Feature Requests

Require the customer to acknowledge a disclaimer before submitting their updated information to the CRM.

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.

Please create a box on the credit application that asks the customer for permission to run credit, send to lenders, etc. Attached is an example, this is needed to protect us in the event a customers disputes they gave us permission to pull their credit

Auto-populate the city and state when a ZIP code is entered in the Credit App?

The credit app request for text or email in the customer card is great, please add a spanish option as well!

With data being removed after 12 hours, we should be able to customize the message the customer sees when we send the credit application link to the customer to set the proper expectations

Clarify what the system is wanting: The example populated indicates it wants the year in a 4 digit format. However, the system will accept a 4-digit year if you do not enter backslashes, or it will accept a 2-digit year if you enter backslashes. You cannot enter a 2-digit year if you do not enter backslashes. Minor stuff, but annoying when you try to match what it's showing and then you're told it's wrong.

an option to send credit applications to both buyers under "credit app" instead of sending under each profile

I would really like if we had the ability to choose what's required and what isnt when a salesperson is inputting customer information/credit app. For example if they try to save or push credit app without there being an email, job time, birth date, when they go to save it doesn't allow them to. When it doesnt allow them to, maybe it can be highlighted in red for whatever was left blank or unanswered.

Both physical and mailing addresses are needed in a customer's profile. Both should be available, with a check box to duplicate if there is no PO Box.