Feature Suggestions for Maximizer CRM

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  1. Go Cardless

    Direct Debit processing

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

      The Reports that were in the Administrator are not available in the Web Access ie Address Book Summary & UDF Report. They should be! And the list of UDF's in the web access Setup UDF's screens should include extra columns to show details such as what level they apply ie Company, Contact, Individual, whether they are Single or multi value tables etc.

      3 votes
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        0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
      • Integration with Appointedd booking software

        Create an integration with Appointedd booking software so that all bookings can be synched to CRM contact details

        1 vote
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          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
        • Partner Portal should retain the last list.

          Partners are not subject to the training that an employee would be for using the Maximizer software. When Partners are working with their list of clients and they log out and log back in again, their screen is blank. This causes much un-needed panic since the partners think that all of their clients are deleted. (Reported by DMS Marketing)

          1 vote
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            0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
          • Azure Active Directory

            It would be fantastic if we could integrate SSO with Azure AD. It allows us to expand SSO without poking holes in our firewall as well allows us to continue putting in applications already used with Azure AD SSO. This is something we use for Adobe products, etc. already.

            3 votes
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              0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
            • Provide integration with Microsoft Power BI

              Provide integration with Microsoft Power BI

              3 votes
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              • Opportunity Average Age - Dashboards

                It appears that the Opportunity Age field is not available as a field to perform a function on when creating a Dashboard indicator.
                Would be ideal to report on the average Opportunity age and group by Opportunity Leader

                3 votes
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                • Add a Suburb Line

                  Add a Suburb Line under the Address (Some addresses are too long to fit in the current address lines)
                  eg:
                  Address Line 1
                  Address Line 2
                  Suburb
                  City/Town
                  State/Province
                  Country
                  Zip/Postal Code

                  18 votes
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                    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                  • A great function to add an option for our clients to be able to book appointments online with us. See https://www.timetrade.com/

                    Send client's email with link to online calendar and they have ability to choose appointment online. Please see www.timetrade.com for example.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add Make Selected List Current option to right click menu

                      This would be a great little addition to save time for users - tick multiple entries, right click on the address book and have the ability to make the selected list current - many other Edit Menu items are available but this one is missing.

                      31 votes
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                        2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                      • Custom tab contact widget

                        The current contact widget needs to present the data in a more dense fashion. The use of icons and the photo image are not necessary compared to the need to see more contacts in less space.

                        The current look of the contact tab with a simple view - name, phone1, phone2, phone3, email and position would be better.

                        3 votes
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                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                        • Custom tab notes widget

                          The new custom tab widget for notes would be far more useful if more than one line of notes was visible at once. The current widget has too much white space and is inefficient in presenting multiple entries.

                          Ideally we would see something along the lines of the notes tab - one line per note withe date/time, text, creator. Then we can see several recent notes or last 5 notes - more than we can now.

                          The current model only shows one note, which is not enough.

                          3 votes
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                            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                          • customize customer service email in Live similar to ability in on premise

                            match customization of CS case emails like you can with on premise version

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Possibility to change Partner in opportunity.

                              Now and then we have opportunities where we need to change Partner. Doing so all relevant information such as documents etc. follow the opportunity which is very usefull.

                              BR Jesper

                              4 votes
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                                1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                              • Integration with Act-On Marketing Software

                                Similar features to the Hubspot integration, but some ideas that would be useful:

                                Ability to schedule regular data syncs between Act-On and Maximizer
                                Push form submissions from Act-On to Maximizer
                                Allow users to view hot prospects in Maximizer
                                See website and email activity history for individual contacts
                                Campaign steps in Act-On that can create tasks in Maximizer
                                Set email alerts for website visitors in Sales territory

                                3 votes
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                                  0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                • 3 votes
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                                    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                  • ability to see backlogged appointments in the My Workspace

                                    actually see outstanding appointments, this function is available for tasks only, if this function were on CRM, we could check that appointments are being done, completed and that we can check employee activity not just based on tasks. Activity measurement is important, so ensuring that a sales person completes their activities means all activities

                                    1 vote
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                                      0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Easily add fields to new searches

                                      When viewing fields in the details tab, I would like to be able to add them to searches by clicking on them and choosing to do so from a context menu.

                                      1 vote
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                                        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Stop button for searches

                                        Since Maximizer performs searches I don't want, all by itself, when entering Opportunity or Address Book views, I would like a stop button, to save me waiting for it to complete.

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

                                          Is it possible to get a warning when the Subject Line in an email is empty ? Currently you can send an email with a blank subject line from Maximizer but would be great if we can get a warning in case we forget to add a subject or continue without a subject line.

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