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Feature Suggestions for Maximizer CRM

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5 results found

  1. Multiple partner email addresses

    I suggest a warning be issued when using an email for an address book entry flagged as a partner so that it doesn't accidently link data together that probably shouldn't be.

    6 votes
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    Declined  ·  0 comments  ·  Others  ·  Admin →
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  2. Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer th

    Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer there, company out of business. Otherwise you could have sales reps removing viable company information all because they don't want to call. .

    4 votes
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    1 comment  ·  Others  ·  Admin →
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  3. Clear partial packets on remote sites when packet transport is incomplete

    At times our remote users have a disrupted MaxExchange process while the packets are uncompressing. We want the system to automatically clear these uncompressed packets to allow processing to proceed, or at leat to prompt for deletion (which will have the same result). At it stands, these packets hold up processing until they are deleted.

    60 votes
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    1 comment  ·  Others  ·  Admin →
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  4. Created Date and Modified Dates to be available for Key Field selections

    We would like to be able to add Created Date and Modified Date to the Key Fields for Accounts and Opportunities and these are only available to use in the column searches

    8 votes
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    Declined  ·  1 comment  ·  Others  ·  Admin →
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  5. Inventory, Product Catalog

    Ability to create and manage an inventory of products by clients.

    115 votes
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    15 comments  ·  Others  ·  Admin →
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Feature Suggestions for Maximizer CRM

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