Feature Suggestions for Maximizer CRM

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  1. Can you please add a dollar sign in the hotlist task, where the icons are Located.

    Can you please add a dollar sign in the hotlist task, where the icons are Located. This would be great for more important sales calls that you don't want to miss out on

    1 vote
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Vonage Dialing

      It would be nice to be able to dial contacts using Vonage VOIP services, maybe even using their softphone or VonageConnect.

      1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Printing Letters

        Printing Letters

        A problem occurs when choosing multiple recipients in Maximizer and printing a template letter through Word.

        We have investigated this process with Varhinder Singh of Techanical Support and under his recommendation we are submitting this urgent request to Maximizer Support for a program fix.

        In our company, property management, we send letters to multiple recipients, anywhere from 10 to 500 at a time. We have identified a serious obstruction to the creation and printing letter process. The list of Maximizer contacts is chosen, a template letters is selected in Word, merged and sent to the printer, the letters…

        2 votes
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          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
        • Alternate addresses very slow to display

          Within web access (v14 using Chrome) we have some contact records with 100+ alternate addresses. When we edit these records the addresses take a very long time to come up. We have to keep clicking the scroll bar to get to the bottom. This impacts selecting a new address or adding a new address.

          15 votes
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            0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
          • Email notification allow additional recipients

            When sending calendar notification emails, we want to include others who are not in the database. Right now the message is locked to send separately and we can't add CC or other recipients.

            18 votes
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              1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
            • 1 vote
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                0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
              • The color setup changed when the notebook is suspended

                I setup up the window black color but when I shut my notebook (suspended) the color setup return to blue

                1 vote
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                • Show address book history under an opportunity record

                  From web access I would like to be able to see my address book history while viewing an opportunity. This could be additional filter options in the history tab itself or a separate address book history tab that follows the opportunity. The windows client presented three tabs and facilitated seeing the address book notes while you were on an opportunity. From web access we have more navigation to do the same thing.

                  33 votes
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                    2 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                  • Web access built-in Word editor: this feature existed in the Windows client.

                    When saving all documents in Maximizer, rather than in an external area:The ability to edit a document in a Maximizer built-in editor, rather than having to download the document, and re-save it would be more efficient.

                    6 votes
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                      0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                    • Group Chat feature within Database members

                      Ability to chat with your team members.
                      Not a ''tab'' on the left side, instead could appear bottom right and still stay active no matter which page you're on

                      4 votes
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                        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                      • 6 votes
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                          1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                        • Microsoft Excel REST API integration

                          Microsoft have recently generally released the API for Excel in Office 365
                          With the current enhancements around the outlook integration in office 365 - this could be used in many areas of maximizer - quoting, dashboards, excel reporting etc.

                          3 votes
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                            0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
                          • "Spam Score" feature for the campaign manager

                            Please add a "Spam Score" feature for the campaigns.
                            This feature would look at various features of the message body and campaign, such as whether an unsubscribe URL is included, or whether 'risky words' are in the email, such as free, buy, promo, etc.
                            Obviously even at best this would only be able to estimate how good or bad it would be, and would never be foolproof, but it would be a good tool to allow end users to get an estimate at least and a warning if the email has a higher chance of being flagged as spam.

                            12 votes
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                              0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add Document report to the web access

                              In the windows client, if you right click on document, and then click print, you can print a report of the documents for that record.
                              Please add this to the web access.

                              3 votes
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                                0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                              • Create a Project Management KPI module based on Customer Service

                                Most businesses complete many small projects rather than large projects like an office tower which MS Project is set up for.
                                We build many tanks with our resources (crews) and use Customer Service to manage a wide variety of parameters: Crew, Model, Install Date, Job Status (ordered, made, date set, installed, warranty sent...) plus we can easily sort by resource (crew) for availability, by location to consolidate jobs etc.
                                The opportunity for Maximizer is to use customise a version of Cust Serv module for a great Project (or Job?) Management Module, ideal for Sales Promotions, Job management, internal Projects, even…

                                1 vote
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                                  0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                • Enable Maximizer Live to Sync with my on premise database

                                  We have poor bandwidth so Maximizer Live is not a good option for us. We have a solid server platform and SQL running, so on premise installation is easy. But we struggle when travelling, so it would be good to have the uptime and web access of Maximizer live when in the field.
                                  The solution would be to allow our on premise database sync with Maximizer live so we get the best of both worlds. In addition, this could be a great back up solution for the on premise - if disaster strikes, the database stored at you end could…

                                  1 vote
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                                    0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                  • All Cases, My Cases, My CURRENT Cases, why isn't there an ALL CURRENT cases options?

                                    As stated there is an All Cases, My Cases, and My Current Cases options, in Customer Service, but to get All Current Cases, you have to load all Cases and then filter it, which takes extra time. It would be GREAT if there was a one step option like there used to be.

                                    3 votes
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                                      0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Modify Saved searches from Search Catalogue function should be available

                                      There should be a button to open a saved search and modify it dreictly in the Search Catalogue. Having to access it through Advanced Search is not at all intuitive.

                                      1 vote
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                                        1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to Search first and last name in outlook Integration when manually saving an email.

                                        Ability to search first and last name fields in outlook integration when manually saving an email.

                                        We have nearly one hundred entries with the last "smith". It would be nice to be able to search "john smith" and have just that pull up as an option of saving the email.

                                        9 votes
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                                          0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Individual entries, have a drop down list for the description field to select from

                                          Where you have an individual contact. Where you have the description field, have a drop down list of all the available options

                                          3 votes
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                                            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
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