AdminMaximizer
(Product Management, Maximizer CRM)
My feedback
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7 votes
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1 vote1 comment · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
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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1 vote1 comment · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Hi Jeff, on the latest version of the native mobile app. it does exactly what you ask for.
are you able to post your version? you can find in the Menu -> Settings -> Build Version
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1 vote2 comments · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Hi Curtis, I'm not sure what the 'ask' is?
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1 vote1 comment · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Great suggestion!
Currently, within the app you are able to this.
in the search bar type (without quotes) "address: main" and this will return everything that has "main" contained within the Addr1, Addr2, City, State, Zip fields.we are looking to better incorporate that "address" hint into the application so that you don't have to type it.
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1 vote2 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 →
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 →
An error occurred while saving the comment the native app keeps the order of the udf's within keyfield groupings
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1 vote1 comment · Feature Suggestions for Maximizer CRM » Contact Management · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment you can! in the preferences, you are able to configure how you want that area.
top right area, click the cog wheel to access preferences, click the 'other preferences' button (bottom left) then access the 'Format' tab.
remove the company merge field. -
0 votesAdminMaximizer
(Product Management, Maximizer CRM)
shared this idea
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6 votes
An error occurred while saving the comment the native app does have the capability to READ leads, and we are currently working on the add/edit capability.
- coming soon
please add suggestions concerning mobile to http://suggestions.maximizer.com/forums/917173-feature-suggestions-for-maximizer-mobile-native -
30 votes6 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment We've heard you! an update to the Quick Search will be coming out shortly. (will also make the font color brighter in there)
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18 votes1 comment · Feature Suggestions for Maximizer CRM » Usability - User Experience · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment We hear you! That update will be coming shortly
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6 votes1 comment · Feature Suggestions for Maximizer CRM » Calendar · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment click the 'dot' beside the subject
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24 votes1 comment · Feature Suggestions for Maximizer CRM » Developer APIs · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment With our Zapier integration, you are able to do this today
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33 votes1 comment · Feature Suggestions for Maximizer CRM » Contact Management · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Wow... there has to be a better way to get to those addresses (if needed) 100+ is crazy.
How is this possible?
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1 vote
An error occurred while saving the comment this is done in 2017! on the hover you are able to go to the address book to display all the contact s linked to the appointment
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55 votes3 comments · Feature Suggestions for Maximizer CRM » Marketing Campaigns · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Agreed. I would think that the recipient would get a screen that shows all the campaigns they subscribed to in order for them to unsubscribe from the ones they want.
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58 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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65 votes2 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment This has been added to the 2017 release. The feature is called duration field
totally agree! we are looking at different possibilities to try and make this a reality
Great Suggestion!