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Christine Sutherland

← Customer Feedback for Maximizer CRM

My feedback

13 results found

  1. Search Catalog

    9 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Customizations - Labels, Icons, Display  ·  Admin →
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    Christine Sutherland supported this idea  · 

  2. Provide the ability to link a Suburb to a Zip Code

    6 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Christine Sutherland supported this idea  · 

  3. Ability to insert files into multiple contacts via global edit

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Christine Sutherland supported this idea  · 

  4. Ability to change default font in Notes

    21 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Christine Sutherland supported this idea  · 

  5. allow for the "links" menu item to be able to host file locations

    16 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Christine Sutherland supported this idea  · 

  6. Outlook AddIn / AddOn / Integration to be able to create appointments

    21 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Christine Sutherland supported this idea  · 

  7. iphone handling of alpha UDF's needs improving

    5 votes

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    2 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Christine Sutherland supported this idea  · 

  8. "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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    Christine Sutherland commented  · 

    Point #2 of Paul Battaini's comments dated 2 June 2017 is very relevant to us.

    Christine Sutherland supported this idea  · 

  9. Merging contacts

    16 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Christine Sutherland commented  · 

    .

    Christine Sutherland supported this idea  · 

  10. 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.

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    Christine Sutherland commented  · 

    This feature is available in Maximizer Windows but not in the Web version. Why not? It is particularly relevant to the nature of our business. It should also definitely be included in future development of a WME. I agree with Paul Battaini's recommendation that it be a settable field property and to have the option of deciding if values are overwritten or added.

    Christine Sutherland supported 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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    Christine Sutherland supported this idea  · 

  12. Quarterly Recurring Appointments

    72 votes
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    Planned  ·  4 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Christine Sutherland commented  · 

    In addition to quarterly recurring appointments, there is also a need for half yearly.

    Christine Sutherland supported this idea  · 

  13. "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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    Christine Sutherland supported this idea  · 

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