Feature Requests

we would love to have a license saved to reference in the future ...often a face to a name reminds us of what the customer was chasing

The co-buyer needs to print in the proposal sheet. If there are two buyers, they both need to show on the proposal. The previous version did print both

I would like to be able to add more customers to the bar on the bottom of the screen. Right now I can only put 5 customers in it when I hit the minus button on a customers page. I would like to be able to add more as I am working with more than 5 customers. So having them on the bottom of my page in DraveCentric is very helpful. Even if when you add more people and the names just shorten to the first name of the customer I can at least click on the name to open up their page to see exactly what one it is.

Would it be possible for the clients picture be imported to there profile as well when we scan there drivers license. Some of us have better memories with faces vs names. This was one of the feature that helped me most in our last CRM before they made us switch to this one... I miss that feature

Can we search a phone number without the (area code) please? In our old system (eLead), we could search with just the 7 digits......several times numbers were added incorrectly with the wrong (area code) when a customer visited and follow up was impossible (or when a lead by chance came in for same person).

When adding a customer on mobile, with a previous customer record is found, after adding new deal, source, and vehicle, the "Done" button in the top right stays greyed out. It is functional, just not intuitive since it stays greyed out. Should go to a white font symbolizing that you can click the "Done" button.

How is this not an option when reactivating a lead?

I had a customer come in by appointment that I could not find right away (his name was in as Jim, not James). I went to make him a profile, entered his phone and email, and Drive then found him with his email. I selected the customer, yet the phone number I got from him, and entered when searching him, was not transferred to the profile. Admittedly I should have verified his contact info before allowing him to leave, but I remembered asking him his contact information, entering it, and assumed it was then on his profile. How I am hoping this guy answers my email so I can make this deal happen.

I had a customer come in by appointment that I could not find right away (his name was in as Jim, not James). I went to make him a profile, entered his phone and email, and Drive then found him with his email. I selected the customer, yet the phone number I got from him, and entered when searching him, was not transferred to the profile. Admittedly I should have verified his contact info before allowing him to leave, but I remembered asking him his contact information, entering it, and assumed it was then on his profile. How I am hoping this guy answers my email so I can make this deal happen.

We switched from VINsolutions where when scanning a drivers license, it would upload a picture of the front of license so you can print it out. Saves time from having to scan and still copy on the printer. That way when I had a customer that bought multiple vehicles a year, I didnt have to copy it everytime.