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Jon Arancio

← Customer Feedback for Maximizer CRM

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101 results found

  1. Search records without open hotlist task

    6 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Jon Arancio shared this idea  · 

  2. Send one or mass email from Hotlist or Tasks

    6 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Jon Arancio shared this idea  · 

  3. Add Hotlist task Category field to column view

    25 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Jon Arancio supported this idea  · 

  4. Opportunity Reassignment and Opportunities without a Company Assigned

    38 votes
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    Under review  ·  3 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Jon Arancio commented  · 

    I keep getting asked about this - multiple clients...

    Jon Arancio supported this idea  · 

  5. Modify Task Date on Action Plan Tasks

    9 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Jon Arancio shared this idea  · 

  6. Multi-user interactions

    6 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jon Arancio shared this idea  · 

  7. Deleting group appointments warning

    9 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Jon Arancio shared this idea  · 

  8. Monitor interactions in Zapier

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jon Arancio shared this idea  · 

  9. Dashboard indicators for interactions

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Jon Arancio shared this idea  · 

  10. Allow formula fields in Dashboard indicators

    19 votes
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    Declined  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Jon Arancio supported this idea  · 

  11. Remove from favorite list command should filter on only lists contact is associated with

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jon Arancio shared this idea  · 

  12. Address Book Timeline Report Blank

    3 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Jon Arancio shared this idea  · 

  13. Consolidated Timeline Report sort order on date/time is incorrect

    3 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Jon Arancio commented  · 

    Just found an example of this. See attached screenshot.

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    Jon Arancio commented  · 

    Potentially fixed by having limit on # records.

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    Jon Arancio commented  · 

    Do you want to see this?

    Jon Arancio shared this idea  · 

  14. Import interactions

    7 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Jon Arancio commented  · 

    Is there an update on this?

    Jon Arancio shared this idea  · 

  15. Allow action bar sort to be customized

    8 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jon Arancio shared this idea  · 

  16. Change contact on hotlist task

    9 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Jon Arancio shared this idea  · 

  17. Contact switcher missing from hotlist

    7 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jon Arancio shared this idea  · 

  18. Make task creation mandatory on interactions

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jon Arancio shared this idea  · 

  19. Task, appointment and opportunity notes shoudl login inside the interactions text

    7 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Jon Arancio commented  · 

    This is akin to the old phone dialer.

    Jon Arancio shared this idea  · 

  20. Can you add an "exclamation mark" button (pin-to-top) in the interactions tab?

    12 votes
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    Planned  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jon Arancio supported this idea  · 
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