AdminMaximizer
(Product Management, Maximizer CRM)
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1 vote1 comment · Feature Suggestions for Maximizer CRM » Maximizer CRM Live · Flag idea as inappropriate… · Admin →
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4 votesin progress · 1 comment · Feature Suggestions for Maximizer CRM » Email · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment We will add logging notes for phone calls and emails back in the July release.
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1 vote1 comment · Feature Suggestions for Maximizer CRM » Contact Management · Flag idea as inappropriate… · Admin →
Logging notes will be added back into the product.
An error occurred while saving the comment Hi Wen:
Based on the feedback from our users, we will put the logging notes back into the product in our July release. So you can continue working the same way as before. We will continue improving the search functions, but I am not aware of removing any search function in the last release. Can you provide more details about the search issue? Thank you
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7 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Contact Management · Flag idea as inappropriate… · Admin →AdminMaximizer
(Product Management, Maximizer CRM)
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3 votes1 comment · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
need to look into a notification/event server to coordinate with the mobile stores so that user are not inundated with repeat notifications and lose there purpose and appeal
upvote this to get traction
An error occurred while saving the comment totally agree! we are looking at different possibilities to try and make this a reality
Great Suggestion! -
1 vote1 comment · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
2022r1 will have access to the company library
An error occurred while saving the comment Great suggestion! as soon as the mobile app is able to access the document library through the API, we'll get that to you.
Having the ability to access your content (pricing sheets, brochures, etc) and then send them to your contacts/leads/opportunities while on the road is a necessary function of the business.
This will be available with document management which is on our roadmap.
Thanks again for the suggestion
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4 votesUnder review · 2 comments · Feature Suggestions for Maximizer CRM » Integration with other Applications · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment definitely has been considered, it is on the roadmap. i couldn't agree with you more. the contacts that you are actively dealing with will be on the phone and should be in the CRM (and vice versa)
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1 vote1 comment · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
- inconsistent results between WebAccess and the Mobile app have been improved
- currently working on retrieving search catalogs in the mobile app
- saving mobile searches back to webaccess is not on the roadmap
An error occurred while saving the comment we will be adding the opportunity process option as a filterable item within the searches. this will make it more clear...
the ability to save searches back to the web client is planned later when the API supports that. we will allow searches created in the web client to be executed on the phone soon -
13 votes3 comments · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
Work on mobile access is no longer a part of our strategy.
UDF's keep there order in the keyfield groups on displaying of the record
Adding UDF's to a search are sorted alphabetically
An error occurred while saving the comment the native app keeps the order of the udf's within keyfield groupings
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0 votesDeclined · 0 comments · Feature Suggestions for Maximizer CRM · Flag idea as inappropriate… · Admin →AdminMaximizer
(Product Management, Maximizer CRM)
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3 votes2 comments · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
no work is being done on mobile web access. all efforts are focused on the native app
An error occurred while saving the comment coming soon to an ios or android near you!
with the release of v2019 -
57 votesUnder review · 1 comment · Feature Suggestions for Maximizer CRM » Contact Management · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Great idea! We will be looking at improving our grid for upcoming releases and this is definitely something to think about.
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79 votes1 comment · Feature Suggestions for Maximizer CRM » Calendar · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Intriguing concept. I would assume they would want to copy everything linked/attached/etc except the date would change and the time would change if they pasted it on a time slot.
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60 votes
MaxExchange has been retired
An error occurred while saving the comment MaxExchange has been sunset-ed and is no longer supported.
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86 votes6 comments · Feature Suggestions for Maximizer CRM » Maximizer CRM Live · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment We'll take a look and see what's involved with making that happen. We do take your data seriously and our cloud server has redundancy systems in place to ensure that your data remains intact and safe. I like the idea of a restore point as well.
Logging notes for phone calls and emails will be added back in July release.