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Feature Suggestions for Maximizer CRM

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7 results found

  1. Restrict Access to Live based on Working Days & Hours

    It would be desirable to restrict access to the Live system outside work hours eg from home, to reduce the chance of a disgruntled employee being able to take screen shots etc to take with them to a new job. In the Calendar/Hotlist Preferences page we currently have Work Hours & Work Days which could form the basis of this, simply with the addition of an option to "Restrict access to work days/hours".

    3 votes
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  2. System Information

    I would like to be able to move the System Information window and set it to open by default

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  3. Allow All The "Search Catalog" Icons To Be Used In "Action Plan" Activities

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  4. Scrollbars For Long "List" Indicators With No Click Through On Dashboards

    Or allow resizing that's longer than the current browser window.

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  5. enter date in a variety of ways in hotlist

    Allow the date to be entered with periods vs colon i.e. 2019.03.10

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  6. Access to Imported Records

    When someone imports records into Maximizer, after the import all imported records FULL and READ access is set to Public.
    Would not it be logical to setup access identical to Default Entry settings?

    7 votes
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  7. Input specific dates for action plan activities, rather than number of days from start date

    For us, each action plans differs for each opportunity and the number of days from start date for each activity varies for each opportunity. Would like to be able to schedule an action plan by inputting specific dates for activities, and not having to calculate number of days from start date.

    12 votes
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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