Customer Suggestion Portal

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

A Button To Reassign A Salesman's Customers Without Deleting The Salesman.

We often promote from within. It would be great if when we do this we could reassign the salesman's customers without having to do a filter/sort that you can only do 50 customers at a time or having to delete your employee altogether. We need a button that will reassign all customers in the background just like when you delete the employee.

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  • Nov 2 2018
  • Planned
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  • Admin
    Darian Miller commented
    November 05, 2018 22:54

    Good idea!

  • Admin
    Darian Miller commented
    November 12, 2018 16:51

    This is being tracked in internal Ticket #495692