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401(k) Professional Fiduciary

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5 results found

  1. Linking a task to multiple contacts

    11 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    401(k) Professional Fiduciary shared this idea  · 

  2. Add a date box when adding a global note or any global edit function.

    4 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    401(k) Professional Fiduciary shared this idea  · 

  3. 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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    401(k) Professional Fiduciary supported this idea  · 

  4. Make it possible for email read receipts to be saved to a contacts record

    12 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    401(k) Professional Fiduciary shared this idea  · 

  5. Integration with phone system (VoIP/others)

    143 votes
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    30 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Please note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.

    401(k) Professional Fiduciary supported this idea  · 

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