Describes how to search the list of customers in FleetLogic.
Type
How to
Audience
FleetLogic Service Manager or Counter
Products
FleetLogic web application
Context
As your business grows, your list of customers in FleetLogic grows as well. Use the search functionality to quickly locate the customer information you need. For example, if you need to look up a customer’s address or contact information, you can search and locate the customer record containing the information.
You can customize the list of customers to only contain the information that is relevant to you and your business. See: “Customize a List in the FleetLogic Web Application” for more information on customizing and filtering the list of customers.
Before You Begin
Required: Internet connection; valid FleetLogic login credentials and access permissions; an existing customer
Optional: Mobile device with an Internet connection
Steps
Search the list of customers
- In the FleetLogic menu bar, navigate to Customers > Customer List
The list of existing customers opens in the main area
- Type your search term(s) in the Search field, such as the customer number or name
The list of existing customers narrows to reflect your search terms