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Feature Suggestions for Maximizer CRM

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4 results found

  1. 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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  2. customer service case email

    Allow ability to modify or customize the customer service emails, allow different subject, fields and notes included in the body of email.

    3 votes
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    0 comments  ·  Customer Service  ·  Admin →
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  3. Provide a Details tab for Customer Service view

    To create a Details tab in the Customer Service view so that you can see an overview of the customer service case. This is already available for Address Book and Opportunities where the details tab is a really useful feature.

    The details tab should contain an overview of the contact, the type and description of the case and the current status, along with the ability to use Key fields to customise the view

    33 votes
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    Released  ·  3 comments  ·  Customer Service  ·  Admin →
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  4. You should fix your website

    I want to upgrade from CRM 10 but when I select the upgrade feature, it bounces back to the initial screen before completely loading the information on upgrades. Not the best customer experience.

    1 vote
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    2 comments  ·  Customer Service  ·  Admin →
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Feature Suggestions for Maximizer CRM

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