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Jeff Brown

← Customer Feedback for Maximizer CRM

My feedback

78 results found

  1. MS Word Add-in - retain document category

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

  2. Integrations with WhatsApp and instagram

    11 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  · 

  3. Link to a local or shared document on the network Webaccess

    19 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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  4. Ability to add fellow Maximizer users to an email being sent to a client

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

  5. Appointment merge fields

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

  6. Improve the email client

    13 votes
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    Jeff Brown supported this idea  · 

  7. Allow for custom icons to be added to the quick access menu.

    4 votes
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    Jeff Brown supported this idea  · 

  8. Select multiple address book entries from calendar

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

  9. Create a web link that goes directly to an address book entry when some is logged in

    3 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Jeff Brown shared this idea  · 

  10. 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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    Jeff Brown supported this idea  · 
    An error occurred while saving the comment
    Jeff Brown commented  · 

    8 years later but I would still love to see this.
    9 years and counting...

    Jeff Brown shared this idea  · 

  11. "Replace" Function For User-Defined Fields

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

  12. Titlecase Function For Formula User-Defined Fields

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

  13. Allow for drag and drop for company documents

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

  14. If we could save excel files to Maximizer the way we are able to save word documents.

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

  15. Ability to modify built-in email templates

    32 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Jeff Brown commented  · 

    There have definitely been improvements since 2012. Now we just need them to allow templates to include attachments.
    http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/41179573-include-attachments-with-email-templates

    Jeff Brown shared this idea  · 

  16. Email a link that takes a user directly to a record

    4 votes

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    1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Jeff Brown commented  · 

    I was just looking through the suggestions and saw this one and thought, What a great idea! So I clicked on it and discovered it was mine! LOL. Give this one some votes people.

    Jeff Brown shared this idea  · 

  17. Include attachments with email templates

    67 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Jeff Brown commented  · 

    7 years later and still nothing. There must be more people interested in this. I reposted this idea under Max Liveso hopefully it will get more votes.

    Jeff Brown supported this idea  · 

  18. Enable the drag of pdf file to outgoing email as attachment and the possibility to open the attachment for viewing

    8 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  · 

  19. Reminder Templetes

    13 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Jeff Brown supported this idea  · 

  20. Include attachments with email templates

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