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Don Small

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  1. Add a photo to contacts or individuals - Maximizer CRM Entrepreneur

    15 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Don Small commented  · 

    So, that was actually the nature of my request - to be able to add a photo into the address book record. Can this feature be added to Entrepreneur?

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    Don Small commented  · 

    Hi Connie,
    Are you referring to the new Social Networking - LinkedIn integration? I'm beta testing v12 and that's the closest I can find to photos, but it requires that the user has LinkedIn and that they also have a photo. Or is there a photo feature coming in the interim beta release?

    Don Small shared this idea  · 

  2. Hide Inactive Contacts

    154 votes
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    17 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Don Small commented  · 

    Just to add to the business case for this, I believe the main reason for this is to review history for contacts that have left a company. It would be best to be able to filter by active, inactive or both.

    Don Small supported this idea  · 

  3. Combine Notes and Documents.

    37 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Don Small commented  · 

    To Connie's comment about how email would fit into this, put everything in one tab and enhance the Show filter to include notes. in fact, rather than pick one or all, a multi-select option would be best (for example: so that I can see emails and notes, but not Maximizer documents).

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    Don Small commented  · 

    Currently there is no easy way to sift through activity for a contact/company chronologically. It's easy enough to view a note and click the Next or Previous entry to view the details of each. But it's common to have note and email that are very relevant to a contact. Seeing a chronological progression of activity is difficult as it's necessary to switch between tabs for Notes and Documents. This is made more difficult by not having the Next or Previous entry function when viewing Documents. Each document must be opened separately making for a very cumbersome process.

    I suggest combining Notes and Documents into one tab. The Type column would then identify if it’s a Note, Email or Maximizer document. It would also be helpful to indicate if an email has an attachment.

    Don Small supported this idea  · 

  4. Ability to access alternate email address if contact has multiple emails

    143 votes
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    6 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Don Small supported this idea  · 

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