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Mark Cohen

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  1. Contacts to automatically inherit UDFs from Company/Individual

    117 votes
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    23 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Could you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.

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    Mark Cohen commented  · 

    I'd offer a suggestion that you add an option to inherit so it's not automatic for certain users, but allows for it on new contacts. It adds a significant amount of time to create multiple new contacts for a company that require these UDF's.

  2. New contact inherits UDF of campany

    72 votes
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    10 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Mark Cohen commented  · 

    It might be best to have an option pop-up when creating the contact to ask if you want this new contact to inherit the UDF. I agree in the time wasted entering info, especially when adding a new company and all of its contacts.

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    Mark Cohen commented  · 

    These should auto populate in a new cortact, or at least have a request to inherit the company UDF upon adding a contact.

    Mark Cohen supported this idea  · 

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