Feature Suggestions for Maximizer CRM

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  1. Calendy

    Adding Calendy App for setting up meeting would be very helpful.

    Thanks

    1 vote
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      0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    • Leads Module

      Ability to modify Lead Source list so we can segment leads by things such as a specific source such as a trade show so we can market to them directly via the Mail Chimp Integration

      1 vote
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        0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
      • Select All / De-Select All Buttons in Outlook Toolbar

        When sending an email to a colleague *about* a client that's stored in the Address Book, multiple matches for that colleague's email address are often found in the database. This also seems to happen frequently when Business Partners are involved - they are often times added as Contacts to the Companies they represent.

        So, when saving an email via the toolbar, there can often be a large number of irrelevant / redundant email address selected by default. It would be nice to have "Check All" and "Uncheck All" buttons added so that these email addresses can be removed from the…

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Leads Notes to be visible in Opportunity Module when converted to opoortunity

          When I convert a lead to an opportunity it would be helpful to see the notes from when I worked with that prospect before they were converted into an opportunity

          3 votes
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            0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
          • "Date Last Contacted" field in Leads Module

            I would love to be able to sort my leads in the Leads Module by date last contacted so I can see who I haven't reached out to in a while.

            3 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Search for text in documents or e-mails within one company in the documents tab.

              In the latest version (V2019) from Maximizer you can search in the note tab for text in notes. This new feature is well received and this feature should also be available in the documents tab. Searching through emails from 1 company to certain text is really needed as I am listening to my customers.

              12 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Ability to change the color scheme

                I've had some requests from my team to be able to change the highlighted column (or other) colors in Max CRM live.We just want to be able to change the general color scheme and customize it for each.Changing anything in the color scheme would be nice. Our employees are accustomed to the offline version up until a couple of years ago. We could previously change anything in the color scheme.

                4 votes
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                  0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                • PDF

                  when printing to pdf’s with individual files, to select the ability to structure the file names to include at least one of the address book fields, including a UDF field in the file name. At present, it looks like I’d get a bunch of cryptic file names that I’d then have to open individually and customize a meaningful file name from the contents of the pdf.

                  1 vote
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                    0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • PDF managment

                    The first would be the selectable ability to print documents from templates to pdf and have all the pdf’s go into a single pdf file, separated by page breaks. This feature was lost in the cloud version, We used to use such a feature to send a large pdf file full of invoices to a print and mail out shop.

                    1 vote
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                      0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                    • Hotlist Custom Column Setup and Customer Service Cases

                      Please add the ability to select UDFs from the Customer Service module in the Hotlist column setup.

                      Thank you
                      Denise

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Note Entry following Meetings

                        In the financial version, entering client meeting notes is critical component following meetings. Right now we complete the meeting and there is a follow up Task/Meeting option. We would like to add the ability to "Add Client Meeting Notes" to this pop up window. If the user selects this, the notes window will open allowing the user to enter client meeting notes for the client meeting that is being confirmed. Nice and easy vs having to go back to client when completing the task or meeting.

                        4 votes
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                          0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • Option to import an Apple Contact Info into Maximizer Contact

                          Import contact info from an Apple Contact into Maximizer Contact

                          1 vote
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                            0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                          • Email should log attachment name to notes

                            In Maximizer Live address book the native email functionality has the ability to log email to notes. The logged not at this point does not include reference to the attached file name. This should be included in the note so that clients can refer back to specific files which they may want to store outside of the CRM due to large size.

                            9 votes
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                              0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                            • lead activities

                              The lead association with tasks and appointments should not be separate from those in the address book. There are two reasons for this:

                              1. I will convert leads into the address book and I want to tasks and appointments to remain associated with the new contact.

                              2. I may have meetings (appointments) with both leads and address book entries. How do I configure a meeting with a lead who is an employee of an existing customer in the address book?

                              Currently when a lead is uploaded we lose the link between contact/lead and activity.

                              6 votes
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                                0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                              • leads two pane

                                The leads module should present two panes as in the address book (and the rest of the CRM). Specifically, we want to keep the leads list view at the top and add a details/notes/docs/activities widget format at the bottom. Much better for speed and reducing clicks.

                                13 votes
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                                  3 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                • leads two pane

                                  The leads module should present two panes as in the address book (and the rest of the CRM). Specifically, we want to keep the leads list view at the top and add a details/notes/docs/activities widget format at the bottom. Much better for speed and reducing clicks.

                                  0 votes
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                                    0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Insurance Tab

                                    I would like to see the insurance tab on the contact page become customizable.

                                    1 vote
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                                      0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Email campaign for Leads

                                      Enable delivery of email campaigns and MailChimp campaigns for leads.

                                      7 votes
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                                        0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Outlook integration for Leads

                                        Add the ability in Outlook to save the following to leads also:

                                        Received Emails
                                        Contacts
                                        Sent emails

                                        6 votes
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                                          1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Email logging security

                                          Currently when you modify the full/read access when saving an email from the Maximizer Outlook toolbar it still logs the note by default as public. I suggest that this be modified to honor the full/read access selected when saving the email document in order to maintain security standards.

                                          3 votes
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                                            0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
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