Feature Requests

There needs to be a field added for the Employer Phone number. You can not submit a deal in any state with RouteOne or Dealertrack without a employer Phone number. This needs added ASAP.

I would like to ad "secure" to the portal link verbiage when sending the link to customers

Can I recommend that when opening a client profile, that clicking their name on the top left opens up a contact card where their information can be edited (name, email, phone number, address etc). The new system is confusing. A lead that comes in without phone number or email has no quickly identifiable way to edit contact information. I found out that you now need to click "Credit Application" to add this info. This isn't a particularly logical way. Our dealership utilizes some of this information to create test drive forms etc, and credit application is not the only time in which it makes sense to collect client information.

It would be nice if all communication in customer card would transfer over to new store when transferring customer to a different store.

The biggest problem I run into is not being able to get back immediately to another customer profile/card but rather figuring out where it was. It would be great if that could pop open into another window instead of having it disappear once I open up another person or portion of the website.

When going through my anniversary emails (the emails prefills with garage information) I would open up the customer information and it would show me in the garage when each vehicle was bought with a date - it no longer shows that. If there are multiple vehicles in the garage and you are sending an email, I now can't cross check that it prefills with the correct vehicle without clicking around in the delivered deal history. Can we PLEASE bring back the garage owned since dates???!!

New and Improved Value Tab on the Customer Card

It would be great to resize the window you are typing in for text or email because it is inconvenient not being able to see all the text you have written at once and have to scroll through 3 lines at a time! I appreciate not having a pop up window to text/email but being able to resize the box vertically would finish off the workflow completely from not having a pop up please implement this

Add Call Summaries to the Customer Card

When sending a text or an email we should have ability to add multiple attachments at one time. Currently you can only add one at a time.