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Conversations

Recent Conversations
Conversations 1 - 20 of 2352
Photo of Shelley Leblanc
Birthdays & Interests
Birthdays:Looking for the best options for birthday telephone/emails calls. We currently have birthdays listed on the dashboard. Is there...
  • 1 me too
  • 1 reply
  • Question
Photo of Ian Macphail
I want to paste xls data and formatting into Maximizer CRM Live Notes. Will this work and still hold the formatting?
Sometimes I'd like to paste xls content into a note in Maximizer CRM Live, then edit the contents of the xls as a table of data.  How cou...
  • 1 me too
  • 1 reply
  • Question
Photo of Fintech
I'd like to display in the Documents Tab the description created when I save Outlook Emails to CRM Live.
I'm using CRM Live. When I save emails using the Outlook Integration i can add a description of the email. I'd like the description to be...
  • 1 me too
  • 1 reply
  • Question
Photo of Julie
Formula Field to set different Options based on Amount
HI There I have a numeric field called Approval amount. I need to create a formula field based on Approval Amount, so for example If m...
  • 1 me too
  • 3 replies
  • Question
Photo of Julie
Registering a Customer on Customer Portal - Error Received
I am trying to register a customer to use my customer portal, i fill out the form to Register and when i click submit - i get "Error in A...
  • 1 me too
  • 0 replies
  • Problem
Photo of Claire
Alarm pop-up window for appointments
Just upgraded to CRM 2018 and appointment alarm pop-up windows do not appear anymore. It used to be that when you're working in another a...
  • 1 me too
  • 5 replies
  • Question
Photo of Julie
Reporting Services error for windows authentication
HI There i am trying to configure the SSRS integration for Windows Authentication. I have set all SQL user rights and mapped the logins t...
  • 1 me too
  • 6 replies
  • Problem
Photo of Ian Macphail
Printing Notes - Formatting Lost
When we supply notes to our Compliance Officer, we're in the habit of color coding the fonts for certain elements, and used to be able to...
  • 1 me too
  • 0 replies
  • Problem
Photo of Erin Connors
'Creator' changed on documents and all notes
One of our new assistants started and was working in an Individual's record.  Now when the advisor goes into the record (or anyone else) ...
  • 1 me too
  • 4 replies
  • Problem
Photo of Phil Haddock
Colouring rule for negative numbers
I'm trying to set a colouring rule for a Formula field that is calculating whether a tax refund is due.  I want to turn the line red if t...
  • 1 me too
  • 1 reply
  • Question
Photo of Ian Macphail
Where might I find instructions on how to use Mobile Access functionality?
Is there a Mobile Access Manual for Maximizer CRM Live 2018 and how do I access it?
  • 1 me too
  • 1 reply
  • Question
Photo of Heidi Keating
Google Calender
I need to know if it is possible to link our google calendar into Maximizer CRM Live
  • 1 me too
  • 1 reply
  • Question
Photo of Julie
MailChimp Integration for RSA
HI ThereCould someone possibly advise when the MailChimp integration will be available for South African Hosted Clients? Is this still in...
  • 1 me too
  • 0 replies
  • Question
Photo of Phil Haddock
CRM 2017 calendar not rendering
I've just upgraded an SBS 2011 server to CRM 2017 Group.  It is using HTTP.  When I go to the calendar with Firefox or IE I can see the m...
  • 1 me too
  • 7 replies
  • Problem
  • Solved
Photo of Paul
Address Book related Quick Search Causing Session Timeout
We have just performed an on-premise upgrade from Group 2017 to Enterprise 2018 and whilst we've had some hiccups along the way related t...
  • 1 me too
  • 3 replies
  • Problem
Photo of Harv
How do I search case resolution notes specifically?
How do I search case resolution notes only? Is there a way to search for specific phrases in Customer Service Module? Let's say I have a...
  • 1 me too
  • 1 reply
  • Question
Photo of David Asher - Avrion
Opportunity Next Action Searches - Bug?
We have identified an issue when including the Opportunity Next Action field into Advanced searches (replicated on v.2017 and v.2018 R2)....
  • 1 me too
  • 0 replies
  • Problem
Photo of Julie
Items of a Table UDF is not showing correctly on Web Access
  I came across this issue on Web Access Today. This is a big concern as they are planning to upgrade from 2016R2 to 2017R2 Web. I...
  • 1 me too
  • 9 replies
  • Problem
Photo of Peter Jones
Secure login
Under new GDPR legislation we are expected to take steps to secure customer's data. The Maximizer CRM live login appears to fall short i...
  • 1 me too
  • 1 reply
  • Idea
Photo of Benson
autoresponder
Does Max CL have the ability to send automatic response emails any time someone submits a website form
  • 1 me too
  • 3 replies
  • Question