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Nelia Roberts

← Customer Feedback for Maximizer CRM

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23 results found

  1. "See" Password

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Nelia Roberts shared this idea  · 

  2. Existing business vs New Business tracking in Targets

    3 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Nelia Roberts commented  · 

    It would be great if it is available to separate the targets from New & Existing business too.

    Nelia Roberts shared this idea  · 

  3. Right client on converted lead, to view entry in address book or opportunity module from Leads Module

    9 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Nelia Roberts commented  · 

    Not just for me, but for clients too. :)

    Nelia Roberts shared this idea  · 

  4. Default search to be the case number

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Nelia Roberts shared this idea  · 

  5. All Cases, My Cases, My CURRENT Cases, why isn't there an ALL CURRENT cases options?

    21 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Nelia Roberts supported this idea  · 

  6. Automatic selection of "key fields" dropdown depending on a user defined field

    25 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Nelia Roberts commented  · 

    I have a client here in South Africa, with the exact same request today.

    Nelia Roberts supported this idea  · 

  7. Link Case Subject and Status

    9 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Nelia Roberts commented  · 

    Great idea, especially when there is an entire service team involved.

    Nelia Roberts supported this idea  · 

  8. Lead Conversion - Notes and Docs

    24 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Nelia Roberts supported this idea  · 

  9. Leads - Catalogue Search and Dashboards

    18 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Nelia Roberts supported this idea  · 

  10. 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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    Nelia Roberts supported this idea  · 

  11. Integrtaion with Slack or an allowance for a insystem chat app

    25 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Nelia Roberts shared this idea  · 

  12. Google Calendar Integration

    172 votes
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    Planned  ·  21 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Nelia Roberts supported this idea  · 

  13. Add a Suburb Line

    24 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Nelia Roberts supported this idea  · 

  14. Recurring Hotlist Events

    78 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Nelia Roberts supported this idea  · 

  15. Combine Notes and Documents.

    37 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Nelia Roberts supported this idea  · 

  16. Separate "automatic" Notes from "manual" Notes.

    52 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Nelia Roberts supported this idea  · 

  17. Select all option

    25 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Nelia Roberts supported this idea  · 

  18. Include Maximizer alarm integration on smartphones

    10 votes

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    0 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Nelia Roberts supported this idea  · 

  19. It would be great if the timer was available in Mobile Access

    4 votes

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    1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Nelia Roberts supported this idea  · 

  20. Adding items to a table field in Edit Mode

    33 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Nelia Roberts supported this idea  · 
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