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John Burrell

← Customer Feedback for Maximizer CRM

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198 results found

  1. Opportunity Custom Filters

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    John Burrell shared this idea  · 

  2. Opportunity field Mandatory based on rule

    26 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    John Burrell supported this idea  · 

  3. Help Centre, Whats New section should have a chronological list

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    John Burrell shared this idea  · 

  4. Webforms should have option to bring entries in as Leads

    11 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    John Burrell shared this idea  · 

  5. "Date Last Contacted" field in Leads Module

    18 votes
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    Under review  ·  3 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    John Burrell commented  · 

    Ideally the Date Last Contacted field should be there also for Leads, Opps & Cases

    John Burrell supported this idea  · 

  6. Customer Service - Last Modified Date

    13 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    John Burrell supported this idea  · 

  7. The Date Last Contacted field- intelligent global edit needed for existing databases

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    John Burrell supported this idea  · 

  8. Date last contacted on opportunity

    46 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    John Burrell supported this idea  · 

  9. Additional "Date Last contacted" type fields.

    15 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    John Burrell supported this idea  · 

  10. Autosignature handling

    6 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    John Burrell shared this idea  · 

  11. Global Edit option in the Hotlist Edit menu

    3 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    John Burrell commented  · 

    In fact, with a few minor changes a great improvement to functionality could be achieved, offering people the options of managing their tasks via either of the 2 most common Time Management methodologies : GTD or Get Things/****/Stuff Done, &/or the Eisenhower Time Management Matrix of Urgency vs Importance - these would be a major differentiator between us & our competition so would be a new USP for Maximizer, & are easily achieved

    John Burrell shared this idea  · 

  12. Restrict Access to Live based on Working Days & Hours

    3 votes
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    Declined  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    John Burrell shared this idea  · 

  13. Inconsistent / confusing search behaviour when searching Address Book fields from Case/Opportunity windows

    43 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    John Burrell supported this idea  · 

  14. Make Mac OS and Microsoft Office for Mac compatible with Maximizer Live CRM

    53 votes
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    10 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    John Burrell commented  · 

    Please note - the Word link on the PC works with any/all browsers for merging & is very extensively used by many - it is just the creation of the document templates that requires Max to be open in IE

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    John Burrell commented  · 

    The Office 365 integration provides some of the functionality. Certainly in the Windows environment this works in Outlook locally without the need to install anything, or access O365 via a browser, but I don't know if that is the case in the Mac environment or not sorry - worth a look

    John Burrell supported this idea  · 

  15. Ability to reassign a Task from one Contact to another

    11 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    John Burrell shared this idea  · 

  16. Note Search and/or Documents Search to be able to include only emails with attachments

    6 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
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    John Burrell shared this idea  · 

  17. Ability to edit documents or speadsheets stored in Maximizer without download and uploading

    15 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    John Burrell supported this idea  · 

  18. Please allow us to be able to attach documents to tasks

    13 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    John Burrell supported this idea  · 

  19. Email should log attachment name to notes

    18 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    John Burrell supported this idea  · 

  20. Attachments

    4 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    John Burrell supported this idea  · 
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