Michael Melvang
My feedback
9 results found
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111 votesUnder review · 5 comments · Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards · Admin →Michael Melvang
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24 votesMichael Melvang
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97 votesMichael Melvang
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38 votesMichael Melvang
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13 votesMichael Melvang
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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).
Michael Melvang
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173 votesMichael Melvang
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115 votes
Rather than create this ourselves at the moment, our Professional Services team is able to integrate Maximizer with your inventory management ERP.
Michael Melvang
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An error occurred while saving the comment Michael Melvang
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I like the idea of linking the OrderDesk to opportunity, because it allows user to use the Opportunity tab more as a Project tab and thereby create an overview of the products involved in a sales opportunity.
Another piece missing would be a link between Opportunity and Service Case to make the sales project follow up more complete.
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34 votesMichael Melvang
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Maximizer is focussing on the web client, so I am afraid that your votes are no good here.
For those windows client users I can recommend to use the email tab inside Maximizer, but be careful not to have thousands of emails in your Outlook inbox or subfolders on your Exchange server, because it causes the system to halt every time it refresh the email folder view.
I have found it useful to move most of my emails to local PST files, in order to keep the number of files on the server at a decent low level, and that helps.
Must admit it is not an elegant solution, and I will move to the web client solution as soon as Maximizer has implemented some needed improvements and bug fixes there. Realize that I will be missing the ability to access my CRM database when offline, but the benefits overshadow the dissadvanteges in my view.