Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
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User Profile name appearing in preferences
Please can the User Name displayed when working on Preference settings.
It is quite challenging if you lose track of which user you are on, to have to Save and go back each time.
We have 50 Users.1 vote -
If we could save excel files to Maximizer the way we are able to save word documents.
I open between 6 and 10 excel files each week. Make small changes then the process, <save to desktop> <open address book entry> <drag into documents> <save> <then back to desktop to delete the file>. Yet with word we can just save the word document to the address book entry, one step instead of five.
4 votes -
Leads system fields
Integrate the Maximizer system fields and make them available in the column setup for easier sorting/management
4 votes -
Resolve this conflict
Provide more context around the Scheduling option Resolve this Conflict so that the user can make a more informed decision about how they want to proceed with scheduling around the conflict ie: provide a summary of the scheduled appointments already on the Scheduling popup window
9 votes -
Web Access Template Library - Upload HTML Directly
The Telerik RadEditor control leaves a lot to be desired for editing Case Notification templates. It reformats HTML in some undesirable ways. In the legacy Windows Access Administrator, Case Notification templates could be imported directly from pre-existing HTML files, but this feature is not available in the Web Access Template Library. The Web Access Template Library needs to be extended to allow pre-created HTML content to be uploaded without needing to use the Telerik RadEditor control.
3 votes -
Maximizer App - Push Notifications
It would be good to have notifications come through on the mobile app and show a brief preview of task/appointment without having to log in and check the app all the time. Handy if somebody is on the road and have multiple appointments or tasks that day, a quick reminder can help people keep on schedule.
4 votes -
Active Users
The Desktop version used to offer a way to see if there were users currently logged into Maximizer. This was done in the Administrator Tool.
The new web version does not appear to have that ability. This ability is helpful if a system reboot or website restart is needed.
1 vote -
Delete appointments
Provide the ability to delete appointments in the mobile app.
3 votes -
Date entry
In the old windows client a user could enter any date field and use key controls to move the data. Up and down arrows moved it a day, page up and page down moved it a month or something along those lines. In pick lists it would help to have the current time be a starting point - currently it begins at midnight.
Furthermore, any reasonable date format would be acceptable. Feb 1 was just as good as 2/1/2020 or 2/1. (This has improved recently but there are still some conditions that are not as flexible as they had been.)
…
6 votes -
Transfer notes and cases
When deleting a user in the Administrator you are presented with a prompt to "Transfer Notes to Another User". I don't see anything in the Help or User Guide that provides details about this prompt. I suggest that the prompt advise that you are transferring private notes. It currently implies that all notes will be transferred. Similar suggestion for the case transfer prompt.
3 votes -
Integrtaion with Slack or an allowance for a insystem chat app
SalesForce has a product called Chatter
Slack allows for this type of integration.
So either allow integration on Live & legacy OR create an insystem chat app?21 votes -
An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.
An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.
1 vote -
Email follow up task
In my experience with emails we tend to send and wait...assuming that the recipient will return the email or follow up in a timely manner. Right now I send an email from Outlook or Maximizer and then create a task in the future as a reminder that the email was sent on a specific date and I am expecting a response. It would be helpful that I am prompted to create a task after I send/reply to an email from Maximizer or Outlook. The task would be applied to the record for which it was originated ie: address book, opportunity,…
3 votes -
Global Edit
Would like to see an "Add" feature when doing a global edit- full access.
Currently only option is to replace3 votes -
integrate with Asset Map
Is integration with Asset Map availableÉ
1 vote -
Partner portal
Increasing the fields visible in the partner portal from 20 fields to 30 fields. Ideally lifting the restriction totally
3 votes -
Wordpress Users (or Gravity Forms entries) to Maximizer
Zapier is excellent to connect these things up but there is only an option for Maximizer (Canada). I need to connect my Wordpress forms or users to Maximizer. Is there a solution that I'm missing?
1 vote -
Reckon Accounts Hosted Integration
Reckon Accounts Hosted Integration
Integration with Reckon Accounts Hosted to bring in accounting data. Similar to MYOB Integration3 votes -
Combine Address Book, User-defined fields, Notes, Documents, Contacts, Hotlist, and e-mail in one view.
The desktop version of Maximizer enabled the user to view 'tiles' of the Company/Individual/Contact record in the Address Book with User-defined fields, (other) Contacts, Notes, Documents, Hotlist, and an Outlook display -- all in one view, without switching screens.
As you know, the Maximizer LIVE screen enables the user to see the Address Book data and User-defined fields, and EITHER the (other) Contacts, or Notes, or Documents, or Hotlist, with no view of e-mail.
I've gotten used to this limitation, but I would be able to work much faster if the lag-time between switching screens between Contacts, Notes, Documents, Hotlist,…
3 votes -
Allow us to filter widgets in custom tab
The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.
1 vote
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