Customer Suggestion Portal

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

Refresh Button on Customer Work screen

It would be great if there was a "refresh button" on the customer work screen, currently the only way to update ICC SMS/EMAILS in the notes is to back out and then click back in

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • May 22 2018
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    30 Aug, 2018 02:24pm

    Thank you for your suggestion - your idea was included in the new release this morning.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    21 Aug, 2018 08:34pm

    Development has been scheduled to add a Refresh button to the top of the Notes section.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    21 Aug, 2018 05:58pm

    Yes.  I agree - a "refresh" button somewhere would be great.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    13 Aug, 2018 03:48pm

    Yes!!!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    11 Aug, 2018 03:18pm

    Agreed that would work

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    10 Aug, 2018 10:07pm

    Yes, definitely.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    10 Aug, 2018 06:11pm

    EmailHello Darian,

    Adding a refresh button above the list of notes is a great Idea. I would even be satisfied if one was added to the very top of the screen somewhere beside the log out x, email icon, etc is at.
    Thanks for addressing this issue.

    Dustin Allen

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    10 Aug, 2018 03:25pm

    Would a Refresh button above the list of notes work?

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    9 Jul, 2018 08:53pm

    Absolutely need to be a better way then clicking out and back into a customer screen, even using schedule activity and back out. Paying for a product I shouldn't have to do that.   

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    29 Jun, 2018 08:19pm

    Click Schedule Activity, then hit cancel, and it'll refresh the screen