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Peter Somogyi

← Customer Feedback for Maximizer CRM

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6 results found

  1. Custom popup (like custom actions) in the Leads module

    1 vote
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Customizations - Labels, Icons, Display  ·  Admin →
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    Peter Somogyi shared this idea  · 

  2. Be able to drag and drop a contact into a different Company

    25 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Peter Somogyi commented  · 

    This would be indispensable for arranging WME Households especially after an import from another system without household structure in place.

    Peter Somogyi supported this idea  · 
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    Peter Somogyi commented  · 

    The same drag and drop functionality should apply to household contacts

  3. Recalculate formula fields via SQL

    127 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Developer APIs  ·  Admin →
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    Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    We are committed to making Maximizer work for both public cloud (CRM LIve) and private cloud (on premise). The only way to make that work is through API’s. We use the API’s ourselves so will continue to evolve them. Please use the dev.connect forum to ask any questions about the API’s if you need more insights to help do the work that you need to do

    Peter Somogyi supported this idea  · 
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    Peter Somogyi commented  · 

    I also have an extensive customization for a customer that uses SQL to insert/update/delete UDF values. Updating formula fields is an essential part of this customization. A stored procedure would be ideal to force formulas to update.

  4. Add ability to search in the Calendar

    80 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    Hi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.

    Peter Somogyi supported this idea  · 

  5. Ability to duplicate an Opportunity and then change the client name

    10 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Peter Somogyi commented  · 

    Perhaps an opportunity template would give even more flexibility. You could include the ability to first create a template from an existing Opp or just create templates directly for different types of Opps. Then, create a new opp from a template.

  6. Email a link that takes a user directly to a record

    4 votes

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

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