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Patrick

← Customer Feedback for Maximizer CRM

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17 results found

  1. Search Company in Maximizer Connect add in

    4 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Patrick supported this idea  · 

  2. System Logging Notes to follow security group of logged-in user

    3 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Patrick commented  · 

    Origin of feature request: Lifeview Financial

    Patrick shared this idea  · 

  3. Ability to filter by resources on all calendar views

    4 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Patrick commented  · 

    For the Maximizer developer community, it is possible to use the Maximizer API (Octopus, not Ferret!) to create a mini-calendar app that displays an appointment's resources. You can write the mini-calendar app to have the Day/Week/Month view, and display the appointment and its resources.

    Patrick supported this idea  · 

  4. Tasks - implement UDFs in this module

    4 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Patrick supported this idea  · 

  5. Apply household information to contact view

    4 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Patrick commented  · 

    This feature was available when Maximizer was a desktop application. Throughout the years, customers (from entrepreneurs to corporations) have emphasized the importance of this feature and have maintained that this feature is important (nay, critical) to creating informative reports in Excel.

    Patrick supported this idea  · 

  6. Change an appt to recurring after it is booked

    4 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Patrick supported this idea  · 

  7. The ability to change the reoccurrence on a task.

    4 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
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    Patrick supported this idea  · 

  8. Make complete item in drop-down field appear

    1 vote
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Patrick shared this idea  · 

  9. bulk saving old emails, syncing with Maximizer, when using the new version of Outlook

    9 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Patrick supported this idea  · 

  10. Audit the deletion of appointments and tasks

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Patrick shared this idea  · 

  11. Link Maximizer contact to Outlook appointment

    46 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
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    Patrick supported this idea  · 

  12. warning message deleting leads process

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Patrick shared this idea  · 

  13. Add Favorite List dialog to default to Default Entry of user

    3 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Patrick supported this idea  · 
    Patrick shared this idea  · 

  14. Retain format of phone notes when opened in Notes section

    1 vote
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Patrick shared this idea  · 

  15. Notes of Hotlist default to Public

    1 vote
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Patrick shared this idea  · 

  16. Default Entry for Saved Search and Column Setup

    1 vote
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    Patrick shared this idea  · 

  17. Indicate inbound/outbound emails in Interactions

    1 vote
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Patrick shared this idea  · 

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