Customer Names in Activity Reminders
Now Link to the Mobile Workscreen!
A feature that has been frequently requested over the years is the ability to navigate to the Customer Workscreen from a link in a Scheduled Activity Reminder.
Enter the Mobile Workscreen, which we unveiled last week. Now that you can view a version of the Customer Workscreen in your internet browser, we created a hyperlink in the Activity Reminders that takes you right to the customer:
Now if you're in the middle of a deal and a Reminder pops up, you just click the link and it launches the Mobile Workscreen in your browser. You no longer need to navigate away from what you're doing in ProMax; now you can look at the customer's history, make calls, and add notes, all while working elsewhere in your ProMax system.
Other Changes & Fixes
- We updated the Forecast popup in the Manager Dashboard Leader Board Dealer Group Rankings to account for dealerships that don't have any departments configured in ProMax. [Item 192877]
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