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Dan Couldridge

← Customer Feedback for Maximizer CRM

My feedback

20 results found

  1. Add Hotlist task Category field to column view

    25 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Dan Couldridge shared this idea  · 

  2. Dashboards - UDF ability to sort Numerically

    21 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Dan Couldridge supported this idea  · 

  3. Proper handling of return values for formula UDF date functions

    7 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Dan Couldridge supported this idea  · 

  4. Add the option to delete multiple interactions at once

    13 votes
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    Planned  ·  2 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Dan Couldridge supported this idea  · 

  5. Allow leads fields to be edited

    17 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Dan Couldridge supported this idea  · 

  6. allow mandatory field selection in leads module

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Dan Couldridge supported this idea  · 

  7. allow more field mapping between leads and opportunities

    21 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Dan Couldridge supported this idea  · 

  8. Access Partner Info within Opportunity

    19 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Dan Couldridge commented  · 

    This is something we have seen with a number of clients recently. This area of Maximizer is currently very thin and could be greatly enhanced by allowing a number of fields (which could be selected by the user or administrator) associated with the 'Partner' to be displayed on the Opportunity screen. Too often we find clients needing to duplicate address book information relating to Partners, within extra Opportunity UDFs therefore increasing workload.

    Dan Couldridge supported this idea  · 

  9. leads default entry

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Dan Couldridge supported this idea  · 

  10. Dependent List field values

    257 votes
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    7 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Dan Couldridge supported this idea  · 

  11. Organisation Chart

    43 votes
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    Under review  ·  5 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Dan Couldridge supported this idea  · 

  12. Loss of column setup option in contact / company search dialogs. Can this be added back?

    16 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    Dan Couldridge supported this idea  · 

  13. Zapier integration with the Leads module

    56 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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  14. Save email to Opportunity in the Maximizer Outlook App

    24 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Dan Couldridge shared this idea  · 

  15. Add Make Selected List Current option to right click menu

    36 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Dan Couldridge shared this idea  · 

  16. Include attachments with email templates

    67 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Dan Couldridge supported this idea  · 

  17. Trouble finding Opportunity/Case when saving email from Outlook Toolbar

    39 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Dan Couldridge supported this idea  · 

  18. "Transfer Address Book entries" button on WebAccess

    204 votes
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    Under review  ·  9 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Dan Couldridge supported this idea  · 

  19. Preference for Date Format in Maximizer Web Access

    97 votes
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    in progress  ·  14 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Dan Couldridge supported this idea  · 

  20. Allow complex queries for Dashboard indicators and enable users to scale indicators

    111 votes
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    Under review  ·  5 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    Dan Couldridge supported this idea  · 

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