Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
7 results found
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Restrict Access to Live based on Working Days & Hours
It would be desirable to restrict access to the Live system outside work hours eg from home, to reduce the chance of a disgruntled employee being able to take screen shots etc to take with them to a new job. In the Calendar/Hotlist Preferences page we currently have Work Hours & Work Days which could form the basis of this, simply with the addition of an option to "Restrict access to work days/hours".
3 votes -
System Information
I would like to be able to move the System Information window and set it to open by default
1 vote -
1 vote
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Scrollbars For Long "List" Indicators With No Click Through On Dashboards
Or allow resizing that's longer than the current browser window.
1 vote -
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 voteTry the new task dialog.
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Access to Imported Records
When someone imports records into Maximizer, after the import all imported records FULL and READ access is set to Public.
Would not it be logical to setup access identical to Default Entry settings?7 votesWhose default entry to follow? If the administrator performs import, the imported entries shouldn't follow the default settings of the admin.
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Input specific dates for action plan activities, rather than number of days from start date
For us, each action plans differs for each opportunity and the number of days from start date for each activity varies for each opportunity. Would like to be able to schedule an action plan by inputting specific dates for activities, and not having to calculate number of days from start date.
12 votes
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