Search by DMS Deal Number
gathering votes
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Luis Sanchez
Wondering if it's at all possible to add a deal number as a query in the Quick Search bar up top. I know we can type in stock numbers, but a deal number would be awesome.
Drew Adler
Merged in a post:
Need to be able to search customer by DMS#ID ex. 159111
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Eric Girjel
We need the ability to search customers through the search bar by DMS ID asap, also would be helpful for it to be on the print out work sheet.
Shelby Parker
Thank you for posting, Eric Girjel! I have a few more questions for you:
- What specific information should be included on the printout worksheet along with the DMS ID?
- Are there any specific formats or standards for the DMS ID that we should be aware of?
- How frequently do you anticipate using the DMS ID search feature in your daily operations?
Drew Adler
Merged in a post:
Search by Deal Number
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Noah Baker
Having to ability to search the CRM database by entering a control number (deal number) instead of having to input a customer's name or phone number.
Shelby Parker
Thank you for posting, Noah Baker! I have a few more questions for you:
- Can you provide more context on how frequently you need to search by deal number?
- Are there specific scenarios where searching by deal number is more beneficial than searching by customer's name or phone number?
- Would you like this feature to be accessible to all users or only certain roles within your organization?
Patrick Sullivan
I'd really like to be able to put any DMS deal # in the search bar and find the customer associated with that deal. I've been able to do that for the last 10 years and this is just making it a bigger learning curve than necessary
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Brooke Armstrong
While in my dealership "training class" i specifically asked if we were going to be able to search by deal number. I was told "Absolutely, you'll be able to use first and last name, deal number or stock number." So its really upsetting to realize we cant search by deal number because that's a huge part of my job. Hope to see this in the very near future!!
Shawn Goebel
Merged in a post:
Search by using DMS number
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Bill Webb
I would like to ability to search deals and customers by using the DMS number.
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Jacob Coleman
Merged in a post:
Search Deal Number
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Tasha Villines
Is there anyway that we can add a way to search deal number just like we do a customer or a similar way? Instead of clicking on delivered and adding a filter that "is like" and so on, just be able to search the deal number?
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Luis, thanks for the feature request! Just to clarify, are you wanting to search by the DMS Deal number for open deals that have been pushed and delivered deals?
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Luis Sanchez
Jacob Coleman: Hey Jacob, correct!
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Jacob Coleman
Luis Sanchez: Got it! Just wanted to make sure I was understanding correctly.
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Luis Sanchez
Jacob Coleman: I appreciate it!
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