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  1. 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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    EthicInvest commented  · 

    @Serdar, a potential work around could be the following (depending on what your needs are):

    1. Create Field 1 as below
    Field 1(Table):
    -A
    -B
    -C
    -D

    2. Create a separate Field (Table) for each sub category. eg. Field 2 would be a table field with A1, A2, A3. Field 3 would be a table field with B1,B2, B3, etc. as needed.

    3. Designate all fields (Table) for each sub category as mandatory based on a rule such as:

    [Field 1] == A

    This will then highlight and force the user to enter a value into the appropriate sub category field and assist with some data integrity issues that arise from having too many options/conflicting entry options in a table field. By using the 'Hide Blank Fields' option in the Details tab, you can hide the extra blank fields, making this work around a little cleaner visually

  2. Maximizer CRM Live - Exporting Notes To Spreadsheet - .csv or .xlsx

    29 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    EthicInvest supported this idea  · 

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