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John Burrell

← Customer Feedback for Maximizer CRM

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198 results found

  1. Leads Conversion

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    John Burrell shared this idea  · 

  2. Allow Selecting Multiple Categories For Notes

    5 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    John Burrell supported this idea  · 

  3. "Allow Public Entries" Expansion

    3 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    John Burrell supported this idea  · 

  4. Address Book Permission Refinement

    9 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    John Burrell supported this idea  · 

  5. Need to be able to print individual client interactions as we used to print out individual notes for compliance reasons.

    13 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    in progress  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    Thank you for your feedback. You can print the interactions for a particular client by following steps:

    1. Selecting the client in the list 
    2. Go to Reports > Address Book Interactions Report. 
    3. In the report, select "All selected entries" from the first drop-down. 
    4. If you only want to print the phone calls, select "Phone Call" from the Interaction field. You can also leave the field blank which allows you to print all interaction types. 
    5. Click the RUN button to generate the report.
    6. Turn on Show Details option. 
    7. Export the report to PDF


    We have received many similar feedback. In the short term, we plan to move the phone call notes back to the product so you can work the same way as before.  We will continue to improve the interaction related functions so you can see all the interactions and manual notes in one place and provide you better reports.


    John Burrell supported this idea  · 

  6. automate reminder emails

    12 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    John Burrell supported this idea  · 

  7. Folder structure for emails

    19 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    John Burrell supported this idea  · 

  8. Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live

    17 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    John Burrell supported this idea  · 

  9. Create option to prompt 'Activities' update after completing 'Notes' entry

    9 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    John Burrell supported this idea  · 

  10. Decouple Lead Owner field management from Sales Manager role

    3 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    John Burrell supported this idea  · 

  11. 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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    John Burrell supported this idea  · 

  12. I believe it would make more sense if the web to lead forms actually linked to the leads module.

    12 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    John Burrell supported this idea  · 

  13. 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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    John Burrell supported this idea  · 

  14. lead activities

    9 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    John Burrell supported this idea  · 

  15. Leads system fields

    6 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    John Burrell supported this idea  · 

  16. If possible to add the option to add action plans to new Leads Module

    10 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    John Burrell supported this idea  · 

  17. Make the Leads section useful.

    6 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    John Burrell supported this idea  · 

  18. Leads - Do Not Create Opportunity option

    9 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    John Burrell supported this idea  · 

  19. warning message deleting leads process

    3 votes
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    John Burrell supported this idea  · 

  20. Double click to edit a lead in the leads module

    8 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    John Burrell supported this idea  · 
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