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Robbie Brand - Collier Pickard

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43 results found

  1. Allow preview of merge fields in emails / email templates

    118 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  2. Add Hotlist task Category field to column view

    25 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  3. Leads - Catalogue Search and Dashboards

    18 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  4. Add the option to delete multiple interactions at once

    13 votes
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    Planned  ·  2 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Robbie Brand - Collier Pickard shared this idea  · 

  5. Proper handling of return values for formula UDF date functions

    7 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Robbie Brand - Collier Pickard commented  · 

    Some way to determine that a date is null/blank/invalid would help.
    It seems that Maximizer evaluates all parts of an IF statement before running it and if any part returns null the whole thing returns null.
    So if IsDate() or IsNull() functions were added and properly evaluated it would help a lot.

    we get a lot of [If (Date1 > Date2,...,...)] or [If (Date1 is Null, use Date2, else use Date1)] types of formula queries. But none of these can be done if either date is null.

    Can a date formula field allow a blank/null return? Something like
    [If (FieldX == "value a", Date1, Null())]

    Another useful function would be DateAdd(), like SQL has so you can add/subtract a number of years, months or days from another date. we can add days by adding the number of days to a date field

  6. Formula UDF improvements

    25 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Robbie Brand - Collier Pickard commented  · 

    This would help customers out when creating complicated formula. Much as they would do now in Excel, breaking the formula into smaller and reusable columns.

    Robbie Brand - Collier Pickard supported this idea  · 

  7. Webforms should have option to bring entries in as Leads

    11 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  8. Can you add an "exclamation mark" button (pin-to-top) in the interactions tab?

    12 votes
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    Planned  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  9. Clear user permissions

    7 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Robbie Brand - Collier Pickard commented  · 

    Once a database has been setup without group security in mind from the start it is a pain to reverse it.
    There is a lot that Maximizer could do in this area to help out administrators of databases with larger user counts.

    Robbie Brand - Collier Pickard supported this idea  · 

  10. Allow leads fields to be edited

    17 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  11. allow mandatory field selection in leads module

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  12. allow more field mapping between leads and opportunities

    21 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  13. Select where to convert Lead module email, Notes & Docs to.

    18 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  14. Leads module - save 3rd party emails to a Lead

    21 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  15. Access Partner Info within Opportunity

    19 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  16. leads default entry

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 

  17. Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case'

    20 votes
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    Under review  ·  4 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 
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    Robbie Brand - Collier Pickard commented  · 

    This would make a much better workflow for the user.
    I guess the next logical stage would be to give access to the key fields directly in the Outlook toolbar

  18. MailChimp Tags

    9 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Robbie Brand - Collier Pickard shared this idea  · 

  19. View in browser link for email campaigns

    12 votes
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    Declined  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Marketing Campaigns  ·  Admin →
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    Robbie Brand - Collier Pickard shared this idea  · 

  20. Colouring rules for UDF's

    9 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Robbie Brand - Collier Pickard supported this idea  · 
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