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Paul Pitman

← Customer Feedback for Maximizer CRM

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34 results found

  1. Default Attachments Linked to Email Templates

    30 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Paul Pitman supported this idea  · 

  2. Interactions workflow adds clicks for the user

    3 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Paul Pitman commented  · 

    Mandatory Subject for interactions is one cause for the increase in clicks. allowing for the setting of a default value would help - but why make it mandatory?

    Paul Pitman shared this idea  · 

  3. allow more field mapping between leads and opportunities

    21 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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  4. allow mandatory field selection in leads module

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Paul Pitman supported this idea  · 

  5. Allow leads fields to be edited

    17 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Paul Pitman supported this idea  · 

  6. Access Partner Info within Opportunity

    19 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Paul Pitman supported this idea  · 

  7. Leads module - save 3rd party emails to a Lead

    21 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Paul Pitman supported this idea  · 

  8. Select where to convert Lead module email, Notes & Docs to.

    18 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Paul Pitman supported this idea  · 

  9. leads default entry

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Paul Pitman shared this idea  · 

  10. Colouring rules for UDF's

    9 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Paul Pitman supported this idea  · 

  11. Trigger alert based on Do Not Solicit - Email

    12 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Paul Pitman shared this idea  · 

  12. Formula UDF - using a field with the same name as a system field

    6 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Paul Pitman supported this idea  · 

  13. MailChimp - allow 'Unsubscribe' to synchronize with Maximizer

    40 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Paul Pitman supported this idea  · 

  14. Loss of column setup option in contact / company search dialogs. Can this be added back?

    16 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Paul Pitman commented  · 

    Great news from Jin and the team at Maximizer. Really excited to see these suggestions getting actioned

    Paul Pitman supported this idea  · 

  15. Organisation Chart

    43 votes
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    Under review  ·  5 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Paul Pitman supported this idea  · 

  16. Zapier integration with the Leads module

    56 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Paul Pitman supported this idea  · 

  17. Add Make Selected List Current option to right click menu

    36 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Paul Pitman commented  · 

    Great suggestion.

    Paul Pitman supported this idea  · 

  18. integration between the web access product and Xero online accounting software

    40 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Paul Pitman supported this idea  · 

  19. Trouble finding Opportunity/Case when saving email from Outlook Toolbar

    39 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Paul Pitman supported this idea  · 

  20. 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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    Paul Pitman supported this idea  · 
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