Combine Notes and Documents.
I.e. have notes with attachments (allow multiple attachments as well)
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Adam Dewar commented
This would be HUGE! currently one of the things that may drive us and many others at the firm away from Maximizer
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Don Small commented
To Connie's comment about how email would fit into this, put everything in one tab and enhance the Show filter to include notes. in fact, rather than pick one or all, a multi-select option would be best (for example: so that I can see emails and notes, but not Maximizer documents).
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Don Small commented
Currently there is no easy way to sift through activity for a contact/company chronologically. It's easy enough to view a note and click the Next or Previous entry to view the details of each. But it's common to have note and email that are very relevant to a contact. Seeing a chronological progression of activity is difficult as it's necessary to switch between tabs for Notes and Documents. This is made more difficult by not having the Next or Previous entry function when viewing Documents. Each document must be opened separately making for a very cumbersome process.
I suggest combining Notes and Documents into one tab. The Type column would then identify if it’s a Note, Email or Maximizer document. It would also be helpful to indicate if an email has an attachment.
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How do you see email fit into this? Would you like emails separated from documents in its own tab as per this other suggestion? http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2024721-store-emails-in-its-own-tab-outside-of-documents