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Stuart Andriashek

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  1. Allow Yes/No fields without default

    10 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Stuart Andriashek commented  · 

    Has this been implemented in any of the releases since 2016?

    Stuart Andriashek supported this idea  · 

  2. transfer case

    25 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Stuart Andriashek commented  · 

    Hi John, unfortunately, that is not possible. The contact is with a different company now. As I mentioned, the case file needs to follow the contact, not the company.

    Stuart Andriashek supported this idea  · 
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    Stuart Andriashek commented  · 

    Yes, this is a feature one of our staff is asking for as well. There is a contact of a company that has moved to a different company, and now the case file that was associated with the person (not a company case, but for the person) is not following or associated with them anymore.

    Also, we have had instances were a case was created for a municipality as they contacted us, but needs to be moved to a individual after the information is updated and a contact received.

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