Customer Suggestion Portal

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

Change VIP Log so heading will read "Appointment Set By" instead of "Salesperson"

At most dealerships BDC Reps are setting many of the dealerships appointments but are not the Salesperson. As it is currently, the BDC rep setting the appointment shows up on the screen in the showroom as the "salesperson" even though they may not be in sales and are just the one who set the appointment. Changing the heading for that column on the VIP log will make it less confusing to customer. In this way, if the appointment WAS set by a particular salesperson they would still show up as the one who set the appointment, or, if it was set by a BDC rep, it would accurately reflect that they set the appointment even though they are not the salesperson.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Aug 27 2018
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    September 06, 2018 14:34

    This feature hit production with this morning's new version post.  Thanks for the idea!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 28, 2018 14:58

    This is a good idea - I've asked to get a ticket created for dev.