Jeff Brown
My feedback
78 results found
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66 votes
Hi, thanks for your feedback on the quick search feature. We have plans to add more functionality to the current search capability.
An error occurred while saving the comment An error occurred while saving the comment Jeff Brown
commented
I was just going to submit this exact thing. Allowing users to add fields in preferences, or delete ones they will never use would be incredibly helpfull.
Jeff Brown
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57 votesJeff Brown
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4 votesJeff Brown
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41 votesJeff Brown
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24 votesJeff Brown
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257 votesJeff Brown
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59 votes
There are no plans to support this because of issues with sync’ing with Outlook
Jeff Brown
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36 votes
An error occurred while saving the comment Jeff Brown
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Falling on deaf year me thinks!
Jeff Brown
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127 votes
We are committed to making Maximizer work for both public cloud (CRM LIve) and private cloud (on premise). The only way to make that work is through API’s. We use the API’s ourselves so will continue to evolve them. Please use the dev.connect forum to ask any questions about the API’s if you need more insights to help do the work that you need to do
An error occurred while saving the comment Jeff Brown
commented
I think having the UDF formula recalculate automatically every time the record is viewed would help.
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143 votes
An error occurred while saving the comment Jeff Brown
commented
For us, when we send a document to a client that is in their documents tab, it sends to the default address only. We would like to be able to select the additional addresses that may be in the record.
Another scenario for us is this: We deal with property managers who manage multiple condo units. Quotes, work orders, invoices etc for a particular unit are attached to the address book entry of that unit. The Condo Corp and the Property Manager (PM)each have their own AB entry but are linked as related entries. We would like to be able to send documents from the units documents to the PM and have the email then recorded under the PM' AB entry.
I guess to put it simply,
1. We want to send a doc to any or all email address in an AB entry.
2. We want to be able to send a doc form one AB entry to an email in a related AB entry. and have the email recorded in either or both AB entries.Jeff Brown
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9 votes
declined for now. please upvote and comment if this is something to consider again....
Hey Google, show me my contact Billy Buyer in Maximizer...
Jeff Brown
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121 votes
We are investigating ways to manage workflows including assigning tasks to teams
Jeff Brown
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54 votesJeff Brown
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52 votesJeff Brown
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56 votesJeff Brown
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143 votes
Please note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.
Jeff Brown
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100 votes
We are working on implementing APIs for notification engine to allow automatically send notifications on hotlist task updates as well as opportunities and other objects.
Jeff Brown
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19 votesDeclined · 3 comments · Feature Suggestions for Maximizer CRM » Integration with other Applications · Admin →Jeff Brown
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An error occurred while saving the comment Jeff Brown
commented
I agree. Not being able to click and dial my contacts is a pain
I got tired of waiting and so created my own search with a quick access link. It opens a page with boxes for company, first last,address, phones, and several UDF's. Each box has a %~ preentered. we delete the ~ (tilde) and enter our search criteria. The beauty is that it will search for partial matches as well. if all i can remember is first name or part of the address like the number or the street or something. We have a UDF with quote numbers or contract numbers and we can quickly search them. It is used by the entire office now and works way better for us than the built in quick search. On Mobile too.