Account Search Configuration

Uses Account Search feature to help filling the job details into the provided fields.
This feature allows operators to use the customer details from their external lead list, such as their CRM.

  1. Move all of the leads / customer information into excel or export them from a CRM and put it into excel
  2. Ensure that the excel file has the following columns on them
Column Description
Account Id* The number that will be used to search for a particular customer
First Name* The first name of the customer or lead
Last Name* The last name of the customer
Property Unit No The unit number of the property
Property Street No The street number of the property
Property Street Name The street name of the property
Property Street Type The street type of the property
Property Suburb The suburb where the property is located
Property State The state where the property is located
Property Postcode The postcode of the property
Phone Number The phone number of the customer
  1. Send the excel file to support@dataforce.com.au