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Kelsey

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  1. Contacts to automatically inherit UDFs from Company/Individual

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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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    Kelsey commented  · 

    UDF Inheritance from a company to its contacts would make life so much easier. I currently have to copy our UDF 'customer number' over to each contact associated with that company. Unfortunately, this wasn't done before I took over, so having to do this for 1000+ contacts is a nightmare.

    Kelsey supported this idea  · 

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