Skip to content

AdminMaximizer (Product Management, Maximizer CRM)

My feedback

20 results found

  1. 9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Thank you very much for your feedback. We appreciate your suggestion to add the option to assign an owner when creating a case through Outlook Integration. We will carefully consider the feasibility of this change being made as we work on improving the integration. Your input is invaluable to us as we strive to enhance the Maximizer experience.

  2. 2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Hi Deborah, thank you for your feedback. If you have the administrator right, you can edit the items in Category and Result drop-down. If you don't have the right, ask your administrator to make the changes. Go to the left navigation bar > Administration > Settings. In Settings screen, go to Interactions > System Fields where you can customize the items in Category and Result drop-down.

  3. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Hi John, thank you for providing feedback. You can open the case from the Global Search screen. Simply clicking the case will open a pop-up where you can see the details about the case and its timeline. You can edit the case or perform actions against the case.

  4. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Thank you for submit the suggestion. We will investigate and consider making some improvement in this area.

  5. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Hi Jon: Thanks for reporting this issue. We have fixed the issue. It will be available in the upcoming RC3 release. Jin

  6. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Logging notes for phone calls and emails will be added back in July release.

  7. 4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    We will add logging notes for phone calls and emails back in the July release.

  8. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    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

  9. 4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    AdminMaximizer (Product Management, Maximizer CRM) shared this idea  · 
  10. 3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    totally agree! we are looking at different possibilities to try and make this a reality
    Great Suggestion!

  11. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    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

  12. 6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    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)

  13. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    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

  14. 13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    the native app keeps the order of the udf's within keyfield groupings

  15. 0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    AdminMaximizer (Product Management, Maximizer CRM) shared this idea  · 
  16. 3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    coming soon to an ios or android near you!
    with the release of v2019

  17. 57 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Great idea! We will be looking at improving our grid for upcoming releases and this is definitely something to think about.

  18. 85 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    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.

  19. 60 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    MaxExchange has been sunset-ed and is no longer supported.

  20. 89 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    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.

Feedback and Knowledge Base