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Feature Suggestions for Maximizer CRM

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810 results found

  1. International Courier Services in Delhi

    Universal India Express is a leading International Courier Services in Delhi, providing efficient and reliable shipping solutions. With a strong global network, they ensure swift and secure delivery of parcels, documents, and cargo to destinations worldwide. Their experienced team offers hassle-free customs clearance, tracking, and door-to-door services, catering to the diverse needs of individuals and businesses. Theirs prioritizes customer satisfaction, offering competitive rates and timely deliveries. Whether it's urgent documents or bulk shipments, their commitment to excellence and global reach make them a preferred choice for courier services in Delhi, simplifying international logistics for their clients.

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  2. Playground Equipments Manufacturers in Ghaziabad

    Athletic Trends Industrie is a reputable manufacturer of playground equipment. They design and manufacture an extensive variety of play equipment that is kid-friendly, long-lasting, and inventive, all while maintaining a strong commitment to quality and safety. Their products are made with the finest craftsmanship and include swings, slides, jungle gyms, and more. They put a lot of effort into making sure their products are safe, uphold safety standards, and offer kids an enjoyable and stimulating environment. They are still a dependable option for communities, parks, and schools looking for the best Playground Equipments Manufacturers in Ghaziabad because of their history…

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    0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  3. Where can I find a good fitness clothing manufacturer in the USA

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  4. Best lawyer for property disputes in Delhi

    If you're dealing with Property Disputes in Delhi, you need a really good expert to help sort things out. Hire someone who's super experienced in fixing these kinds of issues – whether it's arguments about property lines, problems with titles, or landlord-tenant troubles. SLG Legal experts knows the rules inside out and is great at talking to people and finding solutions. Whether you're a regular person or a business, To make sure your Property Legal Advisor in Delhi get fixed quickly and in a way that works out well for you also.
    Visit: https://www.slglegal.in/property-dispute-lawyer.htm

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  5. National Quality Awards

    The National Quality Awards stands as an impactful initiative fostered by Brand Empower Pvt. Ltd. to acknowledge businesses, entrepreneurs, and service providers for their remarkable performance and achievements within their respective domains. This endeavor will spotlight enterprises that have adeptly navigated challenging conditions through innovation, job creation, growth, and meaningful contributions to their communities and the environment.

    Headquartered in New Delhi, Brand Empower Pvt. Ltd. excels in Market Research, Branding, and Creative PR, gaining recognition as an award-winning company. The core objective of the NQA is to uphold and celebrate the ingenuity, originality, and excellence displayed by entrepreneurs, artists, corporations, and individuals across sectors like manufacturing, services, entertainment,…

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  6. Explore Eddy Current training with our courses

    Dive into the world of Eddy Currents with our training courses! Perfect for both beginners and enthusiasts, Rvs Quality Certifications Pvt Ltd will teach you the ins and outs of eddy current testing. Discover how to use advanced tools, spot flaws, and understand materials without causing damage. Led by our industry experts, easy-to-follow classes ensure you grasp the basics and become skilled in eddy current techniques. Whether you're just starting or aiming for advanced skills, RVS Globe training courses will give you the knowledge and hands-on experience needed for success in the non-destructive testing field. Start your learning journey with…

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  7. Recurring future Tasks

    It would seem that having ALL future activities available to see would be beneficial to managing tasks.

    1 vote
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  8. Quick search

    After the upgrade to the 2023 R2 version, the quick search now adds to the list when you select from the drop down list and it replaces the list when you search from scratch for a new entry and not picking from the list.

    The search should not work this way - it should replace the current list with your search result no matter what you do. That is how all quick searches work (take Google search for an example). The new quick search behavior is unintuitive, and getting the list replaced requires more effort (as you need to search…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  9. Including the phone number in the consolidated timeline report.

    The consolidated timeline report does not have a column with phone numbers, the previous version did. If one forgets to add a phone number when building a new prospect, this venue would be a great source, Also, when auditing performance, having the phone number accessible would eliminate having to find the prospect in another window.

    1 vote
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  10. Turn off mandatory go to settings pop up if you have notifications turned off on Maximizer app settings.

    I have turned off notifications for Max on settings of iPhone. Every time I log in, a pop up takes me to settings. Turn off this mandate. I should be able to set once then leave it alone if I don't want notifications. Now it is inconvenient to go to settings, turn off then go back to app every time I log in. I could just stay logged in, but I don't always want to do that either.

    1 vote
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    0 comments  ·  Mobile  ·  Admin →
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  11. Improve the global editing feature.

    When utilizing the new global search mode to retrieve a case, it displays a list of matching cases. However, there is currently no option to directly edit the case from this window to update details such as phone calls or other interactions. Instead, I have to re-enter the contact's name or associated entry and then navigate back to the case, which can be cumbersome. Streamlining the process to enable direct access to and editing of information associated with the case from the search results would significantly enhance efficiency.

    1 vote
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    2 comments  ·  Customer Service  ·  Admin →
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  12. I would like to send a task email to someone who is not a user. Our office used a shared in box for our shared tasks s

    Our office used a shared inbox for our shared tasks. since that email is not associated with a person - we have to work around the system to send tasks to our shared inbox. Our team works parttime and everything needs to live in on place -for the shared work load. your system is based on individuals with their own work load - can you introduce some flexibility?

    1 vote
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  13. opp viewer

    We need ability to jump from Opp Viewer to Contact list using PopUp Action menu, similar to Opportunities window.
    See attachment

    1 vote
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    1 comment  ·  Usability - User Experience  ·  Admin →
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  14. API Link Documents.

    Currently there is no way to import "Linked Document" via API
    This is a feature requested by most people moving from most third party CRMs, ACT, GM...
    This has been reviewed by PS DEV Escalation call

    1 vote
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  15. Include Address fields in the Duplicate Check!

    Our database is filled with the addresses of the homes of our clients. But people move and there is a new owner. Since we are a home repair company, our concern is keeping all information related to that address in one spot. Whenever someone calls in we search the address but when things are busy, this step sometimes get missed and we end up with duplicate address book entries. Including the Address Fields in the Duplicate Check would prevent this for the most part.

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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  16. MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.

    MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.

    The system doesn’t currently allow email to be a Selection "type" for New Interactions, even though it has been added to our list in Settings.

    1 vote
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    0 comments  ·  Contact Management  ·  Admin →
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  17. Completed Task - remove strikethrough

    Remove strikethrough from completed tasks. The strikethrough makes it difficult to see the information in the completed task. Change the strikethrough to another indicator (checkmark, color etc)

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  18. Remove time from Lead creation date and conversion date

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    1 comment  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  19. s.hunt@pathwaze.org.uk

    Currently in a task you can only assign it to one user, but it would be handy to assign the task to a group/team or select multiple users

    1 vote
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  20. carplay

    would be nice if integrated with carplay or android auto

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Admin →
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