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Laura Carey

← Customer Feedback for Maximizer CRM

My feedback

2 results found

  1. 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.

    Laura Carey supported this idea  · 

  2. Configurable quick search

    66 votes
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    7 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    Hi, thanks for your feedback on the quick search feature. We have plans to add more functionality to the current search capability.

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    Laura Carey commented  · 

    Users should be able to configure the items they want to be included in their quick search - should be setup in preferences.

    Laura Carey supported this idea  · 

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