Customer Suggestion Portal

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

Add ability to de-dupe/hide duplicates lead management and results by "lead date" and show full informaiton columns

Hide duplicates like there already is in other places. This would give the ability to sort by lead date (thus allowing previous customers now re-inquiring to show in the dashboard where they currently would not. I.e. a customer that purchased 2 years ago and submits new lead does not show under lead date. But if this customer submits multiple leads in one day, would still only want to see one customer lead. For example in picture, this person submitted 4 leads. so under "lead date" selection this person counts as 4 leads, even though it is one customer.

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  • Aug 30 2018
BDC
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