Deal Notes in Desking
We've added a great new feature to Desking that many dealers have requested: Deal Notes. Now any time changes are made to a deal and the changes are saved (either by clicking the Save button or when navigating away from the deal) it will automatically create a date and time stamped note.
Deal Notes can be found in a new hyperlink at the bottom right of every deal screen in ProMax:
The Deal Notes detail any fields that were edited and also all calculation changes that occurred as a result.