Wish List > Additional Notes: Adding a #tag that is searchable
under review
A
Ajaz Sheikh
Clients sometimes are looking for a very specific model, feature, color on both new and pre owned. the Wish List does not cut it. It will alert only on a few items and every sales staff is different with memory - some remember names some don't - so how about creating a # tag for the notes that are searchable - so that way - when we do see a car that matches expectation, we do not have to go down the list of over thousands of clients to look for that 1 clients, a # tag will funnel down to lot lesser number and then memory can take over or we can give other clients a try for the car that we have.. thank you !
A
Ajaz Sheikh
Hey Michele, so i would like to make very personalized #tags depending on what stands out during the conversation / meeting ; example would be only #blue #rangerover #autobiography #sidesteps so if something or anything shows up i would search in the search bar and if its any of the notes for any client - i should be able to filter those clients.. that's what i was thinking
Michele McCoy
marked this post as
under review
Michele McCoy
Ajaz Sheikh, thank you for writing in. Can I get a little more information.
1. Where would you expect these # tags to be searchable (e.g., Mining, Pipeline smart lists, global customer search)?
2. Should these tags be free-form within notes, or managed similarly to Customer Tags via Store Settings to ensure consistency across users?
3. Can you provide a few example tags you’d expect to use (e.g., model/trim, features, color, new vs. used)?