Jon Arancio

My feedback

  1. 39 votes
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  2. 6 votes
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  3. 111 votes
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    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.

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    Jon Arancio commented  · 

    In addition to inheriting the company UDFs to new contacts, there is a separate need for some companies to trigger the population of contact level UDFs from values on the company level. This would impact not just net new contacts as they are added, but would fill in the values for existing contacts.

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  4. 97 votes
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    planned  ·  Maximizer Admin responded

    We will add important missing functionalities from Windows to Web access in the nearest releases. This feature is in the Roadmap and should be implemented in one of the upcoming releases.

    Jon Arancio supported this idea  · 
  5. 9 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →
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    Jon Arancio commented  · 

    Should also allow a user to create a lead from an Outlook Contact. The Outlook add-in will allow a user to create a contact from an Outlook Contact but not a lead. (Oddly, the lead can be created from an Outlook Email but not an Outlook Contact.

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  6. 3 votes
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  7. 3 votes
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  8. 15 votes
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    Jon Arancio commented  · 

    We want notification to trigger based on date values or age values. Ideally formulas would be supported.

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  9. 20 votes
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  10. 9 votes
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  11. 57 votes
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  12. 28 votes
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  13. 52 votes
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  14. 13 votes
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  15. 12 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →
    Jon Arancio shared this idea  · 
  16. 6 votes
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  17. 16 votes
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    Jon Arancio commented  · 

    All clients have asked for this.

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  18. 4 votes
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  19. 24 votes
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  20. 12 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →
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