Enter Nickname when Adding Customer
gathering votes
H
Howard Rosenberg
Would be easier to enter nickname when first entering customer on their card rather than having to go to the credit app screen to enter their nickname.
A
Austin Vokoun
It would help to show on their contact card on the app as well. I feel that sometimes when I am working remotely I forget they had a different name than what is legally on their ID.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Howard, thanks for the feature request! We'll continue to monitor this for feedback, and you'll receive an updates automatically.
H
Howard Rosenberg
- Doesn't matter how often. The idea of having to go to a different screen while you are first entering the customer into the system takes extra time.
- See above and even if it is past the original visit it just makes more sense to modify a customer's name on the edit screen rather then the credit app. If it is a cash deal you wouldn't ever go to the credit app.
- My opinion initial customer card would be best.
Thank you.
Shelby Parker
Hey Howard, thanks for your feedback! I have a few more questions for you:
- Can you provide more context on how often you need to enter a customer's nickname?
- Are there any specific scenarios where having the nickname field in the initial customer card would be particularly beneficial?
- Would you find it useful to have the nickname field in other areas of the CRM, or is the initial customer card the primary area of concern?