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Connections for a Customer appear in Quick Search
The Connections feature is great, but for better utilization. This should be accessible in the duplicates menu
5
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Search Bar
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gathering votes
4
Key Word Advanced Search (Notes, Texts, Emails, etc.)
Is it possible to search notes by keywords or phrases? can this be made possible, like searching messages on your cell phone.
32
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Search Bar
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gathering votes
216
Search by DMS Deal Number
Wondering if it's at all possible to add a deal number as a query in the Quick Search bar up top. I know we can type in stock numbers, but a deal number would be awesome.
19
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Search Bar
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gathering votes
115
search feature
i can search by name which is heapful but i have so many customer and sometimes I can only remeber the car they were looking at it would be cool if I could searc hthe STOCK, VIN or "2014 GMC" and see all the customers that have that car loaded in there
2
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Search Bar
1
Showing results with same last name
When searching a customer's full name can we have all customers with the same last name who have an open file populate? Help prevent partners with separate numbers/email address getting sent to two different sales
1
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Search Bar
1
Fix Bug on Copy/Pasting Phone numbers with a 1 in front
When copy/pasting a phone number into the search bar if there is a 1 in front of the number it shows no results. Can this be updated to allow searching when a 1 is added in front of the number?
0
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Search Bar
1
Search by address
It woul be benficial if the CRM allowed us to search by the clients address, rather than only name and phone #.
14
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Search Bar
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gathering votes
67
Search bar
Have an "Advanced search" type of search where we can search by address, vehicle, etc.
3
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Search Bar
7
Handle Typos in Quick Search
When searching for customers, if there is a slight typo the search should still present similar customer options. (Ex. When typing in Samul, customers with the name Samuel should populate.)
11
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Search Bar
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gathering votes
89
Search by Year Make & Model
It would be beneficial to be able to search a vehicle by Year, Make & Model instead of only the stock #
1
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Search Bar
3
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