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Feature Requests
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Add Customer (21)
AIM (4)
Appointments (85)
Business Rules (107)
Chat (33)
Legacy Conversations (30)
Customer Merge (40)
Customer Card (298)
Activity Box (11)
Dead Deal (5)
Credit App (33)
Customer Contact Card (20)
Header (13)
Misc Cust Card (2)
Past Activity (3)
Portal (6)
Vehicles (2)
Deal Docs (33)
Legacy Desking (69)
Digital Retail (4)
DMS (35)
Emails (77)
Email Blast (49)
Genius (99)
Appointment Confirmation (2)
Price Change Emails (0)
Genius Settings (0)
Integration (68)
Inventory (71)
Mentions (14)
Mining (100)
Miscellaneous (86)
Mobile (121)
Notes (26)
Notifications (82)
Permissions (36)
Pipeline (62)
Phone Calls (49)
Phone Dashboard (8)
Reporting (164)
Search Bar (22)
Service (17)
Sidebar (29)
Store Settings (48)
Tasks (46)
Templates (48)
Texting (93)
User Management (52)
Video (66)
Workplan (39)
New Desking (69)
New Conversations (14)
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.
16
·
gathering votes
60
Advanced Search
Add a filter drop down or an Advanced Search option to be able to narrow down search. For instance, filter only your customers or by date range to help locate a specific customer. By vehicle type on deal as well.
2
17
Key Word 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.
21
·
gathering votes
140
Ability to search by lead ID
Ability to search by the provider Lead ID in the system
1
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 #.
9
·
gathering votes
27
Include Dead Deals In Search by Stock # or VIN
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.
8
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gathering votes
24
Show Status of latest deal in Search Results
When searching for customers, if there are more than 1 with the same name: it would be extremely helpful if there was a status of the customer with the info. Such as Open/Delivered/Dead. Possibly even most recent interaction.
7
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gathering votes
4
Quick Search - Filters Results by User Contact
Currently trying to find some people when using the search option and getting the same name 30+ times is getting tiring. If we could filter out those who have and haven't been contacted by us it will save a ton of time and heart ache
4
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gathering votes
6
Quick Search - Search By Last 8 Digits of VIN
Would like ability to search for deal with only last 8 of VIN instead of having to type in the whole VIN.
3
·
gathering votes
14
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.)
10
·
gathering votes
68
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