• State
• Number (as it appears in the DBS)
• All of the above

To search for a customer:

1. Select what you want to search using the CUSTOMER section dropdown.
2. Enter your search criteria. You can enter part of a word or multiple words.
   • For example, entering “John” for the name could return “John Deere” and “Johnson Tires.” Entering “John Denver” could return “Johnson Tires - Denver”
3. Then click SEARCH.

Once the results are returned, the following information will be listed for the customer:

• Customer Number (if available)
• Company Name
• City
• State
• Phone

To view details about a customer:

1. Click the COMPANY NAME for the customer from the list.
   This takes you to the customer's Asset List page.
2. From there, you can choose from one of four options in the left toolbar:
   • Customer: View and edit the customer Information
   • Contacts: View the contacts for the customer
   • Assets: Return to the Asset List for the customer
   • Cases: View the case history for the customer

For information on working with customers, see the Customer section.

If you do not find your desired customer, adjust your search criteria and search again. See also: Manage Customers.

NOTE: If your location is integrated with Procede DMS and you want to add a customer from Procede to this application, see also: Add Customers from Procede

Search for Assets

Within the ASSET section, users can search for assets by the following:

• Serial
• Unit
• License
• Chassis ID
• VIN
• Engine (engine serial number)
• All (search across all fields listed above)

In the asset search results, the following information will be displayed, if applicable:

• Customer Name
• Serial Number
• Chassis ID
• Unit Number
• Model Info
• Active Cases (any cases currently open on the asset within the last 30 days)
• Actions (for accessing the Edit Asset screen and starting a new case)

To search for an asset, select one of the fields from the dropdown, enter your search criteria, and click SEARCH.

NOTE: For SERIAL, enter the last six (6) or last eight (8) digits of the VIN.
 

The asset appears in the Dealer Assets or Fleet Owned Assets section when the results are displayed.

• Dealer Assets are any local assets under the dealer‘s profile.
• Fleet assets have been associated before (i.e., been repaired at the user’s shop before).

If the asset appears within the Fleet Owned Assets section, click the Add Fleet Asset link in the Actions column to associate the asset with your dealer location.

After associating the asset, it will move from the Fleet Owned Assets section into the Dealer Assets section. 


 

For more information, see also: Search for Assets

Refine Your Asset Search

After you search for an asset, a REFINE YOUR SEARCH section appears with the search results.


 

From here, you can refine your search by:

• Narrowing your results down to assets that exactly match your search criteria.
  To do so, check the checkbox for Only look for results where <field> exactly matches <criteria>.
• Narrowing your results down to assets related to a specific customer.
  To do this, enter the customer name into the text field under the Only look for results where customer name matches:

After you check the checkbox and/or enter a customer name, click SEARCH. The search results will update based on how you refined the search.

For more information, see also: Refine Your Search

Search for Cases

Within the CASES section, you can search for cases by the following:

• Case ID
• Repair Order Number
• Tag number
• Purchase Order Number

Select one of the options above from the dropdown to search for a case, enter your search criteria, and click SEARCH.

If the search you entered exists in the application exactly as you entered, the related case will open to the case in the Editing Case page.

If the number you entered partially matches cases in the system, a list of results will display.

A blue message bar will display if your search does not result in any cases for your location.