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John Burrell

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  1. 26 votes
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  2. 19 votes
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  3. 67 votes
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    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.

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  4. 14 votes
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    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

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  5. 12 votes
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  6. 9 votes
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  7. 9 votes
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  8. 6 votes
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  9. 48 votes
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  10. 6 votes
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  11. 65 votes
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    John Burrell commented  · 

    Also very handy for team collaboration emails eg you could have a Contact against your own (or a Client's) Company in Max which is a project team, with all the members emails within the Email 1 field so that when that Contact has a Case or Opp loaded against it then all the relevant people receive the email. Ideally need the same concept applied to appointments - include the Contact in an appointment & each member has a Calendar (or Hotlist) entry made somehow. At least they'd be able to get notification emails about them anyway.

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  12. 40 votes
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  13. 17 votes
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  14. 4 votes
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  15. 3 votes
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  16. 33 votes
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  17. 65 votes
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  18. 18 votes
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  19. 11 votes
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  20. 46 votes
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    John Burrell commented  · 

    The Outlook Toolbar already has the Create Case option, so it can't be wildly different to add a Create Opportunity option as well. And for consistency, the Office 365 Max add-in has Create Opportunity but not Create Case, so this also should be added.

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