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Curtis Barranoik

← Customer Feedback for Maximizer CRM

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92 results found

  1. Search leads option when saving email

    12 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Curtis Barranoik supported this idea  · 

  2. Task priority

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Curtis Barranoik shared this idea  · 

  3. lead activities

    9 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Curtis Barranoik supported this idea  · 
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    Curtis Barranoik commented  · 

    In addition to this, provide the ability to search leads in the Outlook add-in in order to link incoming/outgoing emails to leads.

  4. Leads Notes to be visible in Opportunity Module when converted to opoortunity

    10 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Curtis Barranoik supported this idea  · 
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    Curtis Barranoik commented  · 

    In addition to notes, all activity history, documents etc should be converted to the opportunity instead of the address book entry. This provides a better workflow when reviewing historical information regarding the lead-opportunity

  5. Provide integration with Microsoft Power BI

    19 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Curtis Barranoik shared this idea  · 

  6. Reply to mobile email

    4 votes

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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Curtis Barranoik shared this idea  · 

  7. Enforce mandatory fields when adding new entries from Outlook

    12 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Curtis Barranoik commented  · 

    This includes contacts, companies or service cases.

    Curtis Barranoik shared this idea  · 

  8. no user report that shows users currently logged into Maximizer Web Access

    20 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Curtis Barranoik commented  · 

    This is especially useful for on premise customers to schedule maintenance in Maximizer.

    Curtis Barranoik supported this idea  · 

  9. Template library folders

    4 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Curtis Barranoik shared this idea  · 

  10. Formula UDF improvements

    25 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Curtis Barranoik supported this idea  · 

  11. Update the search by label

    1 vote

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    0 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Curtis Barranoik shared this idea  · 

  12. Ability to choose the resolution date when resolving a case

    7 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Curtis Barranoik shared this idea  · 

  13. Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.

    54 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Curtis Barranoik supported this idea  · 

  14. Recurring Hotlist Events

    78 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Curtis Barranoik supported this idea  · 

  15. Find free time missing from hotlist tasks

    25 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Curtis Barranoik supported this idea  · 

  16. "Transfer Address Book entries" button on WebAccess

    204 votes
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    Under review  ·  9 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Curtis Barranoik supported this idea  · 

  17. Email Notifications for Hotlist Tasks

    100 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    We are working on implementing APIs for notification engine to allow automatically send notifications on hotlist task updates as well as opportunities and other objects.

    Curtis Barranoik supported this idea  · 

  18. Strategy libraries

    35 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Curtis Barranoik supported this idea  · 

  19. Date UDF issue with "Include in Hotlist" attribute

    49 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Curtis Barranoik supported this idea  · 

  20. Include Maximizer alarm integration on smartphones

    10 votes

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    0 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Curtis Barranoik shared this idea  · 
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