Column Setup for Documents, Notes and so on
Please add the possibility to also setup columns for all windows including Notes, Documents and so on. The standard column setup is sometimes not detailed enough.
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Anonymous commented
The ability to customise column set ups in Documents would greatly enhance coherent filing when differing formats are used when saving.
An alternative would be moving the 'Type' column to the right of the 'Name' column.
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Peter de Keijzer CRM Consultant Systony commented
Please take this one in further consideration especially when Outlook integration is more and more used by almost all the users of Maximizer. They would like to see in the documents column which contact the email was sent to.
Thank you,
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Dana commented
It's very frustrating that the "Properties" box when adding a Document allows space for a Description, yet doesn't allow you to see it in the view in the Documents tab. Every other field in the Properties box shows on the view (name, date, type, etc.); there are eight fields in the Properties box and every single one except Description shows up in the view (kind of an important one, IMHO). The same goes for the Category on the Notes tab. Please fix this. Thanks!
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Dana commented
I totally agree that the ability to change the column setup for Notes is imperative. When you create a Note you have the ability to assign a category, but it doesn't do you a lot of good when you can't see it in the Notes tabbed pane. it would make it much easier to find specific notes if we could sort/filter by category.
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Bill Green commented
Having the subject line appear in the Notes tab would be very helpful in finding what a note is related to. Now all the notes for the same type of item look the exact same.
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Anonymous commented
All of the tabs should have an editable Column Setup. Then we can view what we want and remove what we don't want to see. If we could finally see just exactly what we want, then printing a column report from these tabs would be fabulous! All they have to do is add a "Print" button to each tab as well.
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Dave commented
I also would like that feature added. I go into Documents for example and would like to see the contacts name for each of the documents (ex: emails).
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DIrk Lapere commented
I agree with this request. I don't understand why we can't customize these columns when all others can. And knowing the time of an entry, or the Full/Read access of a note isn't exactly the best use of that space.
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Mario Dal Ponte - webtiser AG commented
Just had another situation regarding the Knowledge Base. A personal column setup there would also increase the usability.
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Lottie commented
This was available in the desktop version, I believe, but was lost with the web version. Same with the "Outlook" layout. Side-by-side is much more convienient. You can see all of the contacts and the UDF list, without scrolling.
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Mario Dal Ponte - webtiser AG commented
This feature would also be helpful for the Journal under Personal.