Feature Suggestions for Maximizer CRM

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  1. Include Related Entries as widget on Custom Tab

    Allow related entries to be shown on the custom tab in the contact list.

    3 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add option when Global Editing Read or Full Access

    When Global editing the Full or Read access field there is no add option to allow you add a user to the existing settings. Replace isn't suitable when the records to be edited have different access settings

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Group / Team Descriptions

    Often times Security Groups and Sales Teams are created by one regime and inherited by the next one. As such, the intended purpose for many Groups / Teams is lost over time. It would nice to support some of the attributes found in the UDF Setup functionality:

    * Description
    * Requested By

    This is in addition to the other Group / Team stuff that has already been requested. :)

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Titlecase Function For Formula User-Defined Fields

    Example

    [HW] = example field

    TCASE([HW]):

    hello world = Hello World
    Hello world = Hello World
    hello World = Hello World
    HELLO world = Hello World

    2 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. Scrollbars For Long "List" Indicators With No Click Through On Dashboards

    Or allow resizing that's longer than the current browser window.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  9. "Replace" Function For User-Defined Fields

    An option to replace an already made field, keeping the same name but changing the field type.

    Without the need to delete, re creating it and re adding it to an contact key field.

    4 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  10. Include udf in appointment desciption

    We would like to be able to include data from a UDF in an appointment This could be something add by the user within the description or as something that Admin can add to every appointment.

    3 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Improved Integration with Google calendar

    We use google calendar as a way for some of the crews to access their daily schedules, get directions to the job and view a Dropbox link to view related files. Each sales person is linked to all the jobs scheduled for the day so that they know where the crews will be and can stop in at any job if they are in the area.

    1. I would like to see the output to Google calendar include the address of the client so that the mapping feature of Google Calendar will work.

    2. I am told that due to…

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  12. Possibility to remove company name on personal address when contact is linked to a company

    Possibility to remove company name on personal address when contact is linked to a company

    1 vote
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Multiple suggestions

    Wow do i have a lot! First, there has to be a better way to see other people's suggestions (and vote on them) rather than 97 individual pages of 1214 suggestions.

    Bring back the daily time slot function when entering To Do's so we can SEE where we've already blocked off times.

    Allow text to be added to notes (i.e. when cutting/pasting emails) WITHOUT adding a line between each paragraph.

    Bring back the radio buttons for the various phone numbers related to Contacts when placing calls so we don't have to drop down to see the one(s) we want.

    ALLOW…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Export to Excel to the lIst under Actions

    Rather than just having a small icon, add "Export to Excel" in the list under Actions in the navigation bar

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. allow a contact to be added from the Hotlist

    A new company contact can only be added from the Address book, not the Hotlist window, whereas I spend most of my time in the Hotlist

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. Import - duplicate checking for companies and individuals with company names

    When you import a database, it will not find a duplicate company if that entrant is an individual, only if it's a company with a contact

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Take out the words "To do" in hotlist task

    An empty box should show up when you go to start a new task, so you don't have to delete the words "To do" each time

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. Don't add extra lines between paragraphs when copying text into note

    Extra line spaces should not be added to notes when they are being copied from another program (like an email) into notes

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. enter date in a variety of ways in hotlist

    Allow the date to be entered with periods vs colon i.e. 2019.03.10

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  20. Address Book Permission Refinement

    Currently, user / group permissions control access to the "Address Book" as a single entity. However, there are frequently cases where the permissions need to be more granular than this.

    For example, a customer has no use for the concept of "Individuals" and they want to prevent users from inadvertently adding this kind of record into the database. Currently, the only front-end solution is to deploy a MenuBuilder customization which removes all references to "Individuals" from the various record creation menus.

    Ideally, this should be handled by separating the user / group permissions into buckets for:

    * Company
    * Individual …

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
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