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Feature Suggestions for Maximizer CRM

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5 results found

  1. Saving notes

    It would be really great if the Save button for inputing notes and other data could be on the right side of the dialogue.

    Where it is now is inconvenient as the cancel button is where the save button typically is.

    1 vote
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    Declined  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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  2. Hide Products/Services items

    We now have many old items in our Products/Services drop down for Opportunities and Cases. We would like to be able to hide older items so they don't show.

    53 votes
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    10 comments  ·  Sales Opportunities  ·  Admin →
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    Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    We recommend pre-pending the old products with “zzz_” to indicate that they are no longer available, so that they are at the end of the list, and so that you can still run reports for products that are no longer sold

  3. create single user opportunities permission

    Teams are a valuable if often abused and misunderstood part of opportunity management. I have often been thankful for the facility of dynamic teams. The biggest problem with teams is not teams, but the inability to stop people creating single user opportunities. While the use of default records can largely overcome this. I think the facility to ban single user opportunities system wide could be a useful security permission.

    8 votes
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    Declined  ·  1 comment  ·  Sales Opportunities  ·  Admin →
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  4. Feature Request:Ability to expand the viewing screen for the Key Fields to allow User to view entire field name as in Desktop app.

    Currently in the desktop application the user has the ability to expand the viewing screen for Key Fields in order to see the entire field name. This option is not available in the WebAccess app.

    1 vote
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    Declined  ·  1 comment  ·  Sales Opportunities  ·  Admin →
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  5. Open opportunity in opportunity window from address book tab

    When viewing opportunities in the address book, there should be an option to go to the selected opportunity in the opportunity window and not just open the opportunity.

    1 vote
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    Declined  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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Feature Suggestions for Maximizer CRM

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