Feature Suggestions for Maximizer CRM

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  1. Change VoIP settings to be per user

    Please could you alter the VoIP settings to be per user.
    This would allow integration with VoIP systems where the URL needs to include user specific information in order to use a specific users phone or caller ID.

    3 votes
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      0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
    • Opportunity Team Member list ordering

      It appears that when searching on Opportunity Leader or reassigning an Opportunity leader the list of names is actually in alphabetical order of User ID and not display name - this is rather annoying and not really logical. Can this be fixed please?

      3 votes
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        0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
      • MS Word Integration. Delete blank line in Address Line 2 if blank.

        I would like to see a new merge command when doing a maile merge in MS Word that deletes the blank line in

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Show all of appointment header in Mobile version.

          Critical info is often missed when viewing appointments on a phone because it cuts off after so many characters and does not break at the end of the line.

          3 votes
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            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
          • Fixed position Save button!!!

            Please anchor the save button when editing a record. It is very irritating to have to scroll up and click save when you have made a change near the bottom of the edit window. At the very least you could have the button float.

            3 votes
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              0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
            • Add user defined shortcuts buttons to quick access

              It would be great to be able to add buttons to quick access for different things in Max including if possible saved searches etc.

              3 votes
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              • Universal Search

                Maximizer should add a universal search similar to a search engine(e.g. google, bing, yahoo, etc.) that looks at all the maximizer entries notes, companies, individual , UDF, etc. This would dramatically improve the power of maximizer.

                13 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 3 votes
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                    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                  • Increase Outlook addin functionality

                    One of our users would like the option to add UDF's, or just the Key Field options to a new entry from Outlook instead of creating the individual with the basic fields, then having to go into Maximizer to edit a UDF/Key Field.

                    6 votes
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                      0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                    • Duration in business days

                      The new duration field would be more useful to banking and business users if the concept of business days + skip weekends + skip holidays were taken into account. We often have a process which initiates on a date and then other deliverables are due after business days, weekends and holidays are accounted for. The present system only accounts for days.

                      27 votes
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                        1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add attendees back to header in calendar view

                        With the 2017 upgrade, the calendar no longer shows which client is included in the appointment.

                        In the past you could pull up the calendar for the day and see the clients name in the header when viewing by day.

                        You need to bring this back!!! You should be able to see you day at a glance, not having to hover over each appointment.

                        9 votes
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                          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                        • Expand Calendar Appointment Description View in IE

                          Appointment Description section can be expanded in Firefox and Chrome, but not in Internet Explorer.

                          It would be beneficial to enable this section to be expanded, and be "sticky", to remain in place for other appointments.

                          1 vote
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                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                          • add the color back to the icons for easier visuals

                            add the color back to the icons

                            4 votes
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                              0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add a difference in activities for Tasks and appointments

                              Add a way to see the difference between a Task and an Appointment in the activities Tab.

                              This could be done with an icon or a color rule.

                              28 votes
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                                2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                              • Import company information when creating customer service case - Current Release field

                                Import company information when creating customer service case, specifically the Current Release field, but there may be other fields that would be worth importing as well.

                                6 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add the ability to input a new individual instead of just a household or company.

                                  right now if you want to add a new person who is an individual, they must be entered as a household then again as a contact (double entry). otherwise you don't have access to the "personal" key fields. if they were to expand their household put in a "convert from individual to household" then additional contacts could be added as needed.

                                  DOUBLE ENTRY IS A WASTE OF TIME !!

                                  4 votes
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                                    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Email Notes

                                    In the clientbased version, we could email notes (for instance, notes about the customers one has visited). In the WebAccess version, we can only print notes. We really would like to have the opton to email.
                                    It's an easy effective way to inform multiple collegaes on the road and is certainly more environmental friendly then printing.

                                    34 votes
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                                      0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 4 votes
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                                        0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • I would like icons added back when I'm setting an Appointment

                                        Under the previous versions you could add an icon when you were making an appointment. That ability is not available in this new version.

                                        6 votes
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                                          1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                        • calendar

                                          now when I have an appointment in calendar, I cannot see who it is with unless I open the appointment, it was much better when I could look at the calendar and see all appointments for the day and who with. also no access to icons to mark on the appointment for other references. why do you make these changes without any consultation

                                          19 votes
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                                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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