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Jon Arancio

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103 results found

  1. Default entry management in web access

    6 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Jon Arancio shared this idea  · 

  2. Adding fields to documents tab

    12 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Jon Arancio shared this idea  · 

  3. Enable keyboard-entry date and time shortcuts

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

  4. Ear-mark e-mails in Outlook in-box once they are saved to Maximizer -- to eliminate doubt that causes operator to re-save

    18 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jon Arancio commented  · 

    I think you can do this using the Categorize saved emails as function in the Outlook add-in. It is in Preferences and you can set a certain color for Maximizer saved emails.

    Jon Arancio supported this idea  · 

  5. Change Appointment Organizer in Calendar

    41 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Jon Arancio supported this idea  · 

  6. Date entry

    9 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Jon Arancio shared this idea  · 

  7. Contacts to automatically inherit UDFs from Company/Individual

    117 votes
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    23 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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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.

    Jon Arancio supported this idea  · 

  8. Preference for Date Format in Maximizer Web Access

    97 votes
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    in progress  ·  14 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Jon Arancio supported this idea  · 

  9. Outlook integration for Leads

    18 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  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.

    Jon Arancio shared this idea  · 

  10. leads two pane

    18 votes
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    Under review  ·  4 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Jon Arancio commented  · 

    All clients have asked for this.

    Jon Arancio supported this idea  · 

  11. Allow opportunity notification based on address book fields

    3 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Jon Arancio shared this idea  · 

  12. Notification Toasts for Date fields

    18 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jon Arancio commented  · 

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

    Jon Arancio supported this idea  · 

  13. no user report that shows users currently logged into Maximizer Web Access

    20 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Jon Arancio supported this idea  · 

  14. Conditional mandatory on system fields

    12 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Jon Arancio shared this idea  · 

  15. Complete recurring appointments

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

  16. Email should log attachment name to notes

    18 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Jon Arancio shared this idea  · 

  17. lead activities

    9 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Jon Arancio shared this idea  · 

  18. Email campaign for Leads

    10 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Marketing Campaigns  ·  Admin →
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    Jon Arancio shared this idea  · 

  19. Integrate web to lead with new Leads module

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

  20. Note report format

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