Feature Requests

I would like to have the ability to attach documents or photos to notes. A picture is worth a million words.

Feature request: Allow Management/BDC to have permission to unpin other users notes from the top of customer profiles. Often, when I am closing a customer profile out I have to call each person who has pinned a note to the top of the profile and ask them to unpin the information. Some notes need to stay pinned at all times such as "ONLY CALL AND TEXT" or "DO NOT CONTACT" however, majority of the notes we pin to the top are only needed while the customer is actively looking for a vehicle. Would just make things easier for the sales team :) One less thing to hassle with if certain ppl had that extra permission.

It would be awesome to be able to use the AI feature for texting in the notes feature. Our people love it and it would help us make better notes.

This might be a little long, so I apologize! I recently changed the way our team handles and documents leads. As part of the new process, we want to keep important customer information organized in one place using a format like: VOI: Price/Budget: Timeline: Trade: Other Important Details: Originally, I considered having the reps leave a regular note in the customer file and pin it. However, when a note is entered in this format, DriveCentric turns everything into a paragraph instead of keeping the information separated and easy to read. Because of that, I thought the Customer Notes section on the left sidebar would be perfect for what we're trying to accomplish. The only issue I've run into is that Customer Notes can only be edited by the person who originally created them. As a manager, I regularly assist my reps with their follow-up and may learn additional information from the customer that needs to be added to that note. Currently, I can't update the existing Customer Note if the rep created it, which means the information either has to be documented somewhere else or I have to ask the rep to update it. My feature request would be to allow other users, or at least users with manager-level permissions, to edit an existing Customer Note even if they were not the original creator. This would make Customer Notes much more useful as a centralized, continuously updated snapshot of the customer's needs and where they are in the buying process.

A search feature to help find old customers through keywords in notes left under them.

Allow comment thread within a specified note. Notify the note creator when a note is commented on without the responders having to Tag User. It will allow for better organization & comprehensive threads for the team in particular issues.

Have a like button so that whoever tags someone in a note can like it instead of having to reply back. It shows that the tagged person acknowledges the message.

We need to be able to see all the notes that we created. please!!!!

When leaving Notes and using the @symbol, is there a way that a reply button can be added rather than starting a whole new note so conversation can be kept going between staff when working deals.

Within a customer's lead profile, users currently have the ability to leave notes. However, these notes serve little purpose if they go unread. To enhance both communication and accountability, it would be beneficial to implement a feature that tracks note engagement—specifically, who has read a given note and when. This functionality should apply to all types of notes, including call outcomes, mentions (e.g., @ tags), and general comments. To ensure intentional acknowledgment, the feature could include a “Mark as Read” button that users must actively click after reviewing a note. This would provide clear visibility into whether critical information has been seen, thereby improving internal coordination and ensuring important messages are not overlooked.