Customer Suggestion Portal

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

Add a tab that you can click to see the last 10 customer screens you have viewed & access any of the workscreens.

If you are bouncing around responding to several different customer emails, texts etc., this would make it easier than having to go the recall screen to recall a customer you just corresponded with.

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  • Jun 4 2018
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    Jeff Curry commented
    17 Apr, 2019 02:14pm

    We've added a Recent Customers icon in the ProMax header.  Clicking this icon will give you a dropdown of the 10 most recent customers you've viewed, regardless of what context you viewed them in (e.g. in a Deal, on their Customer Workscreen, etc.)

    Recent Customers icon

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    30 Nov, 2018 03:48pm

    This can maybe be implemented in the recall screen next to start search and merge prospects option to have last searched there as well

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    11 Sep, 2018 07:03pm

    News flash! I use Promax for my searches and then open MULTIPLE Promax Mobile screens as needed. You can access all new leads, and there are just a few limitations so I may notate what I need to do later. For example, you can update 'Customer Status'  Bad/Unsubscribe but not the 'Lead Status." It was a new world when I discovered this. :)

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    31 Aug, 2018 02:25pm

    Something in place for a very long time which mimics this is the config choice "Move prospect to top of log when prospects information changes" then you use the prospect log browse to view last customers that you accessed.  I still think a toolbar button which has a drop down to quickly navigate to a recently accessed customer makes sense, but you could use this config choice as a work around for now.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    9 Jun, 2018 02:00am

    Being able to use multi screens or tabs at once would be great!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    4 Jun, 2018 03:49pm

    I've been wanting to do this for a while... you've got my vote!