Colin Proudman
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6 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards · Admin →Colin Proudman shared this idea ·
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An error occurred while saving the comment Colin Proudman supported this idea · -
3 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Admin →Colin Proudman shared this idea ·
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3 votesUnder review · 1 comment · Feature Suggestions for Maximizer CRM » Usability - User Experience · Admin →
An error occurred while saving the comment Colin Proudman commentedIf you add another sales process later, it will appear alphabetically in the Administrator, but in the order added in the opportunity field. Also, ideally, allow a custom sort.
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6 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Admin →Colin Proudman shared this idea ·
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12 votesColin Proudman supported this idea ·
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Yes! Please can we have opportunity and case advanced search checkbox options (or some equivalent technique) that control whether these searches look at company, individual or contact address book user-defined fields, or any combination of these types of entries.