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Anonymous

← Customer Feedback for Maximizer CRM

My feedback

9 results found

  1. Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case'

    20 votes
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    Under review  ·  4 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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  2. Address book - auto search discontinued in April 21, 2021 upgrade. WHY?

    11 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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  3. Improve the email client

    13 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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  4. Ability to choose any of the opportunity fields as the default email subject line for monitoring.

    11 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Anonymous commented  · 

    I agree Jim. Has anyone else not thought this is a problem since 2015? I just started using Opportunities/ Accounts and the first email notice my assistant received had this useless string of info on it. Having a choice would be best but client name and type of opportunity would be a good start for a default. This would seem a simple fix.

  5. Update "Date last contacted" when email saved

    13 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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  6. Take out the words "To do" in hotlist task

    5 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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  7. Notes in Customer Service Cases should indicate the CS Case they are related to

    1 vote
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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  8. Insurance tab

    6 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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  9. Add a difference in activities for Tasks and appointments

    29 votes
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    Planned  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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