Feature Suggestions for Maximizer CRM

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  1. Make the new Quotes feature available from Mobile Access

    Most smartphones can now have Excel on them so is it feasible please to be able to utilise the new Quotes feature in Maxmobileaccess?

    3 votes
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      0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    • Custom note filter for existing list

      We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.

      78 votes
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        17 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
      • Link Maximizer appointment to current contact in addressbook

        In earlier versions of Maximizer, there was button that allowed the user to link a new appointment to the current addressbook entry. This option in not in the recent versions (2018+)

        1 vote
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          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
        • Reply to mobile email

          Currently you can only view saved emails in the mobile client. I suggest adding the ability to reply or forward emails as well.

          3 votes
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            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
          • Additional "Date Last contacted" type fields.

            We have had a few requests to have better "Date Last Contacted" information
            Ideally can we get a set of automatically updated date fields for "Last Emailed", "last appointment", "last phoned" etc as well as the umbrella "Last Contacted" field.

            3 votes
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              1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
            • Global Edit to Update Campaign on Opportunities

              When you are working with Global Edit feature in Opportunities you cannot set the Campaign value, the old version (legacy) has this feature.

              1 vote
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                0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
              • Show count when doing a global edit

                An easy win for ya! =D

                When doing a global edit, a warning showing "You are about to edit X records" would save support headaches and make for nice UX.

                I've had clients not select any records, or only a subset, and wonder why the global edit didn't work.

                Thanks!

                3 votes
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                  1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow un-set sales process when only one exists

                  If there is only one sales process in the database then an existing opportunity that uses it cannot have it removed, i.e. un-set to empty. If there are two or more sales processes in the database then an existing opportunity that uses either can have it removed.

                  In databases with a single sales process, if a new stage is added to that sales process then it is not possible to edit this revised sales process onto an existing opportunity because of the lack of the un-set option.

                  3 votes
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                    1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                  • please ad a read receipt feature on the e-mail / webmail

                    please ad a read receipt feature on the e-mail / webmail

                    6 votes
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                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add appointment start time to the Hotlist Column View available fields

                      Trying to create a Column View in Hotlist that mimics the old Calendar Report that you could download on the Windows client.

                      I am able to select the Date field and the End Time field but not the Start Time field - it's not in the list. There's a Time field available, but this only applies to Hotlist tasks.

                      Please can we add the Start Time field to the list of available fields?

                      12 votes
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                        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                      • MailChimp - allow 'Unsubscribe' to synchronize with Maximizer

                        If a user unsubscribes in MailChimp then they are removed from synchronization, but there is no way to tell in Maximizer if that user unsubscribed.

                        This could be a problem with GDPR now in place.

                        E.g. A marketing agency uses MailChimp but the sales team email from within Maximizer. If a user unsubscribes then they may still receive mail from the sales team that isn't wanted.

                        Please add a feature to allow the 'Unsubscribe' in MailChimp to synchronize with Maximizer.

                        4 votes
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                          0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                        • Appointment Description should be written to logged notes on contact

                          When completing an appointment, the logged note should include the long text Description field of the Appointment. This is sent in the email notification but is not written to the logged note on the contact.

                          12 votes
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                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                          • A better system for submitting feature requests

                            This is THE most ineffective means to submit a feature request. Requests should be submitted by users and then evaluated by staff.

                            The problem with the method you are currently using is:
                            1) people often use wrong terminology to describe what they are looking for
                            2) people often have difficultly describing what they would like to see in enough detail to for others to understand why they need it
                            3) typos and and different words people use will provide different results in the search, so you end up with literally pages and pages of requests to go through - who…

                            10 votes
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                              1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                            • expand to do size

                              we regularly use "to dos" that are more than 254 characters please expand
                              Why is it so limited? if this cannot be done then FIX the cropping function. If I write a 500 character "to do" your program crops it in mid word but half the time if I post the to do I get an error that the message is 255 or 256 characters and I have to go back in and remove 2 characters. Why is your program cropping it but its still too long? Surely this is a simple programming design error that can be corrected

                              4 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Suppress Lead options when adding new AB entries

                                There needs to be a system flag to indicate whether the Sales Lead option is being used or not, and if not then the options to create a Company/Indiv/Contact Lead should be suppressed in all places as when accidentally selected can cause great confusion as to why fields are not appearing in Keyfield views

                                9 votes
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                                  0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • Improve creating a case on the mobile access

                                  When you create a case through the mobile access, you need 3 screens to complete the creation of a case. First a screen with the description. Then the screen with Products and Categories and other keyfields. For the Products and Categories you have to select a modify option on the menu button. E.g. you show the Description, Status, Products and Categories on the first screen. You can select a product through a dropdown (instead of a menu option). Second screen all the Keyfields. Users do not create a case through mobile access because of the many steps to take when…

                                  4 votes
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                                    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                  • document preview

                                    The original versions of Maximizer had a preview pane for documents. We sorely miss this option and would like to see it reinstated for Web Access. Downloading every document is generally time consuming and an unnecessary inconvenience.

                                    22 votes
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                                      2 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Folder structure for emails

                                      Create a selectable mandatory field option so that outgoing and incoming emails can be saved to pre determined categories.

                                      Current situation of simple time and date stamping of emails under a contact makes finding historical email conversations painful & time consuming.

                                      If users don't want to be able to save under user created categories then they can deselect the option.

                                      But if selected, the sending and saving cannot occur unless a selectable field is ticked as unless its made mandatory users will not save to categories unless it is mandatory

                                      10 votes
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                                        0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Data transfer to a newer revision, a software utility

                                        Offer a conversion utility. Example: Transfer everything from Maximizer97 to a newer rev. running on 64bit Windows

                                        4 votes
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                                          1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • TLS 1.2 Support

                                          We just installed Maximizer 2018 R2 and found that we had to enable TLS 1.0 to get it working. TLS 1.0 is no longer secure and our security team is advising against us using Maximizer. Please add support for TLS 1.2 throughout the entire application.

                                          This includes ww2.maximizer.com which is currently blocked by our security team because its TLS/SSL support is so bad. See this link for details:
                                          https://www.ssllabs.com/ssltest/analyze.html?d=ww2.maximizer.com

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