Customer Suggestion Portal

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

Be able to create custom filter/sorts in ownerbase and save them like you can in Prospect log

You have the ability to go into prospect logs and create a custom filter sort, name it, and save it so you can access it quickly at a later date. It would be nice to have this same functionality in the owner base using the existing filters already there. I.E- Create a sort by all 2011-2015 Ford F150 2wd customers, save it, be able to access it later without having to rebuild the sort/filter

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Sep 13 2018
  • Already exists
CRM
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    17 Sep, 2018 03:20pm

    This functionality already exists.  There's a "Saved Filter/Sort List" in OwnerBase just like in Prospect Log. Check out the screen shot: