Feature Requests

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.

I need a way to merge deals even when DC doesn't flag them as potential dupes.

When you merge from the duplicate dashboard it removes all info from the desking log. Makes it so you either lose the data or go back and re-enter all info. Desking log should be kept accurate and not removed.

When a customer is entered into the CRM with a coapplicant, sometimes in finance they swap the primary and co depending on the lien holder - once it is pushed through the DMS and back into the CRM it then creates a duplicate profile. Currently Drivecentric does not allow merges on those duplicate profiles due to it showing on the same deal. Can we get some sort of override on this??

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 to have both applicants on the same file. That way you don't have to change any entity information to merge leads properly.