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Jean Blyth

← Customer Feedback for Maximizer CRM

My feedback

3 results found

  1. Ability to backup Maximizer Live

    49 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Jean Blyth commented  · 

    Agreed.
    It is important to keep client notes for compliance reasons even after one stops working and no longer needs a full contact management system.
    That was not a problem with the Maximizer Entreprise version but it is a problem with Maximizer Live.
    Are there some access privileges once the contract is cancelled in case notes are needed?

  2. Insurance tab

    6 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Jean Blyth supported this idea  · 

  3. Please have an option to attach a user's auto signature to an email retrieved from a template.

    22 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Jean Blyth supported this idea  · 

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