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198 results found

1. All Cases, My Cases, My CURRENT Cases, why isn't there an ALL CURRENT cases options?

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   2 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   
   

   John Burrell supported this idea  ·  April 04, 2017

2. Convert Individual record - Copy all basic fields and UDFs to Company and Contact records

   151 votes

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   3 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   We are considering combining Company and Individual to a new group called Account.

   John Burrell supported this idea  ·  March 22, 2017

3. New contact inherits UDF of campany

   72 votes

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   10 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   
   

   John Burrell supported this idea  ·  March 16, 2017

4. Ability to make an Appointment recurring after you've created it

   59 votes

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   2 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Delete…  ·  Admin →
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   Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   There are no plans to support this because of issues with sync’ing with Outlook

   John Burrell supported this idea  ·  January 16, 2017

5. When sorting Document list by creator please also keep in date order within.

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   0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   
   

   John Burrell supported this idea  ·  October 27, 2015

6. Assigning a date to more than one hotlist task

   13 votes

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   1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   
   

   John Burrell supported this idea  ·  October 23, 2015

7. The ability to assign more than one user to a single hotlist task

   52 votes

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   1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   
   

   John Burrell supported this idea  ·  October 23, 2015

8. Recurring Hotlist Events

   78 votes

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   2 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   
   

   John Burrell supported this idea  ·  October 23, 2015

9. Email Reminder for Hotlist Tasks

   56 votes

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   2 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   
   

   John Burrell supported this idea  ·  October 23, 2015

10. Email Notifications for Hotlist Tasks

    100 votes

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    1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Delete…  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    We are working on implementing APIs for notification engine to allow automatically send notifications on hotlist task updates as well as opportunities and other objects.

    John Burrell supported this idea  ·  October 23, 2015

11. Undo option when you Make List Current

    57 votes

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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Delete…  ·  Admin →
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    John Burrell supported this idea  ·  October 14, 2015

12. Ability to Modify Document (Email) Properties in Mobile Access

    10 votes

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    0 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Delete…  ·  Admin →
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    Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    no work is being on mobile access, look to the mobile app for this feature

    John Burrell supported this idea  ·  October 14, 2015

13. Telephone log

    23 votes

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    Planned  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Delete…  ·  Admin →
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    John Burrell supported this idea  ·  June 16, 2015

14. Recurring appointments with no end date

    54 votes

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    5 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Delete…  ·  Admin →
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    Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    We recommend setting an end date several years out. As that appointment date nears its end, it is a good idea to decide whether you still need it or whether something has changed

    John Burrell supported this idea  ·  June 16, 2015

15. Add ability to search in the Calendar

    80 votes

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    1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Delete…  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    Hi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.

    John Burrell supported this idea  ·  September 18, 2014

16. Allow Hotlist Tasks To Be Sorted By Completion Date

    21 votes

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    0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Delete…  ·  Admin →
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    Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    
    

    John Burrell supported this idea  ·  June 16, 2015

17. It would be great if the timer was available in Mobile Access

    4 votes

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    1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Delete…  ·  Admin →
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    Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    upvote this one if its something you guys want

    John Burrell shared this idea  ·  June 03, 2015

18. Recurring Appointments in MaxMobile and Mobile Access

    12 votes

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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Delete…  ·  Admin →
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    John Burrell supported this idea  ·  June 03, 2015

19. Saved Searches (Search Catalogs) don't Prompt for Values in Mobile Access

    20 votes

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    10 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Delete…  ·  Admin →
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    Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    Work on mobile access is no longer a part of our strategy.  Prompt for value searches will not be supported within the mobile app at this time

    John Burrell supported this idea  ·  June 03, 2015

20. Add ability to Copy Appointment in the Calendar

    85 votes

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    1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Delete…  ·  Admin →
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    Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    
    

    John Burrell supported this idea  ·  April 23, 2015