Feature Suggestions for Maximizer CRM

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  1. 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

    3 votes
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      0 comments  ·  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

      12 votes
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        0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
      • Maximizer Mobile - Create Mobile Forms

        Create a new function in Maximizer Mobile - Create Forms. Forms are being used more and more these days being Google Forms and other Mobile apps. I think this would open up a great new feature for Maximizer Mobile and it would be great if it's also accessible via Maximizer Web. Creating a new Icon in Max Mobile called Forms. With this you can create forms with existing UDFs in Maximizer or create new ones. We have received a few requests for service techs in the field to be able to create a service tickets and capture signatures for the…

        6 votes
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          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
        • Carbon copy email logging

          When emailing from the Maximizer web client and logging is set to "Send a copy of this message to myself" is enabled and "Send as" is set to separately the system currently sends a carbon copy of all emails being sent. I suggest just sending 1 for either "separately" or "One email".

          3 votes
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            0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
          • Setup items user-defined fields

            Currently when you want to modify items in a UDF table you have to select the table then close the pop up window to choose the items from the main UDF menu. I suggest modifying the workflow to cut down on mouse click by including the table button in the UDF window.

            9 votes
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              0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
            • Add a Quick button to the Customer service area of the Address book to enable a Note to be added to a selected case with out entering it.

              Currently with a Company selected in the Address book, when selecting a case from the Customer Services tab and then clicking Add Note it gets added to the Company. Would it be possible, If selected or ticked that a quick button could be added next to the current buttons for Resolve, Sign & Escalate to add a note to that case.

              9 votes
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                0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
              • Address book entry details tab for opportunities

                When viewing a hotlist task there is an 'Address Book entry Details' tab.

                Having the same tab when viewing an opportunity would avoid having to switch between modules.

                9 votes
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                  0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                • Organisation chart for users with option to use as permission & access parameter

                  Allow the creation of a hierarchical Org Chart in relation to the Users accessing the CRM. Aside from being a quick and easy reference tool, this can then flow into Group Security as an easier way to manage database access control.

                  1) Allow the Read and Full Access dropdown to say USERNAME's Staff, meaning all users who report to USERNAME are assigned that permission.

                  2) Allow multi-user selectors such as Hotlist Filter and Calendar View Filter to reference my potion on the Org Chart, eg. Show Hotlists or myself and my same-level colleagues.

                  The Org Chart layout AND the above…

                  6 votes
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                    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                  • Record selection popup for Partner should default to filter for Partner records

                    When adding a Partner to a record, the record selection form searches the entire database by default. The standard purpose of this is to add Partners, so that filter should be set by default when the form is loaded.

                    3 votes
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                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add a day repeat on a calendar event

                      It looks as though a yearly repeat is only available by date, not by day (2nd Saturday of June). For example, we would like to keep track of a parade that happens on the 2nd Saturday of June. The date changes yearly. This would be different than keeping track of a birthdate for example, the date never changes.

                      4 votes
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                        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                      • Update other fields through campaign redirect url

                        It would be good to allow the recipients to update other merge fields via the campaign re-direct url the same way as unsubscribe updates the Do Not Solicit By field. This would be useful in say getting RSVPs to an event invitation sent via the campaign manager. So the invitation email could include a link to RSVP, and that would then update a field in Maximizer depending on whether the client clicks yes or no.

                        27 votes
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                          2 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
                        • Edit the note properties (Date and Time) in the MobileAccess

                          On creating a note in MobileAccess, users cannot change the note date and time, even when the user has the privilege of changing the note properties in the webaccess.

                          A lot of user's use time and date to show the date of visits or other contacts with customers.

                          11 votes
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                            1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                            • Drop down list of Users

                              We need to have a field with our users names.
                              We created a table and created manually all current users as values of this table. Not easy to maintain...
                              It would be easier to be able to link an UDF to the existing users of Maximizer. The changes done to Users can then automatically update the UDF list.
                              Nice to have :
                              - possibility to choose if we want to display disabled users.
                              - possibility to decide if the field is "single value only" or multi-select.

                              9 votes
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                                0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                              • add ring central

                                ad ring central as a partner

                                1 vote
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                                  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                • Default Attachments Linked to Email Templates

                                  We are just wondering whether we could make a suggestion on email template. We are sending out the same attachment to a specific email template every time, so we are thinking if we can have default attachment linked to the text email template could help us a lot. Please let me know what you think and whether that is achievable or not, hope to hear back from you soon. Thank you.

                                  6 votes
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                                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Reassign task after call, email prompt

                                    Currently you are prompted with an option to send an email to the user that you assign a task to. This does not occur during the call/receive call workflow. Although you can reassign a task, there is no prompt to send an email reminder to the user. I suggest assigning this functionality to the workflow.

                                    3 votes
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                                      0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Provide system fields that can be used to Display number of Current Opportunities, Open Cases, & Incomplete Tasks & Appointments

                                      It would be great to be able to see on the Details tab, or include in a Column View, the number of Current Opportunities, Cases, or Incomplete Tasks/Appointments for the AB record to save having to visit each of those tabs to check on these. Gives a real snapshot of the current involvement with anyone. By having fields available for each of the different statuses that increases this eg being able to see how many Current/Won/Lost/Suspended/Abandoned Opps

                                      12 votes
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                                        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Gridlines in UDF window

                                        For ease of updating & reading information, especially when there are many UDF's in the window, the option to add gridlines (as per previous Maximizer versions) would be a great feature.

                                        15 votes
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                                          1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • String Search and Highlight

                                          Currently in Maximizer CRM Live, if I want to Search for a string of text in notes and documents and tasks and appointments and Opportunities, I have to go to each window indipendently and the results come up separately.

                                          I'd like to be able to index all data in the database, then run one search and find everything, even if it meant I had to use limiters to narrow down. it would be much faster, and I wouldn't have to search for information in 5 different windows, or in the case of searching for notes, run the search and then…

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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