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Feature Suggestions for Maximizer CRM

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24 results found

  1. Sales Team Enabled Flag

    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.

    1 vote
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    Under review  ·  2 comments  ·  Sales Opportunities  ·  Admin →
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  2. Filter Audit Users from Sales Team UI

    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.

    1 vote
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    Under review  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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  3. Improve "Delete" option in Opportunities

    In order to remove an Opportunity one must go to Edit and then Delete. When the Delete option is selected there is a Pop-up that says that deleting will cause all of the information to be deleted. It needs to be modified to state that if it is an Opportunity that you are deleting that the information for the Contact will not be deleted. It is very confusing the way it is now.

    1 vote
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    Under review  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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  4. Opportunities in "Save to Maximizer in Outlook"

    When trying to save an email in outlook to a specific opportunity - I click save to maximizer - save to opportunity.
    Now it wants me to search by last name or company name.
    But - many of my opportunities have many different companies involved.
    So - why not have the search box bring up a place to enter the Opportunity Name - which would save so much time if we don't remember the exact company that started it all?
    It's an opportunity search - simplistic would be searching by opportunity name and nothing else.
    Thank you

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    Under review  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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