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Bill Green

← Customer Feedback for Maximizer CRM

My feedback

11 results found

  1. Adding fields to documents tab

    12 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Bill Green supported this idea  · 

  2. Column setup

    30 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Bill Green commented  · 

    Being able to add any Maximizer field to a tab would be a great added feature.
    IE: Being able to add FROM and TO email addresses to the FILES tab would make it much easier to find an email. IE The same Subject line in an email can appear in Maximizer many times, but some of the emails are TO and FROM Maximizer USERS and others are TO and FROM Maximizer USERS and Maximizer CONTACTS. It would be nice to be able to see this on the files tab.

    Bill Green supported this idea  · 

  3. Change Appointment Organizer in Calendar

    41 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Bill Green commented  · 

    Yes this is very annoying, can't see why we can not change the organizer

    Bill Green supported this idea  · 

  4. Universal Search

    24 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Bill Green supported this idea  · 

  5. Add a difference in activities for Tasks and appointments

    29 votes
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    Planned  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Bill Green supported this idea  · 

  6. Allow preview of merge fields in emails / email templates

    118 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Bill Green supported this idea  · 

  7. Hide Inactive Contacts

    154 votes
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    17 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Bill Green supported this idea  · 

  8. Column Setup for Documents, Notes and so on

    44 votes
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    11 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Bill Green commented  · 

    Having the subject line appear in the Notes tab would be very helpful in finding what a note is related to. Now all the notes for the same type of item look the exact same.

    Bill Green supported this idea  · 

  9. Please have an option to attach a user's auto signature to an email retrieved from a template.

    22 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Bill Green supported this idea  · 

  10. Ability to access alternate email address if contact has multiple emails

    143 votes
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    6 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Bill Green supported this idea  · 

  11. Excel Add-In

    64 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Bill Green supported this idea  · 

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