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Jeff Brown

← Customer Feedback for Maximizer CRM

My feedback

78 results found

  1. Office 365 integration Save Email to Documents Tab

    26 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jeff Brown supported this idea  · 

  2. Open a docx document and save it back to Maximizer word document (update in stead off creating a new copy)

    36 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jeff Brown supported this idea  · 

  3. Integration with Dropbox/Possibly allowing folder uploads to documents

    16 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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  4. simple idea. When I set the time to 5;25P let the machine know I mean 5:25PM instead of having to back and redo the ; into a :

    4 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jeff Brown supported this idea  · 

  5. Stop throttling Zapier with 13 minute intervals

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jeff Brown shared this idea  · 

  6. Zap pollling action that triggers just once

    6 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jeff Brown supported this idea  · 
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    Jeff Brown commented  · 

    The only way I have been able to solve this issue is by adding a UDF field that the zap I writes a value to such as "Done" and then I use that in my polling condition as well. The only issue is that it requires extra steps in the zap.

    As I write this though, you may want to experiment with comparing the creation date with the last modified dated and perhaps use that to eliminate repeat runs. It could also be done with a Formula UDF that compares the two fields and returns a value that can be used in determining whether the zap should run.

  7. Have a work space for each contact for ongoing work

    4 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  · 

  8. Autosignature handling

    6 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Jeff Brown supported this idea  · 

  9. Proper handling of return values for formula UDF date functions

    7 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Jeff Brown supported this idea  · 

  10. Individualized Campaign Start Dates

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

  11. Include Address Book entries in email reminder switch

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

  12. I would like to see links found in the column view to be clickable

    6 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  · 

  13. Default Attachments Linked to Email Templates

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

  14. Linking Documents between the Address Book and Opportunities

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

  15. allow for the "links" menu item to be able to host file locations

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

  16. 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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    Jeff Brown supported this idea  · 

  17. Linking a task to multiple contacts

    11 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  · 

  18. Add Connectors for Power Automate and Azure

    6 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jeff Brown shared this idea  · 

  19. Skip blank fields in Word integration

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

  20. Word add-in: Option for convert to PDF and save to Maximizer

    20 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jeff Brown supported this idea  · 
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