Cathy
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1 voteUnder review · 0 comments · Feature Suggestions for Maximizer CRM · Flag idea as inappropriate… · Admin →
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2 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM · Flag idea as inappropriate… · Admin →
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4 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Flag idea as inappropriate… · Admin →
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5 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Email · Flag idea as inappropriate… · Admin →
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3 votesDeclined · 1 comment · Feature Suggestions for Maximizer CRM » Integration with other Applications · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Cathy supported this idea ·
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35 votes2 comments · Feature Suggestions for Maximizer CRM » Web Access · Flag idea as inappropriate… · Admin →
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22 votes0 comments · Feature Suggestions for Maximizer CRM » Document Management · Flag idea as inappropriate… · Admin →
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12 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Document Management · Flag idea as inappropriate… · Admin →
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57 votes0 comments · Feature Suggestions for Maximizer CRM » Document Management · Flag idea as inappropriate… · Admin →
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23 votes1 comment · Feature Suggestions for Maximizer CRM » Integration with other Applications · Flag idea as inappropriate… · Admin →
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3 votes0 comments · Feature Suggestions for Maximizer CRM » Integration with other Applications · Flag idea as inappropriate… · Admin →
Not much we can do. It is a 3rd party site.
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7 votesUnder review · 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. -
24 votes1 comment · Feature Suggestions for Maximizer CRM » Integration with other Applications · Flag idea as inappropriate… · Admin →
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20 votes0 comments · Feature Suggestions for Maximizer CRM » Integration with other Applications · Flag idea as inappropriate… · Admin →
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8 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Integration with other Applications · Flag idea as inappropriate… · Admin →
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14 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Integration with other Applications · Flag idea as inappropriate… · Admin →
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2 votes0 comments · Feature Suggestions for Maximizer Mobile (Native) · Flag idea as inappropriate… · Admin →
upvote this if this is needed
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154 votes17 comments · Feature Suggestions for Maximizer CRM » Contact Management · Flag idea as inappropriate… · Admin →
You can create a custom field (UDF) and then set it to True or False. Then using Advanced Search you can filter whether to show entries based on this custom field (UDF).
An error occurred while saving the comment 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.
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24 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM · Flag idea as inappropriate… · Admin →
Cathy supported this idea ·
Definitely a useful feature.