Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
44 results found
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Related Entries Description in Column setups
The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).
15 votes -
Category field on Notes dialog.
Can the Category value in the notes dialog have a mandatory option please
11 votes -
Support "Friendly" Company Names
In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" or "IBM" and be taken to the same record.
97 votes -
Separate "automatic" Notes from "manual" Notes.
The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.
52 votes
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