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!
49 results found
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search task with using partial names
When attaching a client name to a task, the 'task with' search function requires the full last name to be typed. It would be great if it could use partial names or better yet, start showing the potential contact names while you're typing...similar to the global search feature (which is great btw) Thank you.
1 vote -
s.hunt@pathwaze.org.uk
Currently in a task you can only assign it to one user, but it would be handy to assign the task to a group/team or select multiple users
1 vote -
Completed Task - remove strikethrough
Remove strikethrough from completed tasks. The strikethrough makes it difficult to see the information in the completed task. Change the strikethrough to another indicator (checkmark, color etc)
1 vote -
I would like to send a task email to someone who is not a user. Our office used a shared in box for our shared tasks s
Our office used a shared inbox for our shared tasks. since that email is not associated with a person - we have to work around the system to send tasks to our shared inbox. Our team works parttime and everything needs to live in on place -for the shared work load. your system is based on individuals with their own work load - can you introduce some flexibility?
1 vote -
Recurring future Tasks
It would seem that having ALL future activities available to see would be beneficial to managing tasks.
1 vote -
Notes of Hotlist default to Public
Right now, when you create a task under a contact, if the contact is assigned a security group, the task itself defaults Full Access to Public. Adjust it such that tasks created for a contact follows the contacts' security settings for Full Access and Read Access.
1 vote -
Make creation date editable in interactions.
Ability to change creation date in interatictions for to do items as was possible previously when to do items were logged into notes.
1 vote -
Sequential task on action plans
We would like to be able to generate a list of sequential task that to illustrate a work flow, or sequence of events that is not tied to follow ups. For example, a job aid might have 20 steps to perform a task. We'd like to be able to enter that job aid into maximizer so that all staff can follow the same procedure. However we only want one follow up at the end of the sequence, or the ability to enter follow ups at our discretion and not have the follow up required for each task.
1 vote -
Hotlists
When using hotlists, there should be an easy option, to connect the hotlist task directly to the customer file. Instead of have to navigate 3 pages currently, before getting back to the customer file
1 vote
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