New Centrex Notes Tab UI
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  1. #1
    Senior Member Reputation points: 10227
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    Dec 2015
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    Costa Mesa
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    New Centrex Notes Tab UI

    Hi All,

    We just went live with our new notes tab UI within the Centrex platform within the contacts tab. This change was based on several meetings and quite a bit of feedback from all sorts of clients offering all sorts of finance products. We very much understand that any time you make a change to a piece of tech that is used heavily, there is going to be some push back. We would love to hear all feedback from the community on how we can make the change better for all parties.

    Looking forward to hearing your thoughts for those using Centrex.

    Trey Markel
    tmarkel@centrexsoftware.com
    (888) 622-5810
    www.centrexsoftware.com

  2. #2
    Senior Member Reputation points: 8659
    Join Date
    May 2014
    Posts
    187

    Have the option to change it back. I have heard from many reps this morning, and they all hate it. Having to go page by page instead of scrolling is ridiculous. Sure, it looks better, almost like a Sales Force knock-off, but functionally its horrible.

  3. #3
    Senior Member Reputation points: 32658 Zach's Avatar
    Join Date
    Nov 2013
    Posts
    1,733

    I think we need to have major overhauls like this implemented slowly or given the option to "test it" before we are forced into it.

    We have nearly 125 reps using the platform and it's caused quite a ruckus in my office.

    A brief little test run would have been much smoother.
    Zachary Ramirez – CEO
    Phone: 562-391-7099
    Email: zach@zacharyjosephramirez.com

    1661 N. Raymond Ave #265
    Anaheim CA 92801

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