Customer Suggestion Portal

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

AUTO Show all notes

In the prospect screen it would be nice if it auto showed all notes instead of system notes which USUALLY not the first thing I need to see when working a lead. 

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jan 9 2020
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  • Admin
    Jonathan Ostrander commented
    19 May 01:08pm

    A ProMax Administrator can now set your default note view to Show All Notes. Admin -> User Access -> Click on Username. In the bottom right section there is a Default Note View drop down.