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Ian

← Customer Feedback for Maximizer CRM

My feedback

12 results found

  1. When sending an email to a list, a feature that detects when multiple recipients have the same email address, and option to save preferences

    8 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Ian shared this idea  · 

  2. Excel Add-In

    64 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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  3. Telephone log

    23 votes
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    Planned  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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  4. Print to Dymo or Brother Handheld Label Printer

    13 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Ian shared this idea  · 

  5. Scanning Business Cards - Dymo - Direct to Maximizer CRM Live

    39 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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  6. Print Labels

    69 votes
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    7 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    in progress  ·  Connie responded

    This will be done via the Microsoft Word Add-In for Maximizer CRM Live and Maximizer Web Access Group and Enterprise Edition!

  7. Sorting Hotlist Tasks by colorful icon

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Ian shared this idea  · 

  8. Assigning a date to more than one hotlist task

    13 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Ian shared this idea  · 

  9. Make it easier

    3 votes

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    We’ll send you updates on this idea

    2 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Ian shared this idea  · 

  10. 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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    Ian supported this idea  · 

  11. Link to a local directory not just to a document

    26 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Ian supported this idea  · 

  12. Document Details

    15 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Ian supported this idea  · 
    An error occurred while saving the comment
    Ian commented  · 

    It would be great if the document properties button were available during the email saving process as often you want to give the document a different name than the subject line reflects.

    This would make managing large numbers of saved emails and documents more manageable.

    For example, say you want to save an email and attachments, and you want to name the document(s) December 31st Acquisition Notes, but they came to you as 12/31/14 ACQNOTES5

    You currently have to save the email and docs, then manually go into each individually to change the properties, which is an additional 12 clicks

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