Feature Requests

Is it possible to search notes by keywords or phrases? can this be made possible, like searching messages on your cell phone.

It woul be benficial if the CRM allowed us to search by the clients address, rather than only name and phone #.

Have an "Advanced search" type of search where we can search by address, vehicle, etc.

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.)

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.

It would be beneficial to be able to search a vehicle by Year, Make & Model instead of only the stock #

Currently the CRM does not appear to search dead deals for a stock # or VIN when you use the search bar. We have had a situation more than once where this feature would be beneficial.

Currently, the CRM search function is limited to first and last names and phone numbers. I’d like to request a more advanced, comprehensive search feature similar to Gmail’s — one that allows users to search by keywords, notes, appointment times, tags, or any customer-related details, not just names or phone numbers. This improvement would make it much easier to locate specific interactions or follow-ups when only partial information is known (for example, remembering a note or appointment detail but not the customer’s name). Adding filters and sorting options would also help narrow down results quickly and improve workflow efficiency.

Would like ability to search for deal with only last 8 of VIN instead of having to type in the whole VIN.

Hi, I was hoping to get a search bar installed in where the video library is at for the mobile app. That way when someone is looking for a certain car they can type in the keyword and it will narrow the search. With around 200 cars in our inventory it takes a bit to find the one you are looking for. I see there is one on the desktop version but not on the mobile app. Thanks