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Feature Suggestions for Maximizer CRM

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5 results found

  1. UDF for Leads records in the new Leads Module

    The new Leads Management Module is a big step forward ! Maximizer becomes modern and intuitive for users !
    To have more flexibility, we should be able to create UDF on Leads and map these fields to UDF on Contacts/Companies/Opportunities.

    79 votes
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    Released  ·  3 comments  ·  Others  ·  Admin →
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  2. Show the company name associated to a contact on a note report in CRM Live

    Show the company name associated to a contact on a note report in CRM Live. As of the moment, it only shows the company name if the entry is an individual of type

    1 vote
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    0 comments  ·  Others  ·  Admin →
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  3. Audit trail to track which records are deleted or exported

    I have a customer who would like to be able to see who has been deleting records and which ones they have deleted and tracking exporting of records. This is very important if a person with full rights is leaving the company and potentially taking data with them to a competitor.

    80 votes
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    Released  ·  7 comments  ·  Others  ·  Admin →
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  4. Include a PLN/PSN Authentication systemt to prevent illegal usage of licences

    3 votes
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    1 comment  ·  Others  ·  Admin →
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    Released  ·  Connie responded

    This is now completed for v12 Entrepreneur edition, v12 Summer 2012 Group and Enterprise editions.

  5. 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!

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