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!
8 results found
-
Able to Type a Period (.) within a Company Name when Retrieving an Existing Company in the Address Book
You can't retrieve a Company in the Address Book that has a Period (.) in the name by typing it out - you have to scroll down since the period isn't recognized when being typed.
6 votesYou can find the company with (.) in its name by using quick search.
-
Leads Module - View only active leads remove archived leads from view
It would be helpful to have the option to view only active leads and remove archived leads from view
1 voteThis is already possible in the filter in Leads module.
-
use email as username
Have the ability to use the email address as the username.
3 votesThis is possible when login through the Global Login page in Maximizer web page.
-
Fixed position Save button!!!
Please anchor the save button when editing a record. It is very irritating to have to scroll up and click save when you have made a change near the bottom of the edit window. At the very least you could have the button float.
9 votesYou can use keyboard shortcut alt + shift + s to save the changes now.
-
I would like to see an ability to insert the "Current Date" into a formula in a UDF field.
I would like to see an ability to insert the "Current Date" into a formula in a UDF field. It would give the ability to do custom aging fields. Thank you.
65 votes -
Date Search rolling range options
There exists the ability to select various date ranges eg Current Fiscal Quarter, but one to include the last (or in fact next) X months would be great ie Last 1, 2 3 4, 6 or 12 months
47 votesImplemented and released as of Summer 2013 release.
-
Note Report Improvements
The results page of a Note Report need some reviewing as it does not open in a tab / new window that can be interacted with.
There is no scroll bar when the report goes off screen, in Windows XP at least the Page Up / Down buttons respond, but on Windows 7 \ IE 9 these do not function so there is no way of seeing all the output.
The only way to extract the report is to Print it or select all the text and then copy / paste this.
Maybe some form of 'Send Report to..' option…1 voteScroll bar is available in the Note report.
-
Automatically clear AddressBook before exiting Maximizer
Clear Addressbook list automatically when closing Maximizer to prevent Maximizer from hanging. This happens with large databases when Maximizer saves the list of current records in the Addressbook. If the list is cleared before the application is closed (preventing Maximizer from saving the current list of records) there is no issue.
39 votesThanks for the reminder Jenny. This status has been updated now.
- Don't see your idea?