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Feature Suggestions for Maximizer CRM

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25 results found

  1. Link to a local directory not just to a document

    We store thousands of image files archived by work order #. We can't include all these in the database and so I think it would be useful to be able to link to a folder that would open in file explorer to show all the images. It would save time to be able to go directly from Max to the folder (local or network). We actually use a cloud product that syncs all computers for this data so as long as the location of the cloud service was the same on all computers, the link would work.

    26 votes
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  2. Document Details

    The Document window Properties Description field should appear in the Document window Column layout. This would really help with differentiating similar items.

    15 votes
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  3. Merge historical notes into one long note, or by category, fewer notes.

    Merge historical notes into one long note, or by category into fewer notes. This will make it easier to view in the notepad. The merged notes should have a date or text search to find a specific section, if its many years of historical data.

    4 votes
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  4. Combine Notes and Documents.

    I.e. have notes with attachments (allow multiple attachments as well)

    37 votes
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  5. Linking Documents between the Address Book and Opportunities

    Right now, documents created in the Address Book is not visible in Opportunities (of the same company) and vice versa. Would like the 2 to be linked please.

    35 votes
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