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Feature Suggestions for Maximizer CRM

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44 results found

  1. Related Entries Description in Column setups

    The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).

    15 votes
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    0 comments  ·  Contact Management  ·  Admin →
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  2. Category field on Notes dialog.

    Can the Category value in the notes dialog have a mandatory option please

    11 votes
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    Under review  ·  0 comments  ·  Contact Management  ·  Admin →
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  3. Support "Friendly" Company Names

    In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" or "IBM" and be taken to the same record.

    97 votes
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    Under review  ·  8 comments  ·  Contact Management  ·  Admin →
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  4. Separate "automatic" Notes from "manual" Notes.

    The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.

    52 votes
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    1 comment  ·  Contact Management  ·  Admin →
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