Key Word Advanced Search (Notes, Texts, Emails, etc.)
gathering votes
A
Arielle MacDonald
Is it possible to search notes by keywords or phrases? can this be made possible, like searching messages on your cell phone.
J
Jake Hales (Gee Corporate)
I would add, this could now be done in tandem with Genius Summary or Genius Reply, where the open AI could search the Activity record within that customer profile. I have heard similar request from several stores in direct feedback at the recent DC20.
L
Luis Oviedo
YES, REALLY I NEED THIS
J
Jacob Coleman
Merged in a post:
Searchable Notes
J
Jeff Willis
Vin Solutions has availability to search for keywords in the Notes section. Really helps to find customers that need "3 row SUV" or anything that is entered as a note.
J
Jacob Coleman
Merged in a post:
Find a customer using key words or a sentence
B
Brittney Koger Wood
On a iphone when you go to your messages you can search key words, phrases, or even sentences and every message with those key words will pop up. This feature would help immensely in finding past customers that we have forgotten about. For Example: There was a customer who I spoke with 2 months ago who only wanted a certain hard to find vehicle and we FINALLY got one in I have looked and looked and can not find him and if we had this feature I could type in " white 1794" and it would 100% pop that customer up. This would assist is selling more cars as this happens a good bit not just with me but every sales person I have personally spoke with.
Natasha Piltingsrud
YES PLEASE! This would be amazing :)
Drew Adler
Merged in a post:
Advanced Search
K
Kris Reindel
Add a filter drop down or an Advanced Search option to be able to narrow down search. For instance, filter only your customers or by date range to help locate a specific customer. By vehicle type on deal as well.
Drew Adler
Merged in a post:
Seach note section for specific keywords
A
Ashley Kanuszewski
It would be nice to be able to search the notes section under the green tab for specific key words. Example - Customer wants a 22 Tahoe LT. If I put that in the notes section, it would be nice to have the ability to do an advanced search where I could search that note for specific keywords.
Shelby Parker
Hello Ashley Kanuszewski! I have a few more questions for you:
- How frequently do you anticipate using the keyword search feature in the notes section?
- Are there specific types of keywords or phrases you often need to search for in the notes?
- Would you prefer the search to be case-sensitive or case-insensitive?
Drew Adler
Merged in a post:
search by word
G
Glenn Ellis
One of the CRM's we worked with has a feature that lets you search by a key word in the notes...for example "Tahoe"...it is a great search tool...thanks for listening
Shelby Parker
Hey Kris Reindel, thanks for your feedback! I have a few more questions for you:
- Can you provide more examples of the types of filters you would find useful?
- How often do you anticipate using this advanced search feature?
- Would you like the ability to save your search filters for future use?
K
Kris Reindel
Shelby Parker 1) Salesperson, sale date range, vehicle year/make/model, delivered or prospect, first name/last name.
2) Usage at least 1-2 times per day to locate specific files or customers
3) Not necessary to save filters, just an ability to select them from a list.
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