Customer Suggestion Portal

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

Allow Merging Of Co-Applicant From Recall Screen

As of right now, the only way to merge a co-applicant is a work around. You have to copy a phone number or email address and then go to the primary application and paste it in. Then you have to go back to recall and paste the number or email back into its field to populate all 3 or more files. From there you can merge the files.

All we need is the check box for app and co-app. It's currently only on the main applicant.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Sep 27 2018
CRM
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    November 30, 2018 15:50

    when you are in the cust profile you can go to the transfer tab and put the cust to active, do the same with the second account. they are now under prospects logs active and you can select the accounts to merge as normal