Connections: Add additional connection types
gathering votes
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Shane Burtzlaff
We have customers that buy vehicles through their business, and on a personal basis. It would be great to link them to their respective business as "Business Owner"
The same would go for a Trust, you could link the customer as "Trustee"
Michele McCoy
Merged in a post:
The Connection
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Alexis Smith
Can we have a co-signer option when selecting the connections relation? It would be helpful to see previous co-signers once the deal is closed.
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Alexis Smith
There are some occasions where it may be helpful to look up who co-signed in the customer profile. An alert for any info offered in the portal would be helpful to get notifications about on the co-signer profile. Mostly just having the option to label the connected customer as their co-signer when its not someone who is family to the original buyer.
Shelby Parker
Hello Alexis Smith! I have a few more questions for you:
- How frequently do customers need to reference previous co-signers after a deal is closed?
- Are there specific details about the co-signer that should be displayed or stored in the system?
- Would you like notifications or alerts related to co-signers during the deal process?
Michele McCoy
marked this post as
gathering votes
Shane Burtzlaff, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Great to hear your perspective, Shane Burtzlaff! I have a few more questions for you:
- What specific information or attributes should be included when linking a customer to a business or trust?
- Are there any specific scenarios or use cases where linking a customer to a business or trust would be particularly beneficial?
- How should the system handle situations where a customer is linked to multiple businesses or trusts?