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Heather

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4 results found

  1. Attach multiple contacts to a custoemr service case

    33 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Heather supported this idea  · 

  2. Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case'

    20 votes
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    Under review  ·  4 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Heather commented  · 

    This seems to be linked to another plug in request for Cases which a
    ffects the workflow-

    https://maximizer.uservoice.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/47071609-outlook-integration-assigning-cases-when-creatin

    Heather supported this idea  · 

  3. Method to link related customer services cases

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    Heather supported this idea  · 

  4. Outlook Integration - assigning cases when creating

    9 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Heather commented  · 

    Clients using the Outlook plug in to create cases are creating skeleton records which are causing workflow issues without the ability to assign the 'Case owner' or 'Assigned to' fields at the point of creation.

    Heather supported this idea  · 

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