Feature Requests

An option to send credit applications to both buyers under "credit app" instead of sending under each profile. Or allow customer to add a co-buyer.

We have a significant number of customers that purchase through a business. Not being able to submit their credit app right from the CRM creates a significant amount of duplicate work and previous CRMs have always had this ability available. Please integrate business credit apps push to DealerTrack/etc.

It used to be nicer to have the buyer and co-buyer information on the screen at the same time. Also, being able to copy Insurance from one to the other would be great.

Dealerships can streamline the credit application process by integrating an online credit application directly on their website. When a customer submits their information, the system will automatically match it to an existing customer profile or create a new profile with a lead. All credit application details will be stored within the customer card, eliminating the need to manually transfer data from third-party providers that charge $90–$200 per month. This seamless process enhances efficiency for both the dealership and the customer, ensuring all information is centralized within DriveCentric for a more streamlined workflow.

Issue Summary In the current contact information workflow, DriveCentric allows users to enter Address → City → State/Province → Zip/Postal Code. When the Zip/Postal Code is entered, the system often overrides the correctly entered city with an incorrect or unrelated city/county/area. This behavior creates unnecessary rework and introduces data inaccuracies. Current Problem Users correctly enter the city first. Upon entering the Zip/Postal Code, DriveCentric auto-updates the city field. The updated city is frequently wrong (random county or nearby area). Users must then backtrack and correct a field that was already accurate. This is inefficient, frustrating for staff, and leads to inconsistent or incorrect customer address data. Business Impact Slower data entry and increased admin time Higher risk of inaccurate customer records Redundant corrections that break workflow momentum Increased user frustration during high-volume data entry (sales, service, finance) Requested Solutions (Either Option Would Solve the Issue) Add a Toggle to Disable City Auto-Override Allow dealerships to turn off auto-population of the city when a Zip/Postal Code is entered. If a city is manually entered, it should be treated as authoritative. Change the Field Entry Order / Logic Allow Zip/Postal Code to be entered before the city. When tabbing forward, the city can then be reviewed or modified in sequence. This allows users to correct errors moving forward, rather than being forced to go backward and re-fix valid data. Why This Matters A forward-only, correction-as-you-go workflow is faster, cleaner, and reduces mistakes. If the auto-fill is wrong, users can fix it immediately. If it’s right, they can keep tabbing without interruption. This aligns with how staff actually enter data in real dealership environments. Summary This small workflow change would eliminate redundancy, improve data accuracy, and significantly speed up daily CRM usage across sales, service, and finance teams.

can we have a button in the Credit application to move current address to previous address, same with emploment.

If a customer has no middle name, Drive Centric is automatically putting the word NONE in the middle name section by default. I we really need that to change to leaving that field completely blank. It is happening to much now and the ones we don't catch are causing contract issues with the bank and can cost us a deal.

Add the option to change the default message and lock it from editing

when texting customer credit app the birthday does not fill

please add an email fiedl to the insurance screen and populate to eco auto insurance form