Will Not Implement
If you click the log action button in the Prospect At A Glance screen, update the status and add notes, the status section of the Prospect At A Glance does not update. If you log out and log back in to Marksman, the status section will be updated. You can also click the status edit button and update it that way as well.
This appears to be working as it should and by working as it should, the prospect updates but there is a display issue that causes the status to stay the same until you log out and back in.
First picture shows the "log action" window and the updates that will be made. It shows notes are added and the status as Mailed Proposal. Second picture shows the status staying the same after the changes have been saved.
It has been determined this is expected functionality and has been moved the PH for further consideration.
This is a display issue. When the customer logs out and logs back in, the update occurs. This customer updates approximately 50 prospects a day.
Dev noted this would be a 30-60 minute fix.
Doug noted this is not an area we are currently investing in and it is not strategic. We are only going to maintain for the foreseeable future. Because of this, we are not going to move this forward at this time. If this becomes a larger issue (with retention mostly) we may re-evaluate.
|Revenue or Retention?||Retention|
|Impact to Existing Customers||Multiple|
|Customer ID(s)||05plus01, 20comw01|
|Urgency||1 - Not time constrained|