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Feature Suggestions for Maximizer CRM

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46 results found

  1. Maximizer CRM Live - Exporting Notes To Spreadsheet - .csv or .xlsx

    if I export a contact list from the Maximizer CRM Live Address Book under my column set-ups into an Excel Spreadsheet, sometimes I would also like to be able to export all the Maximizer ‘Notes’ for those contacts. In our business, the notes are extremely important.

    29 votes
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    1 comment  ·  Maximizer CRM Live  ·  Admin →
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  2. Make Mac OS and Microsoft Office for Mac compatible with Maximizer Live CRM

    53 votes
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    10 comments  ·  Maximizer CRM Live  ·  Admin →
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  3. We want to be able to do a backup of our CRM Live database on our own computers at our office.

    Provide a way for us to backup our database on our hard drives in our office. Do not like having something so valuable only accessible via someone else's cloud based servers.

    89 votes
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    6 comments  ·  Maximizer CRM Live  ·  Admin →
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  4. Ability to delete Default Key Fields

    Ability to delete or otherwise restrict access to the <Default Key Fields>. Otherwise allow edit of the name so this can be re-purposed.

    119 votes
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    2 comments  ·  Maximizer CRM Live  ·  Admin →
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  5. Make the UDF Add Items feature a dynamic grid instead of loading a separate screen

    Adding multiple items to a Table UDF is a very slow process when you have to wait through each reload of the Items screen and the New Item screen. Switch to either a more dynamic grid object or create a multi-item add option that can take a larger number of values in one go.

    15 votes
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    Under review  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  6. Browser Support

    Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.

    47 votes
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    Under review  ·  10 comments  ·  Maximizer CRM Live  ·  Admin →
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Feature Suggestions for Maximizer CRM

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