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Feature Suggestions for Maximizer CRM

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27 results found

  1. Method to link related customer services cases

    There are occasions when the same issue is reported by different customers. It would be useful to have a method to link related service cases so that it's easier to find and resolve all the individual cases.

    15 votes
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  2. Being able to acc a competitor/partner to a customer service case

    Many of our customers would like to have the possibility to add a 3rd party contact/company to their customer service cases. Similiar to the way competitors and partners can be added to opportunities.

    12 votes
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  3. Patch Updates

    The tech I was working with was not able to access a license number for us. I do not understand how a company does not have access to it's own resources. In the end, I had to jump through loops and bounds to obtain the license info...

    3 votes
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    Declined  ·  Joseph Hui responded

    This forum is for product related suggestions. So, I will have to close this idea.

    Anyway, I have forwarded the input to our customer service team.

    Thanks,
    Joseph

  4. Attach multiple contacts to a custoemr service case

    Sometimes you need to attach multiple contacts to a case. This is particularly important if the case is created from an incomming email where muliple people are CCd. At present this would create multiple cases.

    33 votes
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  5. 'Products/Services' at company level

    We currently have a UDF for this, but want to automatically fill in a case with the companies product/service when a case is created for them. Out-of-the-box functionality for this would be an excellent improvement.

    28 votes
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  6. I bought an upgrade to Max11, and now cannot find the custom list retrieval of lists I built. rick@jericoenergy.com

    allow me access to the functions I used to have with older versions, you have hidden the "retrieve list" function so i cannot find it without paying for support.

    1 vote
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    Declined  ·  1 comment  ·  Customer Service  ·  Admin →
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  7. Allowing companies to have products

    If companies had products it could be made quicker to create a customer service case. i.e. when creating a case for a company show the products that the customer has and not the whole list (with the option for the user to see the whole list).

    In our environment it would be unusual for a case to be created for a product that the company doesn't own.

    At the moment we have to store this in a seperate UDF at the company.

    We have products at case, campaign and opportunity why not Company?

    40 votes
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