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Colin Proudman

← Customer Feedback for Maximizer CRM

My feedback

34 results found

  1. Allow drag and drop when repositioning Items in a table list

    14 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Colin Proudman supported this idea  · 

  2. Allow Yes/No fields without default

    10 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Colin Proudman shared this idea  · 

  3. 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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    Colin Proudman commented  · 

    Some customers make use of this in the desktop application and require it in the browser application

    Colin Proudman supported this idea  · 

  4. 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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    Colin Proudman commented  · 

    Some customers make use of this in the desktop application and require it in the browser application

    Colin Proudman supported this idea  · 

  5. "New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature

    30 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Colin Proudman commented  · 

    Some customers make use of this in the desktop application and require it in the browser application

    Colin Proudman supported this idea  · 

  6. UDF visibility based on field based formula rule

    20 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Colin Proudman shared this idea  · 

  7. Recurring appointments with no end date

    54 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Colin Proudman commented  · 

    Also after another sync cycle it deletes the future recurrences from Outlook which is bad.

    Can we have the add-in synchronize future recurrences in Maximizer to the horizon set in the synchronization options (X days/weeks/months into the future) and leave the appointment as recurring with no end date in Outlook.

  8. Allow complex queries for Dashboard indicators and enable users to scale indicators

    111 votes
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    Under review  ·  5 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Colin Proudman commented  · 

    Hi Joseph

    Can you confirm that v12 dashboards will continue to work in future version dashboards? I ask because of your comments about direct SQL Server queries. Some customers have paid for the service of setting up their dashboards including developing underlying SQL Server queries, and if those customers have software assurance they will not understand if something they paid for stops working.

    Best regards
    Colin

    Colin Proudman supported this idea  · 
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    Colin Proudman commented  · 

    Also, allow the List Control to take its input from a SQL Query metric (SELECT in this case) not just a saved search. The List Control available fields for columns would be those specified in the SELECT statement. The benefit would be more complex results returned than is possible with saved searches.

  9. Maximizer Web Access - add read receipt option to email compose window

    25 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Colin Proudman shared this idea  · 

  10. Improve Column Setups

    149 votes
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    11 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Over recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.

    We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.

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    Colin Proudman commented  · 

    Make row height "stick" in multi-row column setups in Web Access. At the moment the columns revert to single row display whenever re-opened

  11. Add new Campaign option "Send once to duplicate email addresses"

    29 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Marketing Campaigns  ·  Admin →
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    Colin Proudman shared this idea  · 

  12. Configurable quick search

    66 votes
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    7 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    Hi, thanks for your feedback on the quick search feature. We have plans to add more functionality to the current search capability.

    Colin Proudman supported this idea  · 
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    Colin Proudman commented  · 

    And/Or allow search logic in the text box, for example "Company:Maximizer + Last:Richardson". Also can we have a company match return companies only? With a large set of contacts it can be a nuisance to scroll through all the contacts to find the company - having just searched for it! (Esp when using Maximizer Web Access.) After all, if we want all the contacts we can go the older Search > Company menu.

  13. Maximizer Web Access telephony integration

    37 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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  14. Maximizer CRM 12 Web Access has reduced email functionality compared to v. 11

    60 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Colin Proudman commented  · 

    Agreed - especially want IMAP email window back because then we can link to other systems such as Gmail.

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