Scanning License For Existing Customers | Feature Requests

Scanning License For Existing Customers

Alexis Smith

You can only scan a license in the mobile app if you are creating a new profile. It would be nice if we were able to go to the current profile to scan without having to create a whole new profile. This will help prevent sourcing issues and unnecessary duplicates and give an easy way to keep track of license scans.

Trevor Johnson

You can scan the license on an existing profile. While the customer's profile is up under "overview" and "buyers" you'll see the customer's name again. Once you click their name again on the top right it says edit then at the very top there is a "Scan License" button. It is kind of confusing how you're already on their profile yet have to go to a separate screen to view any of their information.

Shelby Parker

Thanks for sharing this, Alexis Smith — really helpful context. Totally hear you on how limiting it is to only scan a license during new profile creation, and how that can lead to duplicates and sourcing headaches. I’m looping this into our team’s review so we can assess adding license scanning directly from an existing profile, and we’ll follow up if we need any additional details from your workflow.