John Burrell

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  1. 3 votes
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    John Burrell shared this idea  · 
  2. 26 votes
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  3. 3 votes
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  4. 6 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 15 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    John Burrell commented  · 

    Ideally the Date Last Contacted field should be there also for Leads, Opps & Cases

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  6. 13 votes
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  7. 15 votes
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  8. 46 votes
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  9. 12 votes
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  10. 6 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 3 votes
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    John Burrell commented  · 

    In fact, with a few minor changes a great improvement to functionality could be achieved, offering people the options of managing their tasks via either of the 2 most common Time Management methodologies : GTD or Get Things/****/Stuff Done, &/or the Eisenhower Time Management Matrix of Urgency vs Importance - these would be a major differentiator between us & our competition so would be a new USP for Maximizer, & are easily achieved

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  12. 3 votes
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  13. 40 votes
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  14. 53 votes
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    John Burrell commented  · 

    Please note - the Word link on the PC works with any/all browsers for merging & is very extensively used by many - it is just the creation of the document templates that requires Max to be open in IE

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    John Burrell commented  · 

    The Office 365 integration provides some of the functionality. Certainly in the Windows environment this works in Outlook locally without the need to install anything, or access O365 via a browser, but I don't know if that is the case in the Mac environment or not sorry - worth a look

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  15. 10 votes
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  16. 6 votes
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  17. 15 votes
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  18. 10 votes
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  19. 18 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 4 votes
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