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
    June 29, 2018 20:19

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

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    July 09, 2018 20:53

    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
    August 10, 2018 15:25

    Would a Refresh button above the list of notes work?

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 10, 2018 18:11

    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
    August 10, 2018 22:07

    Yes, definitely.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 11, 2018 15:18

    Agreed that would work

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 13, 2018 15:48

    Yes!!!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 21, 2018 17:58

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

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 21, 2018 20:34

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

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 30, 2018 14:24

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