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.

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  • Sep 27 2018
CRM
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