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Feature Suggestions for Maximizer CRM

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46 results found

  1. 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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  2. 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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  3. 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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  4. Display label of the name favorite list at the top of browser screen

    When you select a favorite list - it would be nice to see what list your working on - a glance. Would be nice if you could display the name of the list at the top of the screen.

    1 vote
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  5. moving documents to designated opportunities or cases

    When you have documents attached to contacts - it would be nice if you could move selected documents to opportunities and cases.

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

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Feature Suggestions for Maximizer CRM

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