Customer Contact Card: Suffix Section
gathering votes
M
Matthew Cheng
Add suffix section to Contact Contact Card and allow for it to be pulled in via driver's license scanner.
K
Kevin Jeffries
Def need a place in the contact card for a clients suffix. Several reasons 1. if we type in jr, sr II etc then when you search for last name it doesn't always show up 2. when you have multiple family members buying from you this can create confusion on which file to use. I would add salutation to the contact card as well, DR and Military veterans like to be recoginized
A
Aldin Heder
We frequently find customer cards where father and son accounts have been accidentally merged along the way. This would be a huge help to keep things organized.
Michele McCoy
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gathering votes
Matthew Cheng, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hello Matthew Cheng! I have a few more questions for you:
- What specific information should be included in the suffix section of the contact card?
- How frequently do you anticipate using the driver's license scanner to pull in suffix information?
- Are there any specific formats or standards we should follow when pulling suffix information from a driver's license?
S
Sean Agner
Should be a part of any CRM that pushes credit information to a portal Like Route one. Banks are getting more and more picky about the credit application matching the drivers license.