Feature Suggestions for Maximizer CRM

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  1. iMac and Maximizer compatibility (email integration, etc.)

    more or less for integration of Microsoft Office & email accounts

    1 vote
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • In notes area be able to enter the date

      In notes area be able to enter the date of the conversation - often I can't put the note in right away (same day) so be nice to have an extra field that shows the date it occurred as well as when it was entered.

      1 vote
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        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
      • For the age field have two available - age nearest and attained age?

        For the age field have two available - age nearest and attained age?

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Link through to address book entry from hotlist task

          When you open a hotlist take you have the option to view address book entry but it does not actually take you there. It just opens a preview window showing name, address etc. From here there should be an option to open them in the address book so you can do more with them.

          3 votes
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            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
          • Easier way add values to table in web access

            In the desktop version, we could add values to a table UDF from the same window you select the value in. This has been removed in the web access and now it is a slower process through the administration tab.

            We have to manually add a estimate #'s to every quote and the admin option is a pain.

            Alternatively, if there was a way to bulk add items to the table from a cvs file or something would work as well.

            3 votes
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              0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • Easier way add values to table in web access

              In the desktop version, we could add values to a table UDF from the same window you select the value in. This has been removed in the web access and now it is a slower process through the administration tab.

              We have to manually add a estimate #'s to every quote and the admin option is a pain.

              Alternatively, if there was a way to bulk add items to the table from a cvs file or something would work as well.

              0 votes
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                0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
              • Select multiple address book entries from calendar

                We print forms for our estimators to hand write quotes while visiting clients. We currently have to right click an appointment in the calendar and view in address book then select the entry. We then go back to the calendar and do this again for the next entry and so forth until the days estimates are all printed. This was fine in desktop Max but web Max is too slow switching back and forth.

                I would like an option to select all the appointments requiring estimates and then have an option to "Select all Entries in Address Book"

                This would…

                3 votes
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                  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                • 9 votes
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                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • Colour code appointments

                    Rather than using the icons, which are small, would it be possible to have some colour selection on the calendar appointments?

                    1 vote
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                      0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add a box for places to eat & also places to stay. - Like the tab for address book, hotlist, etc..

                      I know it shouldn't take a lot of time to add these 2 tabs and customers that travel would use it to set up a trip. Please give this post enough responses, so they can add the features to speed up planning an overnight trip.

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Easily switch between databases in the outlook addin

                        In the outlook web access addin, you can switch between address books, but it would be useful for some customers if it were possible to save two or more sets of credentials, with two or more associated address books/systems so that the user can switch which they will save an email to on the fly.

                        6 votes
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                          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add support for Chrome and Firefox for use with the Word integration

                          Please add support for Chrome and Firefox when using the Word Integration.
                          Internet Explorer is the only supported browser with the Word integration, this can lead to end user annoyances constantly needing to switch browsers. Many users feel that IE lacks in performance and many other areas when compared to Chrome/Firefox.

                          14 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Calendar Notes Display

                            Display the Notes field for an appointment in the calendar views, as part of the mouse-over popup. Allow for the Notes to be shown or hidden via a user setting.
                            This will enable the users to store and display more information with appointment items.

                            6 votes
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                              0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                            • Web Access Multi-Session Support

                              Allow a user to open Maximizer in multiple browser windows and navigate each one independently of the others. Currently if multiple windows are opened the last view in one window carries over to the other.
                              This will enable a user to have multiple screens (monitors) open at once and increase productivity.

                              1 vote
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                                0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                              • Note and Document Updated Date

                                For notes and documents display a separate date/time and user that corresponds to the last update of the item, in addition to the existing creation date/time and Creator.

                                4 votes
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                                  0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow UDF Definition Access control on a field by field basis

                                  Add the ability to restrict what actions can be undertaken against a UDF definition (the set up not the data itself), in a manner similar to the access rights on the UDF data.
                                  Example:
                                  Full Access: User/group that can modify or delete the UDF set up
                                  Read Access: User/group that can view the UDF set up
                                  This will eliminate customers inadvertently deleting or altering UDFs that are required for customizations and integrations.

                                  3 votes
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                                    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Even out date intervals on X-axis by including dates with a Y value of 0

                                    Currently if you are building an indicator with a user-defined Date value on the x-axis, it will only plot the dates that have a Y SUM value greater than 0. This skews the entire graph when you are trying to look at a trend and see over time where it dips down to 0, and despite the intervals being evenly spaced physically on the graph the actual # of days between each interval can vary greatly since it is only looking at records that are greater than 0.

                                    3 votes
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                                    • Hide completed appointments on Calendar (and Work Day).

                                      The ability to hide completed appointments from the Calendar would leave the Calendar and Workday less cluttered. The Hotlist/Calendar tab in Preferences has a box to 'Show Completed Appointments'. Left unchecked it only hides the appointment from the hotlist, not the Calendar or workday.

                                      4 votes
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                                        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Create some ClickMeeting intigration.

                                        Salesforce offers it already and so should Maximizer. This would help me out immensely to decrease the amount of data processing I need to do.

                                        http://appcenter.clickmeeting.com/integration/salesforce-integration

                                        1 vote
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                                          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow syncing with multiple mailchimp lists

                                          Add the feature for syncing Maximizer with multiple mailchimp lists.

                                          9 votes
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                                            0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
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