Feature Requests

If delivered customer profiles match name, phone number and address. It would save a lot of time if the system could detect and match those areas, and if they do then automatically merge the accounts. We would only manually merge delivered accounts if they do not match.

I think it would save a LOT of time if we could merge multiple duplicate leads that have all the same information vs having to merge all 20 profiles one by one. If we could just select a little box next to them and press "merge all" or something. Sort of the same concept as being able to delete multiple pictures or emails on a phone.

Currently the system seems to only recognize possible duplicates on Name. Phone number and email should be higher priority data sets to determine duplicates than name. Names are constantly misspelled, and nicknames muddy up the database. Phone numbers should be merge points across all lead types and current customer data.

If a customer has more than one open deal on their record, we should have the ability to merge the information together into one deal (as long as they are the same deal) and not close one as dead, losing proposals and vehicle information. This divides the deals up and separates information. When sales managers and salespeople are working on deals from the internet department, there are so many times per day that a duplicate deal is opened. Unless I stumble across it and notice there are more than one active, open deal, these deals can get lost and negatively impact our records and percentages. If there is more than one open deal, that is just duplicated, on one customer record I would like the option to just merge the two together.

Use ONLY the first 5 digits of ZIP code. While 9 digits might migrate from external inputs, only 5 are needed for communication. Multiple duplicates are often cued off of this data, unlikely to be the primary identifier of a customer.

It would be nice if when merging customer you could add one as the Co app.

It would be extremely helpful if the Customer/Deal Number (located in the top-right corner of the customer profile) was retained when profiles are merged. Currently, if the BDC sets an appointment on an internet-sourced profile but the customer is sold under a duplicate profile, the original Customer/Deal Number is lost during the merge IF we select the original source, not the duplicate, where the client was marked sold. While we can choose which profile source to keep, we cannot retain the source from one profile and the Customer/Deal Number from the other. This creates additional work for the BDC Manager, as we have to go to the profile after delivery to change the source. If it stays that way, it can impact reporting accuracy. Retaining both Customer/Deal Numbers after a merge, would improve attribution, reporting, and workflow for both the BDC and sales teams.

Ability to see leads that need to be merged without going into the deal completely.

Currently merging leads results in much of the extra data being lost off the lead that is combined into the original one, ex. tasks will only stay from the main lead. We would prefer visibility to see all notes/wishlists, vehicles of interest and either push all them over to be deleted after the merge, or allow them all to be individually selected to determine what is left on the merged profile.

It would help to have a location/bucket within the system to pull up all potential duplicate customers. That way managers are able to review to ensure records are being merged appropriately by the team.