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Feature Suggestions for Maximizer CRM

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2 results found

  1. Consolidated Activity Report - Totals for all users

    The consolidated activity report currently only lists the separate note/email totals for each user separately, however it would be useful to have a function to add up all of the note categories for all users to create an overall total for each type of note, as currently we have to manually add up each users total.

    3 votes
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    Planned  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  2. Add the company name field to consolidated activity report details

    Currently the details list only date time and note. Adding the company name to this detail report would be beneficial as you can't link to the record itself.

    1 vote
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Feature Suggestions for Maximizer CRM

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