We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.

Column View only shows Company Phone numbers, not Contacts numbers. When selecting a opportunity you cannot view the contacts phone/cell number in the Main Opportunity window as it only pulls up the company numbers.

Currently, the "Team Leader" will show a list of *all* members of the Sales Team, even those that are limited to "audit" permissions.

In many cases, users from other departments need to be granted access to the Opportunities functionality, but they are not "active" members of the Team and should therefore not be listed in any of the various drop-downs in the UI.

I believe the existing "audit" role can be used to accomplish this limitation without requiring significant reprogramming of functionality.

This would go a long way towards keeping the UI as clutter-free as possible.

With each change in sales leadership in an organization comes a change in Sales Team makeup and distribution. Currently, there is no way to "retire" a Sales Team to preserve it for historical purposes without it continuing to clutter the various drop-downs in the UI.

There needs to be some capability to "retire" a team so that it can no longer be assigned to new Opportunities while still allowing it to be available for historical searching / reporting purposes.

Currently, the ability to change the "Owner" field in the Lead module is tied to the "Sales Manager" role. However, there are many cases where a rep might have the authorization to route Leads to other users, but they should not have the ability to change the Account Manager field on an Address Book record.

The ability to change the Lead Owner field should be handled as a separate role and not tied into the existing "Sales Manager" role.

It would be really great if the Save button for inputing notes and other data could be on the right side of the dialogue.

Where it is now is inconvenient as the cancel button is where the save button typically is.

When I convert a lead to an opportunity it would be helpful to see the notes from when I worked with that prospect before they were converted into an opportunity

When in the Address Book View need to Be able to view who has current Opportunities (need to be able to add the udf of opportunity status in the address book view)

Now and then we have opportunities where we need to change Partner. Doing so all relevant information such as documents etc. follow the opportunity which is very usefull.

BR Jesper

Most smartphones can now have Excel on them so is it feasible please to be able to utilise the new Quotes feature in Maxmobileaccess?

When you are working with Global Edit feature in Opportunities you cannot set the Campaign value, the old version (legacy) has this feature.

When viewing a hotlist task there is an 'Address Book entry Details' tab.

Having the same tab when viewing an opportunity would avoid having to switch between modules.

Right now (in CRM Live) if there are multiple sales processes defined you can open an opportunity, set or leave the process field to blank, and save the opportunity. This results in an opp with no process or stage set.

For clients where opps are created via the API, they are ALL coming in without process (because processes/stages can't be set via api) so it's messing with their reporting.

Thanks!

The Web Quick Search is excellent for Address Book entries.
But it is almost useless for Opportunities and Customer Service Cases as it doesn't allow you to search by Company or Contact Name.

When exporting 'In Progress' opportunities would be good to export the most recent note added under each opportunity into excel so when creating sales reports we can see what we have outstanding and when we last spoke to client to see progress of jobs. Not all users will update information into the comments section of an opportunity, most of them will add a note under each one.
Exporting notes to Excel will always be helpful!

Currently Total Revenue is not available to select as a Mandatory Field. Can this be added please?

I think it is really essential that the following fields can be included when setting up a Key Fields View for Partner Opportunities:
- Confidence rating
- Product / Services
- Categories

or am I missing something by any chance?
Many thanks & regards

If a user edits an existing process in any way then Maximizer should ask the user if they want that adjustment to be applied to all existing opportunities that use that process. To allow for consistency after process editing.