Feature Requests

Have the ability to add a customer in DriveCentric without having to open up a deal.

It would be more convenient to have the cursor pre-populated in the authentication field. Currently once you retrieve your code from your phone you have to click to get your cursor in the field. In many similar situations the cursor is already in the field so you can simply input your code.

When attempting to link delivered deals, the user would like for the company name to be above the deals in the possible open deals like as if it was regular individual accounts to help link deals properlly

Other CRMs allow you to automatically recategorize inbound leads to another Source Type based on Source Description. For example, if I wanted to say that an inbound "Internet" lead from the Source Description "GM Financial - Customer In Equity" isn't actually an Internet/ILM lead, I should be able to set a rule that overrides that automatically to change it to Campaign. DriveCentric's current system would allow for this if that lead source was routed to a different address that we can set up, but this is challenging with certain OEMs and the sub-set of non-customer-initiated "leads". Plus - every other bad CRM that we didn't pick for our group CAN do this! It's just weird that the supremely advanced DriveCentric cannot accommodate such a simple feature. :)