Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

How would you like us to improve your product?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Duplicate checking on UDFs

    We have duplicates in our database and we need to clean them based on an UDF (Customer Number). We can do it by sorting the records by Customer Number and using "Find duplicates in list" feature. It works good !
    But we cannot avoid users creating new duplicates because the Duplicate checking doesn't allow to check on UDFs.

    3 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
      • Hotlists birthday

        Can Hotlist tasks be made into appointments so when it pulls through into phone sync they can be pop up reminders instead of having to go into tasks to find out who's birthday it is for the day?

        1 vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
        • Outlook plugin search results appear to be listed in random order

          Using the Outlook plugin to Maximizer web access the search results that occur when the system has recognized an email address appear to be listed in random order.

          Would be very helpful to be able to chose a different sorting of the search results, or at least have them sorted by company name and/or objective title, especially if you have many records with the same contact.

          3 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
          • Notes - No horizontal scrollbar

            There does not appear to a horizontal scrollbar in the Notes dialog since the release of 2017 - resizing the window appears to be the only way you can read text that has gone off screen and to move back to the left you can only use things like the Home button.

            1 vote
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
            • Objective drop down in the opportunities module to match the non-mobile web version

              Should have the ability to select a dropdown, same as the non-mobile/full web version.

              3 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
              • Add 'Activity Type' and 'Call Purpose' drop down menus to Appointments

                Add 'Activity Type' and 'Call Purpose' drop down menus under the subject line when adding appointments both on the mobile and full web version.

                6 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                • Project Management tool for IT department

                  Allow the IT team to create projects within Maximizer:
                  Share tasks (already exists)
                  Follow progress on project (perhaps the same as the history screen)
                  Report bugs on the project

                  Opposition currently offering this: Zoho

                  3 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add a conflict check for booking a resource via mobile

                    We've encountered 'double booking' in a boardroom on 2 occasions now in the past few weeks because there is no conflict checking for a resource. For example if I set a meeting on my phone, and book a resource (boardroom) it will allow me to do so even though another user may already have the boardroom booked. We need a conflict check. Better still would be to have the option of seeing the resource in your calendar via your phone same as you do on your desktop/laptop.

                    3 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                    • Improve the process of making an appointment

                      With Maximizer 2016 I was been able to remove myself as organizer of an appointment, now a days it isn't possible for me anymore to remove the organizer of an appointment, which can be frustrating.
                      Now we have to remove the appointment in Maximizer, set the filter on the right name and make an appointment again. This process is like 3 steps longer than the old one.

                      Old version: open the appointment > remove yourself > done.
                      New version: remove the appointment > set the filter on the right name > press the appointment button > make the appointment >…

                      24 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                      • customer service merge

                        We have identified a few times where a customer has called in and the items they report are very similar, and would like to be able to merge a customer service file with another one that is assigned to the same entry. Similar to how you merge two individuals.

                        2 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                        • 8 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                          • life insurance

                            Insurance Tab - We use this primarily under the Household view so adding fields for Policy Owner, Insured and Riders is needed. Policy Type should be a drop down with Whole Life, U.L., Term, Critical Illness, Disability, Long Term Care. Lastly Term should have an N/A option as permanent policies do not have a term.

                            1 vote
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                            • I would like the ability to create a Dashboard Indicator on elapsed time for Customer Service cases.

                              I would like the ability to create a Dashboard Indicator on elapsed time for Customer Service cases. It would be helpful to me and my team to see at a glance our average time in resolving different types of cases.

                              1 vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • Customer Service Process

                                Create Customer Service Processes similar to Opportunity Processes in 2017. The ability to create various process for servicing various products/services would be a great feature. Also include the stage time gaps UDFs also to track the progress of the service cases.

                                6 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                • Have the Favorites list name in header

                                  Have the Favorites list NAME in header of Address book screen. Or Opportunities screen as well

                                  3 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Maximizer Unicode

                                    Maximizer needs to be a fully unicode compliant application. When integrated with other tool, the records created by synchronization contain often ??? instead of Chinese or Japanese characters.

                                    10 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Update the search by label

                                      The mobile access opportunities search basic fields label Company should read Company/Individual. The search works for either.

                                      1 vote
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sorting Opportunity Sales Teams

                                        Sales Team names are not sorting alphabetically in various drop down lists in the program.

                                        1 vote
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Completing multi user appointments

                                          Provide a more efficient way of completing a multi user appointment. As an executive assistant for multiple users I currently have to modify each users hotlist or calendar that was included in a multi user appointment in order to mark it as completed.

                                          1 vote
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 80 81
                                          • Don't see your idea?

                                          Feedback and Knowledge Base