Customer Suggestion Portal

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

Ability to Save Filter/Sort with 30-60-90 or 180 days from Current Date

The filter sort feature is great, but the dates are set in stone when the report is saved.

If I create a great filter sort today and click the saved filter sort next week, I cannot see any of the new customers. 

I have to re-run a filter sort next week to capture those people.

I want to be able to Look at Unsold Internet Leads in the last 30 days. Last 60. Last 90....at any given time.  Or all customers for a certain salesperson within 90 days.  If the time frame was dynamic from today's date, I could get a lot more done and spend less time playing with dates in the filter sort screen.

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  • Aug 10 2018
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 17, 2018 21:05

    There are dynamic dates already in the Prospect Log Filter/Sort.  Current choices include:

    • Today
    • Week to Date
    • Month to Date
    • Last Month

    To clarify this request, do you want these along with new dynamic date choices:

    • Last 30 days
    • Last 60 days
    • Last 90 days
  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 18, 2018 18:39

    So when the filter sort is saved, those dates change dynamically when I click the saved filter/sort? Then it works better than I thought. :)

    It always looked to me like the date only changed when I made the original filter sort. If I make it MTD on the 15th, the date always stays on the 15th. I may be wrong there, but more options (especially 60 and 90 days) would be awesome.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 21, 2018 18:23

    Internal Ticket #338729 assigned, work has been scheduled for development

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 21, 2018 19:26

    awesome!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 23, 2018 18:26

    This dev change has been completed and should be in the next production release, which should hopefully be released next week sometime. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 30, 2018 14:27

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