Feature Suggestions for Maximizer CRM

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  1. margill law interest calculator

    Is it possible to intergrate Margill interest calculator to Maximizer?

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  2. accessibility issue - sending emails with outlook needs visual/keyboard clues

    At times users need to drive things with the keyword, or a keyword proxy that they can drive with voice recognition like Dragon NaturallySpeaking.

    The dialogue that pops up when sending an email is problematic. I have no visual clue as to which option is selected by default, and no way to select between them using the keyboard. I would expect the default option to be highlighted somehow, and if I were to use the up and down arrows that the selected option would change.

    Then I could press enter to select the desired option. Also, shortcut keys would be…

    0 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. More ways to contact clients - telegram, whatsapp, etc.

    For each phone number, i can configure a number of services - phone, telegram chat, telegram call, whatsapp call, etc.

    System wide, i select which services we use with clients, and an associated icon and URL scheme. You would prepolulate with telegram, whats app, skype, the rest are up to us.

    On the contact details tab, instead of just a phone icon, which uses the tel: URL shcheme, there are also iconds for skype, telegram, whatever else I set up.

    Further, for services not using phone numbers for addressing, they can be listed as "Communications" rather than "PHone" but show…

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create/Read/Update/Delete Opportunity Partner via the Maximizer.Web.Data API

    Please allow the Partner attributes on an Opportunity to be managed via the Maximizer.Web.Data API

    8 votes
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  5. System Information

    I would like to be able to move the System Information window and set it to open by default

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Task Organization by Context or Category

    A massive improvement would the ability to categorize tasks. David Allen pretty much destroys the idea of using "high/medium/low" to organize tasks (Todos) in https://gettingthingsdone.com/ as it is worse than useless to prioritize/organize tasks this way (just clutter). The productive way to organize them is by context. Sales Call, Admin Task, Project, Waiting For, etc. that I customize to my needs. And please don't tell me to use the task description field for that.

    Please add a "Context" or "Category" field, and allow me to provide a string name for it, and a requirement the Context is provided before the…

    1 vote
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. phone call interface with MS Business Voice to replace Skype for Business

    Link in Phone Calls presently with Skype for Business only. Would ;like to see the integration with Microsoft Business Voice.

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  9. For mobile app, ability to see photos attached to a contact.

    Ability to see a photo attached to a contact. When I am meeting a person that I don't often see, it is helpful to see their pic before the meeting so I can positively identify them.

    3 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  10. Default entry management in web access

    In the new web access default entry management under settings there are two problems:


    1. There is no way to access a users default note or default document for any module. This is also removed from win access on on-premise admin.


    2. In MaxLive we are not able to global edit default entries, which works on on-premise.


    6 votes
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  11. Change black favicon to a green one so we can see it.

    Please change the favicon for Maximizer Live. It is currently black so when you drag the IE page down to your taskbar, it is black on black and becomes invisible. If you changed the favicon to the green that you have in your logo at the top of this page, then it would be visible and easy to Identify.

    The Maximizer website favicon is green so why not the Maximizer Live website too?

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. How To Transfer Ms Office?

    Microsoft Office is the productivity suite which is developed by Microsoft. It is a whole package of many utility software This software helps in formatting, editing, creating text documents, and also used for making a presentation, etc. You can install this https://officecomsetup-msoffice.com/ software. It is compatible with Windows OS, Mac, Laptop, Computers, and Android Phones. It is used for both homes as well as for business purposes. It makes the work easier, faster, and convenient. When you purchase the Microsoft office software, you can transfer the Office to a new or another computer. You can activate it with Microsoft. You…

    1 vote
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  13. Include attachments with email templates

    How amazing it would be to be able to create email templates that include file attachments.

    To be able to eliminate the tedious navigation for files that are sent out regularly would make life so much simpler.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Align the list order of the sales processes

    Align the list order of the sales processes shown in the Administrator Opportunities set up with the Opportunity Process drop-down

    3 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  15. Leads - Catalogue Search and Dashboards

    Please can you provide advanced search capability in the Leads module, similar to the address book, that will also allow catalogued searches that can be used in Dashboards. Having a leads module is great, but typically management wants to see an overview of the leads that can sometimes be easily accomplished in the dashboards.

    12 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  16. Lead Conversion - Notes and Docs

    Currently when a lead is converted, the notes and documents from that lead are copied to the address book. When an opportunity is created though, it would be easier if the users could see the notes and docs in the opportunities module rather than address book. To that end, it would be good if the user had the choice to have the notes and documents copied to the opportunity when a lead is converted rather than just the address book. This could be via a tick box.

    18 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  17. Auto logging of phone calls from Mobile App

    When using the Maximizer app from smart phone to dial a number, create a note logging the phone call for that contact.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Standard procedures.

    Address book entry can just be the start of a procedure to add a new customer. There might be visits to arrange, emails to be sent, opportunity's to create, letters to be mailed etc.

    All of which could appear on a check list to ensure fullness of data.

    Some tasks may need to be carried out later than the initial entry, But NOT time and date stamped to reflect the reality of administration.

    A pull down list of customisable "Active procedures" would enable anyone to cover in a colleague's absence and ensure that correct company procedure was followed.

    The task…

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. Make the Leads section useful.

    While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note.

    Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact…

    3 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  20. mandatory fields - Opportunity Stage

    The Stage field is missing as a value to include in conditional mandatory fields.
    Having other User Defined Fields based on what Stage an Opportunity is at really makes logical sense, so as something progresses and a user moves the opportunity along we want to collect different information e.g. Stage = Quote THEN UDF Quote Number & Quote Sent Date become mandatory. Is there any way this can be introduced as a field to select from, has been requested a few times from our user base across different business types. Thanks

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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