Add Customers from Procede

If your Case application is integrated with Procede, your dealer admin may have enabled the Procede Customer Search feature for your location.

The Procede Customer Search feature pulls customer information from Procede to the Case application when you search for a customer in Case.

Once you find the customer you're looking for, you can then add that customer to the Case application. If information about the customer changes in Procede, you can also use the Add Procede Customer feature to update those changes in the Case application.

NOTE: This feature needs to be enabled by your Dealer Admin. If you are a Dealer Admin and want to enable this feature, see also: Enable Procede Customer Search Feature

Add a Customer

To add a customer from Procede:

1. Open your location from the Portal.
2. From the menu bar, click SEARCH to go to the Search page.
3. In the CUSTOMER section, use the dropdown to select what you want to search by for the customer.
4. Enter your search criteria. You can enter one word, part of a word, or multiple words.
   • For example, entering “John” for name, could return “John Deere” and “Johnson Tires”. Entering “John Denver”, could return “Johnson Tires - Denver”
5. Click SEARCH.
   Customers in your Procede DMS that match your search criteria will return in the Procede Customers list.
6. Locate the customer you want, and click Add Customer from the ACTIONS column for that customer.
   The New Customer page will open with information about the customer from Procede already filled in.
7. Review the information, and click CREATE.
   NOTE: Do NOT modify any of the information. 

The system will create a record for that customer in the Case application. You can now create cases and assign assets to that customer.

Update a Customer

If you've added a customer to Case using the Add Procede Customer feature, you cannot edit information for the customer in the Case application. It will create a disconnect between the records in each system. You can, however, edit the customer in Procede and then update the customer with those changes in Case.

To update a customer from Procede in Case:

1. Open your location from the Portal.
2. From the menu bar, click SEARCH to go to the Search page.
3. Search for the customer just as you normally would.
   Customers in your Procede DMS that match your search criteria will return in the Procede Customers list. Any customer already added to the Case application will appear with an Edit Customer action.
4. Locate the customer you want to update, and click Edit Customer from the ACTIONS column for that customer.
   The Edit Customer page will open with the updated information from Procede already filled in.
5. Review the information, and click SAVE.
   NOTE: Do NOT modify any of the information. All fields are already updated with information from Procede.

The system will update the record for that customer in the Case application.