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Feature Suggestions for Maximizer CRM

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128 results found

  1. Easier to configure reports

    Drag & Drop, direct SQL queries, excel like pivot tables

    29 votes
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    0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  2. Being able to print monthly view in the Calendar

    Right now, monthly view can only be printed via Web access and not through the Windows Client.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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    Released  ·  Connie responded

    This is now available in v12 Group and Enterprise editions!

  3. Linking to external documents in the Company Library

    Being able to add URLs or point to documents saved in Sharepoint, Windows folders, etc..

    9 votes
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    0 comments  ·  Document Management  ·  Admin →
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    Released  ·  Connie responded

    Hyperlinked Documents is now available in Maximizer CRM v12 Group and Enterprise editions!

  4. Adding a photo to contacts or individuals

    4 votes
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    1 comment  ·  Contact Management  ·  Admin →
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    Released  ·  Connie responded

    This feature is now available in v12 Web Access in the Group and Enterprise editions!

  5. Support Maximizer on Smartphones & Tablets

    iPhone, iPad, Android phones and Tablets, Blackberries, Windows Phone 7 Devices, etc.

    18 votes
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    5 comments  ·  Mobile  ·  Admin →
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    Released  ·  Connie responded

    This is now available on v12 Group and Enterprise editions!

  6. More "Google-Like" Search

    Quick textbox to search by company name, first name, last name, etc.

    55 votes
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    3 comments  ·  Others  ·  Admin →
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    Released  ·  Connie responded

    Quick Search is now available in our Summer Release – Windows, Web and CRM Live!

  7. Expand APIs and better documentation

    Better support for web services, etc.

    45 votes
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    5 comments  ·  Developer APIs  ·  Admin →
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    Released  ·  Jogi Nijjar responded

    In Winter 12 we have implemented new APIs:

    Add/modify/delete notes
    Add/modify/delete AB entries, including UDF
    Support downloading documents

    These and other APIs are documented as part of Customization Suite.

  8. Store emails in its own tab outside of Documents

    Right now, emails are are stored in the documents section. It would help tremendously if emails can have its own tab and be viewable like Notes (sorting by date, etc.)

    49 votes
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    7 comments  ·  Email  ·  Admin →
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    Released  ·  Connie responded

    This is now available in our Summer Release as part of the Customer Timeline – History Tab feature. In Group and Enterprise Web Access and CRM Live!

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