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Jan-Kees Roeland

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  1. Add a difference in activities for Tasks and appointments

    29 votes
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    Planned  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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  2. 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.

    Jan-Kees Roeland supported this idea  · 
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    Jan-Kees Roeland commented  · 

    I really would like to see this feature in the next maximizer update. We are not using maximizer for our MS Word merging, since it won't give us the information we need to get by clicking on 1 button. Like if we send a quotation to a customer, the only thing we can get at this moment is 1. the name of the contact included company or 2. company with a 'self made field' without the contact his/ her name. At this moment Maximizer is not completely working for us, which is abit strange since a CRM package needs to be working for company's instead of working against them.

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