Thanks for raising this, Vince Contreras — totally get why searching by address would be useful. To make sure we’re scoping it the right way, could you share which address fields you’d want included (street/city/state/ZIP), and whether partial matches should work (e.g., just a ZIP or street name)? Also, what’s the main use case you’re trying to solve (finding a household, verifying a record, spotting duplicates, etc.)? And lastly, where would you expect address search to be available — just the global search bar, or also within customer lists/filters and reports?

Also when DMS pushes a deal in the crm a lot of them are not automatically recognized by the system because it is not taking the address into consideration. Besides not flagging customers with the same address only because there is a dot or small differences like ST and Street, or zip code is a range in one customer and the other is exact, even if the rest is the same.

Two examples of this have happened this week -FYI

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.

Checking in to see if there is any movement on being able to search by address

I'd also like to see search by address, deal #, owned VIN, previously owned VIN

Hey Allen Tran, thanks for your feedback! I have a few more questions for you: