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02-14-2023, 11:38 AM #1
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
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
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02-14-2023, 12:01 PM #2
- 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.
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02-14-2023, 12:57 PM #3
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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