Customer Suggestion Portal

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

We should not have to re0filter the service tab every time i click on a customer name and then get out of that customer when I am done.

Everyday I log into the service tab. I filter by the date and then by my name. From there, I click on a customer name, do my work and then get out. After I get out of that customer screen I have to re-filter the date and the salesperson name EVERYTIME. This is an extreme waste of time. We should be able to get back to the filtered names without having to redo it. Please fix this.

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  • Jun 4 2019
CRM
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