Broader Customer Search
gathering votes
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Forouz Mohisefat
There should be more results in customer search by vehicle, including model, year model, VIN, etc. A filter would be great!!!
Shawn Goebel
Merged in a post:
Listing most similar names in search bar.
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Michael Pundmann
It would be very helpful if the search bar would show customers with similar names to what is typed in. It can be difficult to know exact spelling of a customers name but if you are close it should list options that are similar. One letter off should not list 0 customers without giving options that are close.
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Victor Hernandez
The search feature is by far one of the weakest parts of this crm i am used to being able to search for a client by any information in their profile. Drive limits this to phone email or name so its in desperate need of an upgrade
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Quy Tran
I agree
Michele McCoy
Merged in a post:
Expand Search Criteria When Using the Customer Search
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Mike Dunaway
More customer search options, without mining just type search or sort by Modle
Shelby Parker
Thank you for posting, Mike Dunaway! I have a few more questions for you:
- What specific search options would you like to see added for customer search?
- Are there particular customer attributes or criteria you frequently search by that are currently unavailable?
- How would you prioritize the importance of different search options or sorting criteria?
Michele McCoy
gathering votes
Shelby Parker
Hiya Forouz Mohisefat, thanks for this post! I have a few more questions for you:
- What specific vehicle models and years are most important for your searches?
- How frequently do you need to search by VIN, and how critical is this feature for your workflow?
- Are there any other specific filters or search criteria that would enhance your experience?