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Conversations

Recent Conversations
Conversations 1 - 20 of 2393
Photo of David Vooght
Quick Search in Firefox
When searching for a record using the Quick Search in Firefox, often times it will miss letters that are typed. This doesn't seem to affe...
  • 1 me too
  • 0 replies
  • Problem
Photo of OZ
Web to lead form for GDPR compliancy
Hello, I’m working to create a web-to-lead form to give the possibility to our customer to update their opt-in preferences (thank you GD...
  • 1 me too
  • 5 replies
  • Question
Photo of bob cowen
Maximizer for 1 replacement?
I’ve used Maximizer (PC based) since the days of DOS & loved it.  I’m retiring and would like to take my data and replace Maximizer with...
  • 1 me too
  • 5 replies
  • Question
Photo of Peter Jones
user defined fileds
In the old version I used to right mouse over a contact and then clicked "Add user defined field" However I'm away from my office using ...
  • 1 me too
  • 1 reply
  • Question
Photo of Yasiru
Access Opportunity Stage and Confidence Rating
How can i get Stage and Confidence Rating data in a Opportunity using AMGR_Opportunity_Tbl ?
  • 1 me too
  • 1 reply
  • Question
Photo of Cris
Auto Increment field
Hi, I have a UDF for a reference number.  I want this to be auto-incremented (much like a ticketing system) but I want the system to do ...
  • 1 me too
  • 1 reply
  • Question
Photo of Julie
cannot export using template library reports
I am trying to export from Maximizer using the Excel Report Templates and when i export, Maximizer shows the Exporting to Excel Message b...
  • 1 me too
  • 3 replies
  • Problem
Photo of Julie
Appointment Templates Defaulting to Plain Text
i have set up an appointment email template and when creating the template it shows HTML format and it displays the image however when i ...
  • 1 me too
  • 2 replies
  • Problem
Photo of Wendy
Maximizer Will Not Open
Maximizer will not open under one user ID but will open under other user ID's on the same PC
  • 1 me too
  • 1 reply
  • Problem
Photo of Gregg Clawson
Automated Marketing Software
I am inquiring about the potential integration of an automated marketing software with Maximizer. We are looking into several companies a...
  • 1 me too
  • 4 replies
  • Question
Photo of arnaud rambert
Appointment completed for all users
With Maximizer 2018 is it possible to make an appointment as completed for all the users participating in this appointment?
  • 1 me too
  • 0 replies
  • Question
Photo of Julie
get date of birth from id number
is there a way to calculate the Date of Birth from an entries ID number in Maximizer using a formula field like Excel does?
  • 1 me too
  • 3 replies
  • Question
Photo of Mike Leibel
Can't uninstall crm 2015 Group Edition Server
Windows uninstall does not work for this program.   I get as far as "unstall related information ?"  It doesn't matter if I select yes or...
  • 1 me too
  • 2 replies
  • Question
Photo of arnaud rambert
email deactived after upgrade Outlook
Maximizer CRM 2016R2 was working with Outlook.2010.The upgrade from Outlook 2010 to Outlook 2016 has been completed.In Maximizer Windows ...
  • 2 me toos
  • 2 replies
  • Problem
Photo of Harish BHudia
Maintenance agreement verification
I have installed enterprise 2018 R2 on a new server windows 2012 which is in a DMZ.  It can see the SQL server which is on the LAN.  The ...
  • 1 me too
  • 1 reply
  • Problem
Photo of Debbie Luscombe
Max CRM version 16.2.2830.4652 and Word Integration
Can we only use Word integration with this version of Max CRMif we use Internet Explorer? Is there no add on for Edge or Chrome for this...
  • 1 me too
  • 1 reply
  • Question
Photo of Grant
Custom Popup Notification When Field Changed (WebAccess)
Using the Customization Suite, is it possible to build an action that triggers a custom notification/alert popup when a UDF value has bee...
  • 1 me too
  • 1 reply
  • Question
Photo of unasaneh toikef
maximizer offline
Can I use Maximizer offline?
  • 1 me too
  • 1 reply
  • Question
Photo of Chris
Show unassigned customer service cases to all users
Is there a way to have all unassigned customer service cases show in all user's lists or a preset group of users lists?
  • 1 me too
  • 3 replies
  • Question
Photo of Julie
Outlook Web Integration Error - object reference not set to an instance of an object
HI I am installing Web Integration on a user machine. All other user's work fine except one. All users are using Outlook 2010 64bit and a...
  • 1 me too
  • 1 reply
  • Problem