Feature Requests

It would be useful to be able to label phones with custom categories beyond "Home," "Mobile," "Personal," and "Work."

ability to personalize the first line of the opt in text. The AI tool is able to and it seems to get more responses. We should have the same ability. The current message is not personal and too bland. Give us the ability to add an opening line., followed by the standard message.

Right now, the call log displays all inbound calls, but there is no real‑time alert for a missed call. When an inbound call goes to voicemail or the customer hangs up before anyone answers, there should be an alert to the assigned user and/or their manager or department so those customers can be contacted promptly. It would be helpful if the call log included an additional tab next to the inbound and outbound tabs that showed only missed calls, hang‑ups, and inbound calls that did not connect. This would make it easier for managers to review and follow up on these calls. In addition, adding a number badge to the call log icon (similar to the appointment log and workplan icons) would help users quickly see when there are missed calls that still need attention. If a notification also appeared in the bell icon for the employee(s) assigned to that customer, it would further ensure timely follow‑up.

A pop up for texts received to the user, as well as a pop up for reminders would help communication flow more efficiently and limit broken promises for time sensitive follow up.

If delivered customer profiles match name, phone number and address. It would save a lot of time if the system could detect and match those areas, and if they do then automatically merge the accounts. We would only manually merge delivered accounts if they do not match.

It would be really, REALLY, helpful to have 2 dead deal reasons added: "VOI (Vehicle of interest) Sold" "No longer in the market"

A feature to automatic send a custom text depending on certain conditions

I would a button to be added where we can turn ANA on and off, multiple times I have been with a customer and another contact me and managers are busy doing other things and I get a fumble. would be nice if I can turn ANA on when I am with customers, break, away from surface and at home and be able to turn her off when I am at my desk.

Please give users the option in their profile/settings to use the previous Customer Card window size. The new larger Customer Card layout significantly reduces usable screen space and makes navigation much more difficult. I now have to zoom out just to properly view the card, click smaller windows, and move between different areas of the CRM. This adds unnecessary friction to something we use constantly throughout the day. I understand this was an intentional design change, but not every user or workflow benefits from the larger layout. Rather than forcing one size for everyone, please allow us to choose between the new layout and the previous Customer Card size in our user preferences. For BDC users who work multiple leads and conversations quickly, screen efficiency is extremely important. Giving us this option would solve the problem without requiring DriveCentric to reverse the change for users who prefer the new design.

We have a lot of curb buy deals and I would like a way to track when we actually purchase the vehicle. Can "curb buy" be added as a reason for marking a deal dead?