Would love a way to search through my specific customers by name/vehicle, both sold and not yet sold.
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Elijah Heggernes
As it sits currently, the only way to search customers by name is to search the whole stores database. It would be very helpful to have a function available to search through customers currently assigned to me, and through all customers I have previously sold. As it stands there is no filter that shows all sold deals. You have to choose a specific date range, and even then you can't search through those customers by name.
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Elijah Heggernes
Sounds good thank you so much!
Shelby Parker
Thanks for posting this, Elijah Heggernes — really appreciate the detailed context. Totally hear you on how limiting it is to only be able to search the full store database, especially when you’re trying to quickly find customers assigned to you or past sold deals (without having to rely on date ranges). I’m sharing this with the team for review so we can look at options for searching within your own customer list (by name/vehicle) across both sold and unsold, and we’ll follow up if we need any extra details.