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Feature Suggestions for Maximizer CRM

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71 results found

  1. System Information

    I would like to be able to move the System Information window and set it to open by default

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  2. Allow us to filter widgets in custom tab

    The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.

    1 vote
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  3. Global edit of Territory

    Ability to do a global edit on Territory instead of having to do a territory alignment to update this udf.

    1 vote
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  4. Allow for customization of any fields I want to show in auto emails for service cases

    Currently the Service Case email receipts only show X data.

    You should allow for customization in the ADMIN section in regards to all the fields I want to show as well as add LOGIC

    1 vote
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  5. Allow for mass upload in Knowledge Base

    it is really painful to have to upload each document one at a time.

    zen desk allows for drag and drop multiple files, same with zoho

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  6. Allow All The "Search Catalog" Icons To Be Used In "Action Plan" Activities

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  7. Scrollbars For Long "List" Indicators With No Click Through On Dashboards

    Or allow resizing that's longer than the current browser window.

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  8. "Display Percentage Symbol (%)" For Numeric User-Defined Fields

    1 vote
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  9. enter date in a variety of ways in hotlist

    Allow the date to be entered with periods vs colon i.e. 2019.03.10

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  10. Add the company name field to consolidated activity report details

    Currently the details list only date time and note. Adding the company name to this detail report would be beneficial as you can't link to the record itself.

    1 vote
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    Planned  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  11. Client Logo on login screen

    Please add the ability to change the
    clients login screen with their own company logo.
    Ideally it would be nice to modify the screen further, but at least being able to change the logo in a similar fashion to the on-premise version.

    2 votes
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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Feature Suggestions for Maximizer CRM

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