AdminMaximizer (Product Management, Maximizer CRM)

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  1. 7 votes
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    AdminMaximizer (Product Management, Maximizer CRM) shared this idea  · 
  2. 3 votes

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    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

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

  3. 1 vote

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    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

  4. 4 votes
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    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)

  5. 1 vote

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    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

  6. 13 votes

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    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

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

  7. 0 votes
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    Declined  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminMaximizer (Product Management, Maximizer CRM) shared this idea  · 
  8. 3 votes

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    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

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

  9. 57 votes
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    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.

  10. 79 votes
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    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.

  11. 60 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Others  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

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

  12. 86 votes
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    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.

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