Paul Battaini
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81 results found
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13 votes
Work on mobile access is no longer a part of our strategy. allowing for column setups to be displayed in the mobile app is not not available at this time.
Within the app, we do allow for you to select up 5 additional fields to be displayed within the lists of the main modules
Paul Battaini
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13 votes
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
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20 votes
Work on mobile access is no longer a part of our strategy. Prompt for value searches will not be supported within the mobile app at this time
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26 votesPaul Battaini
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151 votes
We are considering combining Company and Individual to a new group called Account.
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72 votesPaul Battaini
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85 votesPaul Battaini
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89 votesPaul Battaini
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80 votes
Hi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.
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97 votesPaul Battaini
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100 votes
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.
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15 votesPaul Battaini
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204 votes
An error occurred while saving the comment An error occurred while saving the comment Paul Battaini
commented
The use cases for this are many.
1) One customer with several different operational departments or databases that are managed separately, but can have clients/records that need to move or duplicate between each department.
2) Use of a separate database to Archive records into or back out of, to keep the "main" database simpler to user and maintain.
3) Separate subsidiaries or geo's where records at typically (or even legally need to be) separate but can also be shared or changed to a new "owner" in specific cases.
4) Combining multiple prior databases into the one final/operational database.
5) Splitting one database into new distinct ones for various business purposes, such as provide to another business to operate on, split up of a larger business, etc.
6) Allow Partner type businesses to maintain records in their own Maximizer system and periodically update the parent organisation with the latest information on some or all of those records.
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23 votesPaul Battaini
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144 votesPaul Battaini
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39 votesPaul Battaini
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126 votesPaul Battaini
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4 votesPaul Battaini
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7 votesPaul Battaini
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121 votes
We are investigating ways to manage workflows including assigning tasks to teams
Paul Battaini
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An error occurred while saving the comment Paul Battaini
commented
To elaborate on what I believe is asked for here, this would be the Task equivalent to how Calendar appointments work against multiple Database Users.
If you were to mirror this to appointments then you could also make them multi-contact capable too.
I would add that when reviewing the detailed spec for this feature, the expected behaviours is that ALL associated content below the level of the Transferred entry is brought across. This carries some fairly complex to handle implications, such as variation in UDF structure and even differences in System fields such as Category, Products, Case Resolution and Opp Close Status's to name a few.
Ideally the solution should identify these discrepancies, and provide a mapping with default assumptions presented. This mapping should then be able to be saved/template and even Admin restricted from changes, so that standard users can DO the transfer themselves, but not alter the intended alignment of data.
PS. If full expanded out to allow packaged files for transport, this feature becomes very powerful as it means different Maximizer users could share database records and all use our product, so that businesses that have partnership arrangements could recommend Maximizer as the de facto choice for handling provided records.