Cathy

← Customer Feedback for Maximizer CRM

My feedback

  1. User Profile name appearing in preferences

    1 vote
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →

  2. Global Edit - Security needs to allow an "Add" not only Replace or Public. We often add Users to security, it existed in 2015 version?

    2 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy shared this idea  · 

  3. Add a date box when adding a global note or any global edit function.

    4 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  4. Save and track global edit

    5 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  5. When searching for deleted users you can find them but can't do a global edit to remove them.

    3 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Cathy commented  · 

    Definitely a useful feature.

    Cathy supported this idea  · 
    Cathy shared this idea  · 

  6. Add Make Selected List Current option to right click menu

    35 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  7. When sorting Document list by creator please also keep in date order within.

    22 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  8. We need the ability to upload multiple files at once into the library. Adding one file at a time is painfully slow.

    12 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  9. Insert the same document on multiple records with Global Edit

    54 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  10. Office 365 integration Save Email to Documents Tab

    23 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  11. suggestions link from maximizer

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  12. Text message integration

    7 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Cathy commented  · 

    When you say "text message" does this include Whattsapp messages as well?
    This will be very beneficial to those who use the app with Groups of Sales People for instance working on a project.

  13. Save email to Opportunity in the Maximizer Outlook App

    24 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  14. integrate with excel

    20 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  15. Improved Integration with Google calendar

    6 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  16. Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live

    10 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  17. Once you have retrieved a favorite list, Maximizer should display what your search was at the top of the ribbon. This way you know exactly

    8 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy shared this idea  · 

  18. Retrieval of Companies with Contacts underneath each company, even if the company name is the same.

    2 votes
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    We’ll send you updates on this idea

    0 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy shared this idea  · 

  19. Unified Company/Contact Searching

    54 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 

  20. Be able to export fields of companies, individuals and/or contacts, amend in Excel and then import back into mxz. An example of where this w

    13 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →
    Cathy supported this idea  · 
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