John Burrell

My feedback

  1. 111 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  Maximizer Admin responded

    Could you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.

    An error occurred while saving the comment
    John Burrell commented  · 

    Ideally in database design there would be no need for replication of a specific field between levels in the AB, but the realities of needs does tend to require this for a variety of reasons, eg single pass Searches based on data from both Company & Contact levels.
    If the Key Field list for contacts allowed you to see the company information (& perhaps even edit them, or perhaps the Custom Tab) then this would suffice for most of the needs I've seen, so User Case 2, however I can understand that in some instances User Case 1 would be appropriate

    John Burrell supported this idea  · 
  2. 5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    John Burrell commented  · 

    Yes it is still a problem. Just tried with the latest iPhone. The attached pic has a UDF field that's showing the extent of how much of it can be seen & edited : 13 before the box, which is 8 long, then another 13, so actually a total of 34 only when it's longer than that

    An error occurred while saving the comment
    John Burrell commented  · 

    I can't advise if still a problem sorry as it caused the client for which I reported it to leave us, & I don't have a suitable iPhone user to check with.

    John Burrell shared this idea  · 
  3. 21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    John Burrell commented  · 

    And an Opportunity would make sense as well

    John Burrell supported this idea  · 
  4. 2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    John Burrell supported this idea  · 
    John Burrell shared this idea  · 
  5. 64 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  6. 20 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  7. 11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  8. 15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  9. 16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  10. 22 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    John Burrell commented  · 

    Doh! So you did - sorry Stuart. Yes Marie this is a good idea

    An error occurred while saving the comment
    John Burrell commented  · 

    Stuart, the latter issue is easily handled with the system already - just edit the case & click into the Contact field in the left-hand column to attach the case to the newly advised contact.

    John Burrell supported this idea  · 
  11. 16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    John Burrell commented  · 

    A shame you're on anonymously whoever you are that commented on Oct 8th 2019 as there are actually ways to achieve the management of warranty & service history when you set it up a certain way - email me john@resultscrm.com.au if you see this

    John Burrell supported this idea  · 
  12. 6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell shared this idea  · 
  13. 6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  14. 12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  15. 26 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  16. 16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
  17. 47 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    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

    John Burrell supported this idea  · 
  18. 64 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    John Burrell commented  · 

    For both myself & several clients who also want this I choose the option to send myself a copy, then have a rule in Outlook that says if it's sent from myself then it's logically from Max, & moves it to a "Sent from Maximizer" folder, though you could always have that just to the Sent Items instead. Works well.

    John Burrell supported this idea  · 
  19. 14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    John Burrell commented  · 

    Another aspect of this is a bug where if you amend an existing (& applied) Opp Process by adding a new Stage, it's not available to existing Opps, only newly created ones

    John Burrell supported this idea  · 
  20. 12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John Burrell supported this idea  · 
← Previous 1 3 4 5 28 29

Feedback and Knowledge Base