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Daniel Jordan

← Customer Feedback for Maximizer CRM

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16 results found

  1. Formula UDF improvements

    25 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Daniel Jordan commented  · 

    We need this yesterday.

    Daniel Jordan supported this idea  · 

  2. Intelligent Links in Address Book and Opportunity Views

    13 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Daniel Jordan supported this idea  · 

  3. Support "Friendly" Company Names

    97 votes
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    Under review  ·  8 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Daniel Jordan supported this idea  · 

  4. Add notes to multiple contacts or companies at once

    12 votes
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    Declined  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Daniel Jordan shared this idea  · 

  5. 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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    Daniel Jordan supported this idea  · 

  6. 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.

    Daniel Jordan supported this idea  · 

  7. Change Default for Yes/No UDF

    17 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Daniel Jordan supported this idea  · 

  8. Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)

    190 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Customizations - Labels, Icons, Display  ·  Admin →
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    Daniel Jordan supported this idea  · 

  9. 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.

    Daniel Jordan supported this idea  · 

  10. Hide Inactive Contacts

    154 votes
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    17 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Daniel Jordan supported this idea  · 

  11. "Move Selected Contact" button to workstation version

    63 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Declined  ·  Maximizer Admin responded

    Maximizer is making changes to its product line up that involved the impending discontinuation of the Windows client, in 2016. Windows client users can continue to follow the standard upgrade path to Maximizer CRM v2016, due out in late fall 2015 and then remain on that version for as long as they choose. Over time, support for CRM v2016 will cease, and the customers will have to make a decision between migrating to a solution like Web Access or Maximizer CRM Live or continue with an unsupported solution.
    We encourage customers, to continue the dialog with Maximizer Software about any potential product requirements or otherwise, which would help facilitate an easy migration to Web Access or Maximizer CRM Live.

    Daniel Jordan supported this idea  · 

  12. Combine Notes and Documents.

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

  13. Drag & Drop Emails from Outlook to save inside Maximizer

    173 votes
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    Declined  ·  6 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Daniel Jordan supported this idea  · 

  14. Integration with phone system (VoIP/others)

    143 votes
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    30 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Please note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.

    Daniel Jordan supported this idea  · 

  15. 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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    Daniel Jordan supported this idea  · 

  16. Global Edit Users

    26 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Daniel Jordan supported this idea  · 

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