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Feature Suggestions for Maximizer CRM

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128 results found

  1. Custom Status Names For Leads

    1 vote
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  2. multi-currency

    Majority of our sales are in the US/CANADA/EUROPE and it would be nice to be able to set different currencies in the Opportunities instead of only have the option to do 1

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Admin →
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  3. Leads Module - View only active leads remove archived leads from view

    It would be helpful to have the option to view only active leads and remove archived leads from view

    1 vote
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    1 comment  ·  Usability - User Experience  ·  Admin →
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  4. Task Organization by Context or Category

    A massive improvement would the ability to categorize tasks. David Allen pretty much destroys the idea of using "high/medium/low" to organize tasks (Todos) in https://gettingthingsdone.com/ as it is worse than useless to prioritize/organize tasks this way (just clutter). The productive way to organize them is by context. Sales Call, Admin Task, Project, Waiting For, etc. that I customize to my needs. And please don't tell me to use the task description field for that.

    Please add a "Context" or "Category" field, and allow me to provide a string name for it, and a requirement the Context is provided before the…

    1 vote
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    0 comments  ·  Task Management  ·  Admin →
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  5. It would be nice if you could select a category for an email at the same time as you are sending it out.

    Put a category field in the maximizer email

    1 vote
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    0 comments  ·  Developer APIs  ·  Admin →
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  6. Add the ability to import Service Cases from .csv, .xlsx, tab-delimited, etc.

    It would be ideal if Customer Service cases could be imported into Maximizer using a File Import Process such as .csv, .xls, tab-delimited, etc., where the Customer Service case would be added to an existing entry controlled by the Address Book IDentification or added as a new Individual to the Address Book controlled by the IDentification. It would be similar to importing Opportunities.

    1 vote
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    1 comment  ·  Customer Service  ·  Admin →
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  7. Intuitive Keyboard strokes

    Prior to the recent update I could type the first couple of letters of a contact name and it would go to the contact. Now, I have to do a "search", then type the name and it finds it. But it also removes all others from the screen until I undo the search. No matter what the different options are to create the search, having the ability to simply type the first couple of letters of a name while in contacts is the simplest, most efficient and productive way. PLEASE put that options back in the program

    1 vote
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    0 comments  ·  Contact Management  ·  Admin →
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  8. a search function for attachments in the Files

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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Feature Suggestions for Maximizer CRM

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