Customer Suggestion Portal

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

Show Email when working in Work Plan View of Customer Accounts

When working in the ​Daily Work Plan and viewing in the Outbound Call Note Editor - it would be very helpful to have the email field showing on the same line with the phone numbers.  This way you would KNOW if you have an email to be able to send an email from here, without having to get out and look at the customer's mail account.  Of course, you can see in the notes if you have already sent an email, but for new customers or customer info taken over the phone, you can't see the email to know. 

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  • Jul 25 2018
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    6 Sep, 2018 02:32pm

    This feature hit production with this morning's new version post.  Thanks for the idea!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    24 Aug, 2018 06:04pm

    Thank you for your suggestion.  We've created internal ticket #478991 and have scheduled for devs.  This is tentatively scheduled for release the week of 9/3