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Peter de Keijzer CRM Consultant Systony

← Customer Feedback for Maximizer CRM

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31 results found

  1. Global Edit Users

    26 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony supported this idea  · 

  2. Note reports sort options

    13 votes
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    Planned  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony shared this idea  · 

  3. Report on Notes for selected records by date range.

    11 votes
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    Planned  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony supported this idea  · 

  4. Have an option to start outlook when you click on an email address in the webaccess

    32 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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  5. Link to a local or shared document on the network Webaccess

    19 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony shared this idea  · 

  6. Allow preview of merge fields in emails / email templates

    118 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony supported this idea  · 

  7. Contacts to automatically inherit UDFs from Company/Individual

    117 votes
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    23 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Could you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.

    Peter de Keijzer CRM Consultant Systony supported this idea  · 
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    Peter de Keijzer CRM Consultant Systony commented  · 

    I completely agree with the first comment of Paul, it should be a propertie of the UDF. In the windows application it is all or nothing, but it is a good feature when you can check the option on creating an UDF.

  8. New Contact inherits user-defined fields

    34 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony supported this idea  · 

  9. Outlook integration. When you save an email to Maximizer with the Outlook integration plugin

    81 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony shared this idea  · 

  10. Column setup

    30 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony shared this idea  · 

  11. Ability to make an Appointment recurring after you've created it

    59 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Peter de Keijzer CRM Consultant Systony supported this idea  · 
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