Customer Suggestion Portal

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

Make customer info from workscreen available in desking screen

While desking deals, we often need to glance at customer info, such as physical address and email addresses, in order to check a available incentives in manufacturer's portal. I've been desking for almost twelve years and have always found myself bouncing from deal screen, to workscreen, and back to deal screen. It would help us be more efficient while working six to eight deals at a time.

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  • Sep 26 2018
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  • Admin
    Jeff Curry commented
    17 Apr, 2019 02:19pm

    We added a new option to "Launch Mobile Workscreen" when clicking on the Applicant hyperlink on any Desking screen.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    11 Oct, 2018 03:42pm

    The customer name is a link on the desking screen which brings up a menu to view the Workscreen or the App.  We'll add a new option to view the workscreen in the ProMaxMobile browser version so that you can tab between the desking screen and the workscreen.