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Feature Suggestions for Maximizer CRM

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25 results found

  1. Credit applications that can be loaded on an iPad / Tablet on the Maximizer app

    Having a digital credit application in Maximizer that can be displayed and completed in front of a customer on an iPad / Tablet in Maximizer and signed using a Stylus / finger, and then saved against the customer entry in Maximizer.

    3 votes
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    0 comments  ·  Document Management  ·  Admin →
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  2. attach a document to several companies without having to do each one individually.

    2 votes
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    Under review  ·  1 comment  ·  Document Management  ·  Admin →
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  3. PDF managment

    The first would be the selectable ability to print documents from templates to pdf and have all the pdf’s go into a single pdf file, separated by page breaks. This feature was lost in the cloud version, We used to use such a feature to send a large pdf file full of invoices to a print and mail out shop.

    1 vote
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    Under review  ·  0 comments  ·  Document Management  ·  Admin →
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  4. PDF

    when printing to pdf’s with individual files, to select the ability to structure the file names to include at least one of the address book fields, including a UDF field in the file name. At present, it looks like I’d get a bunch of cryptic file names that I’d then have to open individually and customize a meaningful file name from the contents of the pdf.

    1 vote
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    Under review  ·  0 comments  ·  Document Management  ·  Admin →
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  5. API Link Documents.

    Currently there is no way to import "Linked Document" via API
    This is a feature requested by most people moving from most third party CRMs, ACT, GM...
    This has been reviewed by PS DEV Escalation call

    1 vote
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Feature Suggestions for Maximizer CRM

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