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John Burrell

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198 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.

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    John Burrell commented  · 

    This requirement for emailing Contacts for Companies based on UDF's at the company level are quite easily achieved by a 2 stage search/select process which negates the absolute necessity for UDF inheritance

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    John Burrell commented  · 

    Ideally in database design there would be no need for replication of a specific field between levels in the AB, but the realities of needs does tend to require this for a variety of reasons, eg single pass Searches based on data from both Company & Contact levels.
    If the Key Field list for contacts allowed you to see the company information (& perhaps even edit them, or perhaps the Custom Tab) then this would suffice for most of the needs I've seen, so User Case 2, however I can understand that in some instances User Case 1 would be appropriate

    John Burrell supported this idea  · 

  2. iphone handling of alpha UDF's needs improving

    5 votes

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    2 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    John Burrell commented  · 

    Yes it is still a problem. Just tried with the latest iPhone. The attached pic has a UDF field that's showing the extent of how much of it can be seen & edited : 13 before the box, which is 8 long, then another 13, so actually a total of 34 only when it's longer than that

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    John Burrell commented  · 

    I can't advise if still a problem sorry as it caused the client for which I reported it to leave us, & I don't have a suitable iPhone user to check with.

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  3. Outlook AddIn / AddOn / Integration to be able to create appointments

    21 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    John Burrell commented  · 

    And an Opportunity would make sense as well

    John Burrell supported this idea  · 

  4. Mobile Access to have a Preference for whether to show blank keyfield UDF's or not

    2 votes

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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    John Burrell supported this idea  · 
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  5. Excel Add-In

    64 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    John Burrell supported this idea  · 

  6. integrate with excel

    20 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    John Burrell supported this idea  · 

  7. Choices with date format, to reduce column width in view.

    11 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Customizations - Labels, Icons, Display  ·  Admin →
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    John Burrell supported this idea  · 

  8. Related Entries Description in Column setups

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

  9. UDF Description fields

    16 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    John Burrell supported this idea  · 

  10. transfer case

    25 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Customer Service  ·  Admin →
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    John Burrell commented  · 

    Doh! So you did - sorry Stuart. Yes Marie this is a good idea

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    John Burrell commented  · 

    Stuart, the latter issue is easily handled with the system already - just edit the case & click into the Contact field in the left-hand column to attach the case to the newly advised contact.

    John Burrell supported this idea  · 

  11. Add an Asset Management Module

    16 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    John Burrell commented  · 

    A shame you're on anonymously whoever you are that commented on Oct 8th 2019 as there are actually ways to achieve the management of warranty & service history when you set it up a certain way - email me john@resultscrm.com.au if you see this

    John Burrell supported this idea  · 

  12. Provide the ability to link a Suburb to a Zip Code

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

  13. export documents and notes in chronilogical order into one file

    6 votes
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    Declined  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Business Intelligence - Reports & Dashboards  ·  Admin →
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    John Burrell supported this idea  · 

  14. 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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    John Burrell supported this idea  · 

  15. Link to a local directory not just to a document

    26 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    John Burrell supported this idea  · 

  16. Link to a local or shared document on the network Webaccess

    19 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    John Burrell supported this idea  · 

  17. WebAccess Emails and Outlook 'Sent Items'

    67 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    John Burrell commented  · 

    For both myself & several clients who also want this I choose the option to send myself a copy, then have a rule in Outlook that says if it's sent from myself then it's logically from Max, & moves it to a "Sent from Maximizer" folder, though you could always have that just to the Sent Items instead. Works well.

    John Burrell supported this idea  · 

  18. Apply Process Changes to Existing Opportunities

    14 votes
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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    John Burrell commented  · 

    Another aspect of this is a bug where if you amend an existing (& applied) Opp Process by adding a new Stage, it's not available to existing Opps, only newly created ones

    John Burrell supported this idea  · 

  19. Eliminate random session timeouts by allowing something other than In Process for session management

    12 votes
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    Under review  ·  0 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    John Burrell supported this idea  · 

  20. Set Process when inserting opportunity via SQL

    9 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Developer APIs  ·  Admin →
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    John Burrell supported this idea  · 
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