John Burrell
My feedback
164 results found
-
26 votesJohn Burrell supported this idea ·
-
19 votesJohn Burrell supported this idea ·
-
67 votes
An error occurred while saving the comment John Burrell supported this idea · -
14 votes
An error occurred while saving the comment John Burrell commentedAnother 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 · -
Eliminate random session timeouts by allowing something other than In Process for session management
12 votesJohn Burrell supported this idea · -
9 votes
Moving forward, this should be done through API.
John Burrell supported this idea · -
9 votesJohn Burrell supported this idea ·
-
6 votesJohn Burrell supported this idea ·
-
48 votesJohn Burrell supported this idea ·
-
6 votesJohn Burrell supported this idea ·
-
65 votes
An error occurred while saving the comment John Burrell commentedAlso 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.
John Burrell shared this idea · -
40 votesJohn Burrell supported this idea ·
-
17 votesJohn Burrell supported this idea ·
-
4 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Admin →John Burrell supported this idea ·
-
3 votesUnder review · 1 comment · Feature Suggestions for Maximizer CRM » Usability - User Experience · Admin →John Burrell shared this idea ·
-
33 votesJohn Burrell supported this idea ·
-
65 votesJohn Burrell supported this idea ·
-
18 votesJohn Burrell shared this idea ·
-
11 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Admin →John Burrell supported this idea ·
-
46 votes
Makes absolute sense. We are looking into how to do this with Outlook
An error occurred while saving the comment John Burrell commentedThe 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.
John Burrell supported this idea ·
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.