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Dana

← Customer Feedback for Maximizer CRM

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51 results found

  1. Improve Column Setups

    149 votes
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    11 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Over recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.

    We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.

  2. Can Action Plan Tasks be dependent on completion of the previous task rather than the start date of the Action Plan?

    30 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Dana shared this idea  · 

  3. Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.

    54 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Dana supported this idea  · 

  4. The ability to assign more than one user to a single hotlist task

    52 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Dana supported this idea  · 

  5. Assigning hotlist tasks to >1 users

    121 votes
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    6 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Dana supported this idea  · 

  6. Allow for a subject line in Notes

    12 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Dana shared this idea  · 

  7. More detail about documents in the document tab

    22 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Dana supported this idea  · 

  8. Combine Notes and Documents.

    37 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Dana supported this idea  · 

  9. Ability to duplicate an Opportunity and then change the client name

    10 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Dana supported this idea  · 

  10. Ability to make an Appointment recurring after you've created it

    59 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Dana supported this idea  · 

  11. Please allow us to be able to attach documents to tasks

    13 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Dana supported this idea  · 
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