Cathy

← Customer Feedback for Maximizer CRM

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  1. User Profile name appearing in preferences

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

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  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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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    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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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →

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    Cathy supported this idea  · 

  4. Save and track global edit

    5 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    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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    Declined  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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    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 →

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    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 →

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    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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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Flag idea as inappropriate…  ·  Admin →

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    Cathy supported this idea  · 

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

    57 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Flag idea as inappropriate…  ·  Admin →

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    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 →

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    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 →

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    Cathy supported this idea  · 

  12. Text message integration

    7 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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    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 →

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    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 →

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  15. Improved Integration with Google calendar

    8 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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    Cathy supported this idea  · 

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

    14 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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    Cathy supported this idea  · 

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

    2 votes

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

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  18. Hide Inactive Contacts

    154 votes
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    17 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Flag idea as inappropriate…  ·  Admin →

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    Cathy commented  · 

    You could create a dummy company called something like "Old Contacts" company and add the old contacts to that. Then create a security group with limited access to those who need to retrieve this information for those "graveyard" contacts.

  19. Universal Search

    24 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Cathy supported this idea  · 

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