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Customer Contact Card
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Marking a Garage Vehicle Previously Owned vs. Deleting
Would love to be able to mark a vehicle 'previously owned' instead of just deleting it from the profile. This helps a lot with steps to the sale and providing multiple options to the customer when purchasing. Multiple previous CRMs have seen the benefit in this feature.
4
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Customer Card
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gathering votes
26
Adding Co-Buyer to the Customer Contact Card
Please add the co-buyer to the customer contact card! This is a very important request, and I agree that it's helpful to connect the co-buyer information to the co-applicant data on the credit application.
6
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Customer Card
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gathering votes
38
Customer Contact Card: Suffix Section
Add suffix section to Contact Contact Card and allow for it to be pulled in via driver's license scanner.
6
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Customer Card
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gathering votes
13
Customer Contact Card - Add Birthdate and Vehicle Sale Date
The new update is clean looking, but took away valuable information. Now there is no way to quickly see the customer birthdate or the sale date of the vehicle at a glance. Please put that back on the side card!
8
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Customer Card
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gathering votes
12
Add Additional Users to the Customer Contact Card
I'd like to be able to have additional users assigned, just how you can have two sales people assigned. Ex: 2nd BDC, Desking manager, Finance Manager, Manager, etc.
52
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Customer Card
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gathering votes
180
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