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Jeff Brown

← Customer Feedback for Maximizer CRM

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78 results found

  1. Use the results of Formula UDF in Mandatory Rules

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Jeff Brown shared this idea  · 

  2. Include Address fields in the Duplicate Check!

    1 vote
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Jeff Brown shared this idea  · 

  3. Share link to address book entry, opportunity, customer service case or other via email

    3 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Jeff Brown commented  · 

    Thank you for implementing this in the new release. This will be so helpful!

    Jeff Brown shared this idea  · 

  4. Highlight only missed required fields and not all required fields

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jeff Brown shared this idea  · 

  5. UDF Report

    12 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Jeff Brown supported this idea  · 

  6. Formula UDF improvements

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

    I have several formulas that I have had to go in and rename fields to make them shorter and less descriptive so as to keep the formula under the 20k character length limit.

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    Jeff Brown commented  · 

    Almost 10 years and still the same.

    Jeff Brown supported this idea  · 

  7. Date entry

    9 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Jeff Brown supported this idea  · 

  8. Adding items to a table field in Edit Mode

    33 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Jeff Brown supported this idea  · 

  9. 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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    Jeff Brown supported this idea  · 

  10. Print envelopes direct from Maximizer like it was possible fron the desktop program!

    10 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Jeff Brown supported this idea  · 

  11. Allow for a subject line in Notes

    12 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Jeff Brown supported this idea  · 

  12. Add additional service providers to the VOIP integration

    7 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Developer APIs  ·  Admin →
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    Jeff Brown supported this idea  · 

  13. Preventing users from Deleting Opportunities should not prevent them from removing a value

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jeff Brown shared this idea  · 

  14. Ability to delete Default Key Fields

    119 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Jeff Brown supported this idea  · 
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    Jeff Brown commented  · 

    I would like to be able to rename it as well.

  15. Automatic selection of "key fields" dropdown depending on a user defined field

    25 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Jeff Brown supported this idea  · 

  16. Allow preview of merge fields in emails / email templates

    118 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Jeff Brown supported this idea  · 

  17. Hosted Solution: A document previewer, rather than a download each time would be useful.

    19 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Jeff Brown supported this idea  · 

  18. document preview

    32 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Jeff Brown supported this idea  · 

  19. More detail about documents in the document tab

    22 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Jeff Brown supported this idea  · 

  20. Column Setup for Documents, Notes and so on

    44 votes
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    11 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jeff Brown supported this idea  · 
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