Search by address
gathering votes
R
Rachel Vonkahle
It woul be benficial if the CRM allowed us to search by the clients address, rather than only name and phone #.
A
Adam Miller
We recently had a situation where a young customer was working with a salesperson to determine the vehicle that they wanted. The customer's parents called in separately, looking to purchase the vehicle for the young customer, and didn't mention that he had been working with anyone.
Because they were different individuals, there was no duplicate entity warning, and so we ended up having accusations of skating on our floor...Allowing the address field, as well as other relevant fields, to throw a duplicate warning - or at least let them show up in the search results! - is a standard feature on other CRMs, and would have prevented a lot of heartache in this case.
M
Melissa Prochnow
Checking in to see if there is any movement on being able to search by address
Patrick Sullivan
I'd also like to see search by address, deal #, owned VIN, previously owned VIN
J
Jacob Coleman
Merged in a post:
I need advanced search like vinsolutions
Allen Tran
The ability to search customers by address, VIN number, or home address
Allen Tran
- being to search customers by VIN or address or stock number; all the time
Shelby Parker
Hey Allen Tran, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you envision the advanced search feature working?
- Are there any specific fields other than address and VIN number that you would like to search by?
- How frequently do you anticipate using this advanced search feature?
M
Michelle Beckwith
would love that
C
Christine Conley
deal number
R
Richard Lane
and deal number.
C
Charlie Karkaetedes
Yes please!!
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