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Caroline Robertson

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27 results found

  1. Configurable quick search

    66 votes
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    7 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    Hi, thanks for your feedback on the quick search feature. We have plans to add more functionality to the current search capability.

    Caroline Robertson shared this idea  · 

  2. Better favorite lists management

    47 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Caroline Robertson commented  · 

    One of our clients has requested that when you retrieve a Favourite List, the Address Book should know that you are in a Favourite List so that users can remove records from it directly rather than have to go and choose the Favourite List to remove them from.

    Caroline Robertson supported this idea  · 

  3. Improve Column Setups

    149 votes
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    11 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Over recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.

    We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.

    An error occurred while saving the comment
    Caroline Robertson commented  · 

    One of our clients requested the ability to right click on a column from the Address Book and select "remove" to dynamically amend a Column Setup without having to go into the (long winded) Properties.

    Caroline Robertson supported this idea  · 

  4. Undo option when you Make List Current

    57 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Caroline Robertson shared this idea  · 

  5. Allow complex queries for Dashboard indicators and enable users to scale indicators

    111 votes
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    Under review  ·  5 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Caroline Robertson supported this idea  · 

  6. Saved Searches (Search Catalogs) don't Prompt for Values in Mobile Access

    20 votes

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    We’ll send you updates on this idea

    10 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Caroline Robertson commented  · 

    Another good suggestion Jenny!

    Caroline Robertson supported this idea  · 

  7. Allowing companies to have products

    40 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Caroline Robertson supported this idea  · 
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    Caroline Robertson commented  · 

    Absolutely! Other CRM solutions have the idea of "Assets" that a company owns and cases can't be created for a product that is not an asset. I suggest that Maximizer doesn't prevent cases being created, merely makes it easier to create a case against a Product that the Company already has.

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