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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    Guest commented
    October 11, 2018 15:42

    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. 

  • Admin
    Jeff Curry commented
    17 Apr 14:19

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