When creating a new workfile at cccone.com, you can search for and retrieve the customer and vehicle information from previous workfiles. T
To add a previous customer to a new workfile at cccone.com follow the steps below.
- Log in to cccone.com with your CCC Estimating user ID and password.
- Expand the site navigation menu, then select Workfiles.
- From the workfiles screen, select New Workfile (Estimating Only) or New Opportunity (Repair Workflow).
- On the Contacts tab, click on the Search button near the vehicle owner name fields.
- Search for the customer by name or phone number.
- Select the customer from the search results, then click OK.
- Select the appropriate vehicle from the list or select New Vehicle, then click OK.
NOTE: If the correct vehicle does NOT appear in the list, select the New Vehicle button, then click OK.
- Once completed, customer and selected vehicle information is automatically populated in the workfile.