Spouse information
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Steve Allan
I would like to see a space for a spouse in the customer profile. Something that will link customers together with their spouse without merging the account. If I start my customers profile in store in the wife's name, and then my customers husband looks online after I have been talking to them both in store, and creates another profile, I don't currently see a way to match the couple without merging the profiles. This doesn't keep people from trying to skate my customer because the husband doesn't match the wife.
Shelby Parker
Hey Steve Allan, thanks for your feedback! I have a few more questions for you:
- How would you like the spouse information to be displayed in the customer profile?
- Are there specific fields or details you would like to include for the spouse?
- Would you like any notifications or alerts when a spouse profile is linked to a customer?
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Steve Allan
Shelby Parker I would like to be able to put in a spouse name and phone number. We have a shady salesman here that likes to put the spouses name into the system so that he can skate other sales people. If the spouse could be added, it would eliminate a lot of this trouble.