The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.

Provide the ability to left swipe to complete activities in the mobile app similar to mobile access

Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live
Currently there are iPhone/Android Apps to scan business cards which can import directly to iPhone Contacts and SalesForce CRM. It would be nice if these apps could work with Maximizer CRM Live. The option should exist to add the card info as a "Lead" (for a brand new lead) or add the contact info to an existing Address Book Entry (company), as a new Contact for that specified Company. This would help eliminate a great deal of data entry work, on an ongoing basis.

Similar to the previous idea of being able to customize the mapping for address fields when syncing between Maximizer and Outlook, it would be ideal if we could also have the Birthdate field sync with contact records in Outlook so that we do not have to rely on creating recurring hotlist tasks in Maximizer for Birthdate reminders.

there used to be the ability to have incoming calls pull up the Max customer or t omake phone calls and log them using Max.

Would be nice to have that feature

Ability to do a global edit on Territory instead of having to do a territory alignment to update this udf.

Does Maximizer has any integration with any social media management platform such as Hootsuite? Is this in the works? Is there any workaround?

It would be very helpful to be able to create folders and subfolders within the client file. As it is currently just a list it is not efficient to search for individual files.

Maximizer Sync allows us to map the phone number fields to Outlook when synchronizing contact records. However, the same is not possible for address fields. Instead, it defaults to adding all the addresses as a "Business Address".

It would be great if the Maximizer Sync integration tool allowed us the ability to map the address fields as we so choose or perhaps give us the option of defaulting to either home or business. Ideally, we should be able to map the fields to any outlook contact field available in Outlook. It shouldn't be too difficult to implement this nice enhancement.

Maximizer Sync allows us to map the phone number fields to Outlook when synchronizing contact records. However, the same is not possible for address fields. Instead, it defaults to adding all the addresses as a "Business Address".

It would be great if the Maximizer Sync integration tool allowed us the ability to map the address fields as we so choose or perhaps give us the option of defaulting to either home or business. Ideally, we should be able to map the fields to any outlook contact field available in Outlook. It shouldn't be too difficult to implement this nice enhancement.

Asana is a project management tool that would be benefical to be able to share information.

it would be nice if maximizer could sync with a specific address book folder just for maximizer data. This way one could keep the original outlook address book folder distinct from the maximizer one. This would be very helpful to avoiding duplications of contacts.

This is something a customer questioned me on and it is quite a good suggestion.

Would there be anyway that when creating Cases the automated email that is generated and sent to the customer could be an optional thing? I.e some kind of UDF flag Yes\No style thing?
There are some instances whereby a Case creation email is not required.
Thanks

Right now, we are limited to assigning a contact record to one company or one household (Financial Advisor version). It would be ideal if we could assign a contact record to both a household and a company.

Often times I will have a contact as a client inside a household record but also deal with this contact as part of their role with their employer. In this case, it would be great to have the contact under both the household and the company records.

Currently the Service Case email receipts only show X data.

You should allow for customization in the ADMIN section in regards to all the fields I want to show as well as add LOGIC

we do not use this feature as it takes for ever to upload 100+ documents 1 at a time when you go thru a new Rez across the board.

you should allow for dragging and dropping folders with sub folders just like Dropbox.com