Customer Contact Card - Add Birthdate and Vehicle Sale Date
gathering votes
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Chris Fulk
The new update is clean looking, but took away valuable information. Now there is no way to quickly see the customer birthdate or the sale date of the vehicle at a glance. Please put that back on the side card!
Michele McCoy
Merged in a post:
hola. can you put the birthday back on the contact card on the left
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Tricia Wohler
hola. can you put the birthday back on the contact card on the left
Shelby Parker
Hey Tricia Wohler, thanks for your feedback! I have a few more questions for you:
- Can you clarify where exactly on the contact card you would like the birthday to be displayed?
- Is there a specific format you would prefer for the birthday display?
- Are there any other details you would like to see on the contact card?
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Tricia Wohler
Shelby Parker it used to be right below the name address phone and the pop out in a lead. 01/01/2024. with chevy we have a bunch of rebates
Canny AI
Merged in a post:
Display Birthday on the Customer Contact Card
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Rebecca Boczkowski
Would like to see the DOB included in the abbreviated customer contact info in the customer card; this was removed with the recent customer card update.
Drew Adler
gathering votes
Hello all and thank you for your feedback! Pardon the delay in updating the status on this. We'll monitor this feedback and provide any updates along the way.
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Linda Morrison
Agree. If the vehicle is still in the "garage" now you have to click the Deal Button to see the date of sale. Just another extra step. I look at customers info everyday. Can the vehicle date be added behind the vehicle. Add the birthday line to the customers info under their address.
Shelby Parker
Hello Chris Fulk! I have a few more questions for you:
- Can you please specify where exactly on the side card you would like to see the birthdate and sale date?
- Are there any other details you would like to see on the customer contact card?
- How frequently do you refer to the customer's birthdate and the vehicle sale date in your daily operations?
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Chris Fulk
Shelby Parker
- If you could put it in the top section with customer information on the side card. The purchase date would be nice if it was back under the the vehicle information in the Garage.
- I think just these two items.
- I look at Birthday everyday as I send birthday wishes or when speaking to a customer already in the system. The sale date is also a daily item as I send reminders for Backend Products and anniversaries. These both simplify adding a task as it reduces the number of "click" to verify information and make it more efficient.
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Rebecca Boczkowski
Would like to see the DOB included in the abbreviated customer contact info in the customer card; this was removed with the recent customer card update