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Feature Suggestions for Maximizer CRM

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5 results found

  1. Note report format

    When printing a note report directly from the notes tab, the output groups notes by contact. If a customer wishes to see a continuous timeline, this report is out of order. We see the notes for contact1 then for contact2 then for the company or household, but the most recent or oldest note can be in any one of these three buckets. This makes the report output much less useful for users trying to figure out what has happened recently. We need a format option to NOT group by contact/company/household.

    15 votes
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    Planned  ·  0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  2. Opportunity Average Age - Dashboards

    It appears that the Opportunity Age field is not available as a field to perform a function on when creating a Dashboard indicator.
    Would be ideal to report on the average Opportunity age and group by Opportunity Leader

    6 votes
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    0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  3. Notes Report - Pull all/selected notes from Customer Service and Opportunities

    The Notes Report at the Address Book level can only pull "system" notes from Customer Service and Opportunities related to the AB record.

    This capability should be expanded to include all notes from the CS and Opp modules so you can create a complete summary of interactions with the AB record.

    24 votes
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    0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  4. Report on Notes for selected records by date range.

    Report on Notes for selected records by date range.

    Need columns Name, Date/Time, Owner, Category, Text.

    11 votes
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    Planned  ·  0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  5. Telephone log

    A telephone log for all staff that easily pulls up a date range for any one or all members of staff and duration of calls. Easy to use access to how active the telesales team have been on the phone.

    23 votes
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