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Feature Suggestions for Maximizer CRM

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7 results found

  1. Add additional service providers to the VOIP integration

    My company uses OOMA Office as our VOIP provider. It would be great if the VOIP integration could accept more providers.

    7 votes
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  2. Create/Read/Update/Delete Opportunity Partner via the Maximizer.Web.Data API

    Please allow the Partner attributes on an Opportunity to be managed via the Maximizer.Web.Data API

    8 votes
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  3. VOIP integration with ring central

    there used to be the ability to have incoming calls pull up the Max customer or t omake phone calls and log them using Max.

    Would be nice to have that feature

    1 vote
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  4. API Opportunities Link to Campaigns

    A client has a need to create Opps thru the API but can't relate this back to the Campaign that originated the Opp as the API doesn't give access to the Campaign ID field

    3 votes
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  5. Allow a custom web application to add a new font icon to the icon bar

    In Max 2016 it was still possible to add an icon to a custom entry in the Icon bar by creating the appropriate png files and adding them to the images\shortcuts folder. Since 2017 and the change to use a font to place the image before the entry this functionality no longer works (although it is still in the documentation !!). Can we have a way of adding our own entry icon using the new font method ?

    3 votes
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  6. Web Following Grid Sort by Header

    When clicking on a column header to sort alphabetically as per other tabs.

    15 votes
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  7. Web Following Grid Framework Export to Excel

    An export to excel option like there is on the opportunities tab

    10 votes
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