Customer Suggestion Portal

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

It would be nice to compile customer lists by category

You know how you can check inventory by clicking on the header for price, make, model, year, mileage, etc.

I would like to go to my owner base and sort/compile by name, date of purchase, type of vehicle they bought, lenght of finance term, trade equity or not. Maybe even showing credit score too would be helpful

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jun 9 2018
  • Will not implement
CRM
  • Jun 21, 2018

    Admin Response

    This is mostly covered by options within the Filter/Sort screen on the Ownerbase.  You can Filter on vehicle Make/Model/Style, filter on Equity over/under or between values, Sort on name, vehicle info.

    You also have the ability to create a specific filter/sort and save it for future re-use.

    Also you can export the data on this report and slice it and dice anyway you want in Excel.

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