Key Word Advanced Search (Notes, Texts, Emails, etc.)
gathering votes
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Arielle MacDonald
Is it possible to search notes by keywords or phrases? can this be made possible, like searching messages on your cell phone.
Shawn Goebel
Merged in a post:
Searching for Notes
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Lindsey Rendall
I would love the ability to be able to search notes I have created. Without necessarily putting in the clients name. This way it can auto populate things that match the search created!!
Shelby Parker
Hey Lindsey Rendall, thanks for your feedback! I have a few more questions for you:
- What specific criteria or keywords would you like to use when searching for notes?
- How frequently do you need to search for notes without using the client's name?
- Are there any specific types of notes or information that are more important for you to find quickly?
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Lindsey Rendall
Shelby Parker 1. vehicles I may have put in the notes but not into the system since we didnt have the vehicle of choice.
- I would use this quite frequently for example there are clients names I may not recall but to recall the vehicle of interest. Which I would have put in the notes but dont have a way of searching it
- yes in the notes I tend to put vehicle information and other important notes about the deal etc
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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.
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Luis Oviedo
YES, REALLY I NEED THIS
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Jacob Coleman
Merged in a post:
Searchable Notes
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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
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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
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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
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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?
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