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Gary Bailey

← Customer Feedback for Maximizer CRM

My feedback

52 results found

  1. Display Day of the Week Name at Top of Calendar Screen

    6 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Gary Bailey commented  · 

    Thank you this would help

  2. Opportunity Reassignment and Opportunities without a Company Assigned

    38 votes
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    Under review  ·  3 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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  3. Linking Documents between the Address Book and Opportunities

    35 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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  4. Notes Report - Pull all/selected notes from Customer Service and Opportunities

    24 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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  5. Would like ability to change the Company/Individual for an opportunity

    13 votes
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    Planned  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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  6. "New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature

    30 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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  7. Ability to duplicate an Opportunity and then change the client name

    10 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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  8. Add an Asset Management Module

    16 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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  9. Attach multiple contacts to a custoemr service case

    33 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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  10. Include attachments with email templates

    67 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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  11. Created Date and Modified Dates to be available for Key Field selections

    8 votes
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    Declined  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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  12. Formula UDF improvements

    25 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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  13. UDF visibility based on field based formula rule

    20 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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  14. Add ability to Copy Appointment in the Calendar

    85 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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  15. Saved Searches (Search Catalogs) don't Prompt for Values in Mobile Access

    20 votes

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    We’ll send you updates on this idea

    10 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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  16. Recurring Appointments in MaxMobile and Mobile Access

    12 votes

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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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  17. It would be great if the timer was available in Mobile Access

    4 votes

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    1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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  18. Allow Hotlist Tasks To Be Sorted By Completion Date

    21 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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  19. Telephone log

    23 votes
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    Planned  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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  20. Ability to Modify Document (Email) Properties in Mobile Access

    10 votes

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    0 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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