Cathy
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19 results found
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1 vote
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5 votesCathy shared this idea ·
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4 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Admin →Cathy supported this idea ·
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5 votesCathy supported this idea ·
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3 votesDeclined · 1 comment · Feature Suggestions for Maximizer CRM » Integration with other Applications · Admin →
An error occurred while saving the comment Cathy supported this idea ·Cathy shared this idea · -
36 votesCathy supported this idea ·
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22 votesCathy supported this idea ·
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12 votesCathy supported this idea ·
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60 votesCathy supported this idea ·
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26 votesCathy supported this idea ·
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3 votes
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 · Admin →
An error occurred while saving the comment Cathy commentedWhen 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 votesCathy supported this idea ·
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20 votesCathy supported this idea ·
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8 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Integration with other Applications · Admin →Cathy supported this idea ·
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17 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Integration with other Applications · Admin →Cathy supported this idea ·
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2 votes
upvote this if this is needed
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154 votes
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 commentedYou 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 votesCathy supported this idea ·
Definitely a useful feature.