Customer Suggestion Portal

Ideas submitted here will be evaluated for upcoming releases of ProMax. Encourage your co-workers to vote on your issues!

Change times for weekly/ monthly customers

It took me a while to figure out 'weekly' follow-up wouldn't set to next Tuesday if I set it on  Tuesday, it would go five days out. I missed a lot of customers early-on in switching to ProMax because of this. I work a set schedule and would miss customers as it'd come up on my days off and I wouldn't see the customer in my tasks for two weeks. I have to work-around by going into prospect logs and individually clicking through customers so I don't lose them.

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  • Aug 23 2018
BDC
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