Customer Suggestion Portal

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

"Customer work screen lock" for mobile and daily workplan

When a salesperson is in a daily workplan and they press the action under the "reason" tab, it should restrict access from any other salesperson from entering that same customer workscreen. Also, when an employee is in a workscreen on promax mobile, the workscreen should also be locked for other employees. 

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jun 29 2018
CRM
  • Attach files