The Procede Customer Search feature is available for dealer locations integrated with Procede.
This feature allows users to pull customer information from Procede to the Case application to either add the customer to the Case application or update an existing customer in the Case application.
To enable it for your dealer location, make sure you meet the following prerequisites, then follow the instructions below.
For information on how to use the feature once installed: see also: Add Customers from Procede
NOTE: This feature does not synchronize the Customer data automatically between DMS and Decisiv. Users must search for the customer before the system can update it.
- Talk to your DMS Provider and request the integration.
- Obtain the following credentials from them:
- Root URL
- Client ID
- Tenant ID
- Branch ID
- Alternate Subject
Once you obtain this information, you can enable it in your location.
Enable Procede Customer Search:
The Procede Customer Search functionality is Disabled by default.
To enable the Customer Search functionality for your location:
- Open your location from the Portal and go to the Admin → Integrations → Procede Customer Search page.
- Fill the fields with the credentials you obtained from Procede.
- Click REGISTER.
The system will process the request, and the button will update to DISABLE INTEGRATION once the feature is enabled.
To verify the feature is working, go to the Search page by clicking SEARCH from the menu bar, then search for a customer. If the search returns two lists: Customers and Procede Customers, the setup is working as expected.
See also: Add Customers from Procede
Disable Procede Customer Search:
You can disable the feature at any time, and then enable it again without having to renew your credentials.
To disable the feature:
- Open the same Admin → Integrations → Procede Customer Search page.
- Click DISABLE INTEGRATION.
To confirm the feature is disabled, go to the Search page by clicking SEARCH from the menu bar, then search for a customer. If the search returns one list: Customers, the feature is disabled. If it returns two lists: Customers and Procede Customers, the feature is still enabled.