Quick Search Overview
The quick search box provides results based on the user's Customer Search access set in User Management. If you are unable to locate customers, it may be due to limited permissions or role assignments, which restricts access to certain customer records.
User = Quick search results will only return customers assigned to the user.
Team = Quick search results will return customers assigned to the user and customers assigned to the user's team members. (See Creating a Team for more information on teams.)
Store = Quick search results will return customers assigned to any user within the store.
Troubleshooting Search Issues
If you are unable to search for or view customers in DriveCentric, the issue is likely related to your user permissions or role assignments. Below are common causes and steps to resolve them:
Common Causes of Search Issues
Limited Permissions:
Accounts with 'User Data Access' will only see customers assigned to them. If no customers are assigned, searches will return no results.
Permissions set to 'User' instead of 'Store' restrict access to individual customer records rather than all customers at the store level.
Role Assignments:
Users not assigned to a role granting access to customer data will only see customers explicitly assigned to them.
New users may not see any customers until they are added to the appropriate role or assigned as the salesperson on customer records.
Unassigned Customers:
Customers not assigned to you in the system will not appear in your search results with permissions set to 'User'. Ensure you are listed in roles like 'Sales 1' on the customer record.
Step-by-Step Troubleshooting Guide
Check Your Permissions:
Verify whether your permissions are set to 'User Data Access' or 'Store Data Access.'
Update your permissions to include 'Store Data Access' to view all customers at the store level.
Review Role Assignments:
Ensure you are part of a role or permission group that grants access to customer data.
If you are a new user, confirm that you have been assigned as the salesperson on customer records.
Update Permissions:
Contact an Expert User to request an update to your permissions or role assignments.
After permissions are updated, log out of DriveCentric and log back in to apply the changes.
Assign Customers:
If you were given a list of customers to contact but cannot see them, ask your administrator to assign those customers to you in DriveCentric.
Additional Tips
Always log out and back in after any changes to permissions or roles to ensure the updates take effect.
If you are still unable to search for customers, consult with your Business Development Center (BDC) or administrator to verify that leads or customers have been properly assigned to you.
Note: Users with "Team" or "Store" Customer Search access will not have access to modify customers assigned to other users without having "Team" or "Store" Data Access.
Providing Users the Ability to Search All Customers in Quick Search
Required Permission: Expert User
Click on your user account button and select Store Settings.
Select User Management from the menu on the left.
Select the user you want to update.
Click on the Permissions tab.
Under the Customer Access setting Customer Search box select Team or Store for the search access depending on what they need to be able to find using Quick Search.
Click the Update button at the bottom.
If you have any questions about updating your Team's Customer Search Ability, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!