1.Open the List Customer function from your Dealerlogic Ribbon, on the QT tab
2.Select if searching using CRN/ ID or if searching on organisation name (not recommended)
3.Select the ID type that you are searching on (refer to section on Acceptable EOI for Organisations for more information on this)
4.Enter the ID number and select ‘send’
5.If a successful match is found, then it will be displayed in this list.
6.You have option to import a client card as well, saving you having to create one separately.
