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Feature Suggestions for Maximizer CRM

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49 results found

  1. Add a shipping module to Maximizer for UPS, FedEx and USPS like Quickbooks. s using the info.

    There must be other users that need to ship items to contacts in Maximizer and have to resort to other programs and then transfer the info to customer service.

    9 votes
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    Declined  ·  0 comments  ·  Task Management  ·  Admin →
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  2. Default entry for tasks or appointments

    We would like to have the ability to default the activity (and possibly other fields) in a task or appointment. The activity or subject would be text or a drop down item.

    35 votes
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    2 comments  ·  Task Management  ·  Admin →
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  3. Hotlist should allow Searching on all Fields

    Hotlist should allow Searching on Fields - including but not limited to : Action Plan Library, Activity/Subject, Case Number, Case Subject, Opportunity Objective, Priority, Resources etc

    41 votes
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    5 comments  ·  Task Management  ·  Admin →
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  4. Allow Hotlist Tasks To Be Sorted By Completion Date

    My boss built his hotlist task using a custom date range. He then accidently completed all of his tasks. In a panic he tried unplugging his coputer to kill the process but we run our computers off servers and unplugging did nothing. Maximizer crm should allow users to sort hotlist tasks by completion date as that's not currently an option to even have as a column it only allows users to sort by or search by creation date.

    21 votes
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    0 comments  ·  Task Management  ·  Admin →
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  5. Email Reminder for Hotlist Tasks

    Since we now support email reminders for appointments to support mobile access users, we should also support email reminders in hotlist tasks. Otherwise, there is no alter for mobile access users to deal with a task.

    56 votes
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    2 comments  ·  Task Management  ·  Admin →
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  6. Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.

    Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done. Outlook has similar behavior when assigning tasks.

    54 votes
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    Under review  ·  0 comments  ·  Task Management  ·  Admin →
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  7. The ability to assign more than one user to a single hotlist task

    The ability to assign more than one user to a single hotlist task

    52 votes
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    1 comment  ·  Task Management  ·  Admin →
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  8. Email Notifications for Hotlist Tasks

    Being able to send email reminders to specified email addresses on hotlist tasks - statuses and updates.

    100 votes
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    1 comment  ·  Task Management  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    We are working on implementing APIs for notification engine to allow automatically send notifications on hotlist task updates as well as opportunities and other objects.

  9. Assigning hotlist tasks to >1 users

    121 votes
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    6 comments  ·  Task Management  ·  Admin →
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Feature Suggestions for Maximizer CRM

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