Feature Suggestions for Maximizer CRM

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  1. Ability to add fellow Maximizer users to an email being sent to a client

    When sending emails to clients through Maximizer, there is no functionality to include a fellow user as recipient. You have to remember and then type the full email address. There is no way to search for users and add them as CC or BCC.

    Please add this so we can work easier as a team.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Select multiple address book entries from calendar

    We print forms for our estimators to hand write quotes while visiting clients. We currently have to go back and forth from calendar to address book until all the appointments are listed. Then we can send them to the printer or export them to excel to import into Google maps.

    I would like an option to select all the appointments and then have an option to "Select all Entries in Address Book"

    This would then find the address book entries and display the selected entries in a new list.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Partner portal dashboard

    Partner portal dashboard :

    Please enable the basic dashboard for Partners which is required.This will help them to forecast and work on the pipelines.

    1 vote
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  4. In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners

    In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners

    1 vote
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  5. automate reminder emails

    Automate emails to individuals (not lists).based on their individual activity date. (multiple emails over time leading up to their activity date) Pick the template and schedule the send.
    What is not productive is taking the time to schedule an activity for a human to physically come back at a later date for the human do the email. Thanks for all you do at mazimizer.
    Campaings are clunky and cumbersome.

    6 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Multiple partner email addresses

    I suggest a warning be issued when using an email for an address book entry flagged as a partner so that it doesn't accidently link data together that probably shouldn't be.

    6 votes
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  7. Leads module - save 3rd party emails to a Lead

    When using outlook integration in the leads Module, it would be useful to have a look up to find Leads that 3rd party emails can be saved to. Currently only emails matching the email address in the lead can be saved. Many leads have 3rd parties and it would be useful to save that info into the appropriate lead

    12 votes
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  8. Select where to convert Lead module email, Notes & Docs to.

    When converting a lead to an opportunity it would be helpful to be able to specify where emails, docs and notes are stored - either at address book or in opportunity.
    Many sales enquiries need to be verified before converting to Opps but once verified the emails docs etc should be accessible for a particular Opp.

    15 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Appointment Request Email - Language Selection

    If you add an appointment to the Calendar and send an Appointment Request Email the time and date sections are inherited by the Calendar.

    This means that whatever Locale is selected in Preferences controls the language that appears.

    This is fine if you are dealing with users and customers in a single country, but in an International scenario you can end up sending requests with a language to people who don't speak it.

    (Example: User of Maximizer have office in London and Athens. If a Greek request is sent then the English office may not be able to read the…

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Restrict Access to Live based on Working Days & Hours

    It would be desirable to restrict access to the Live system outside work hours eg from home, to reduce the chance of a disgruntled employee being able to take screen shots etc to take with them to a new job. In the Calendar/Hotlist Preferences page we currently have Work Hours & Work Days which could form the basis of this, simply with the addition of an option to "Restrict access to work days/hours".

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. Calendar Refresh Button

    Add a refresh button to the Calendar, so that if appointments are synchronised you don't need to navigate away and then back to see the appointment.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Opportunities in "Save to Maximizer in Outlook"

    When trying to save an email in outlook to a specific opportunity - I click save to maximizer - save to opportunity.
    Now it wants me to search by last name or company name.
    But - many of my opportunities have many different companies involved.
    So - why not have the search box bring up a place to enter the Opportunity Name - which would save so much time if we don't remember the exact company that started it all?
    It's an opportunity search - simplistic would be searching by opportunity name and nothing else.
    Thank you

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add to Rolling date range

    Add 'Jan this year' 'Feb this year' etc to rolling date range in advanced search.

    1 vote
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  15. Integration with Seamless.ai.

    A list of prospects in Seamless.ai can be imported into Maximizer CRM. Set up company and then a contact within that company. Check if company already exists before setting up a new company record.

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Dynamic CC in Campaign Email Activity

    Currently, when campaign emails get sent out, it's possible to add a CC recipient, but it's static.

    A lot of the time, the contact may have multiple emails listed in their contact information - sometimes their assistant's email may be listed there.

    It would be great if a single email notification went out to the contact's primary listed email, but then also allow for adding secondory/tertiary contact emails as cc recipients.

    3 votes
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    0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  17. leads default entry

    Default entries are a powerful way of improving data quality. It would be great to have the option to set defaults for Lead entries

    12 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. Excel import restriction by module

    I need to give access to certain users to excel export their opportunity or service case, but want to restrict address book download. I need to have a track on user level data export to excel.

    1 vote
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  20. Resource type in outlook plugin

    1. Outlook plugin should have option to capture resource and tag Customer.
    2. Activity report in dashboard.
    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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