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  1. New contact inherits UDF of campany

    72 votes
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    10 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    We have to have this option reinstated on your web version otherwise we will NO LONGER be able to use Maximizer , if the web version is the only way to go. we have presented to you our case in the past and discussed it at length . we were promised an update around this time of the year. please advise progress

  2. 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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    Anonymous commented  · 

    for each contact we have in our companies, we have about 50 udf fields to click . we currently use CRM 12 (summer 2013 edition) and this works perfectly for us. when we add a contact with the option ticked (new contact inherit company udf ) we do not need to review each one and decide which of these (UDFs) are needed. they just get added automatically. it would be easiest if i would show you by doing an online session with me where you can connect to my computer and i can show you exactly what we do and how it is done

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