Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
27 results found
-
Automated Texting Follow Up Feature
Hi Maximizer,
Is there a way to create an automated texting feature within Maximizer to follow up or remind clients about appointments.
This would be a great feature. Or would this be done using Zappier?
Thanks for the consideration.
http://www.marabellafinance.com
(760) 803-6464
Chris Marabella - Marabella Commercial Finance
3 votes -
Improve the global editing feature.
When utilizing the new global search mode to retrieve a case, it displays a list of matching cases. However, there is currently no option to directly edit the case from this window to update details such as phone calls or other interactions. Instead, I have to re-enter the contact's name or associated entry and then navigate back to the case, which can be cumbersome. Streamlining the process to enable direct access to and editing of information associated with the case from the search results would significantly enhance efficiency.
1 vote -
How To Transfer Ms Office?
Microsoft Office is the productivity suite which is developed by Microsoft. It is a whole package of many utility software This software helps in formatting, editing, creating text documents, and also used for making a presentation, etc. You can install this https://officecomsetup-msoffice.com/ software. It is compatible with Windows OS, Mac, Laptop, Computers, and Android Phones. It is used for both homes as well as for business purposes. It makes the work easier, faster, and convenient. When you purchase the Microsoft office software, you can transfer the Office to a new or another computer. You can activate it with Microsoft. You…
1 vote -
Optional Case Emails
This is something a customer questioned me on and it is quite a good suggestion.
Would there be anyway that when creating Cases the automated email that is generated and sent to the customer could be an optional thing? I.e some kind of UDF flag Yes\No style thing?
There are some instances whereby a Case creation email is not required.
Thanks1 vote -
Notes in Customer Service Cases should indicate the CS Case they are related to
Notes printed from Customer Service cases should include the CS Case number field in the printout. Currently when printed, the CS notes and contact notes look the same. In the event you pass the printed note to an admin they may not realize that that the note relates to a CS Case. This results in wasted time.
1 vote -
When sending emails from customer service save email to customer service documents only
When sending emails from customer service save email to customer service documents only. At the moment it saves in both general documents and customer service documents
1 voteThe behavior has been changed. Now emails are treated as interactions. When the email is sent from a case, it will be saved to the Address Book entry and displayed in Interactions tab in Address Book entry and in Case.
-
I bought an upgrade to Max11, and now cannot find the custom list retrieval of lists I built. rick@jericoenergy.com
allow me access to the functions I used to have with older versions, you have hidden the "retrieve list" function so i cannot find it without paying for support.
1 vote
- Don't see your idea?