Feature Suggestions for Maximizer CRM

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  1. Disable multiple attachments when saving email

    There is an option to include attachments when saving emails from Outlook to Maximizer but this is only available when saving 1 email at a time. When selecting multiple emails the feature is disabled. I suggest making it available for single or multi email selections.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Address book - auto search when in address book view

    The upgrade implemented Apr2021 has removed the address book search functionality where you can start typing the name of contact or entry you wish to locate and the list automatically jumps to that name in the address book list. I've spoken to support and was told this feature was removed, and now the only way to search or 'jump to' a client name quickly is to access the search bar at the top. For us, this means leaving the address book, entering the name and picking one which then changes my default address book view so I then have to…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case'

    Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case' from the Outlook Plugin.
    At the moment its not possible , and the user creates a ticket from an email received, but then needs to go into the portal to change a priority etc

    9 votes
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    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  4. Link Case Subject and Status

    Please can we have a link between the case subject and status similar to products and services and categories. When a case subject is selected, then only the statuses that are relevant to that type of case should available. Alternatively implementing something like the opportunity processes in customer service would also work, where the user can select a process for a case and work through the steps.

    9 votes
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    1 comment  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to reassign a Task from one Contact to another

    Contacts often change within an organisation & it use to be possible to reassign a Task from one Contact to another in such circumstances, but this disappeared at some point making the use of the Hotlist more difficult. Can this ability please be reinstated

    9 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. sub-opportunities

    In many industries you may have different options within a larger contract. Let's think about a Home repair where you may want to offer a singe customer in a single proposal:

    1) Bathroom Remodel
    2) Kitchen Remodel
    3) Resurfacing floors
    4) HVAC Upgrades

    It would be nice to be able to group these 4 opportunities under a top level Opportunity. This could allow you to view summary amounts for the top level opportunity, but also enter predictions for close dates on various sub opportunities within a proposal.

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. sub-opportunities

    In many industries you may have different options within a larger contract. Let's think about a Home repair where you may want to offer a singe customer in a single proposal:

    1) Bathroom Remodel
    2) Kitchen Remodel
    3) Resurfacing floors
    4) HVAC Upgrades

    It would be nice to be able to group these 4 opportunities under a top level Opportunity. This could allow you to view summary amounts for the top level opportunity, but also enter predictions for close dates on various sub opportunities within a proposal.

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. VOIP Ring Central. so you can call from in max and record. had it before now gone

    So you can call from in max "Make a call" and record results. Had it before now gone. all the key features are there. Just can not call from in max. Used to have screen pop up with caller. Gone to eh!

    1 vote
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  9. Create a web link that goes directly to an address book entry when some is logged in

    When a client calls in and the message is emailed to the estimator. It would be ideal to be able to include a link that would allow the recipient to click and be taken directly to that entry. Obviously they would have to logged into max already or be directed to the login page and then once logged in, still be taken to the entry. This would save mobile users from having to search for entries and dealing with the spelling of names etc.

    3 votes
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    0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  10. is it integrated with Ring Central, Nice Incontact

    is it integrated with Ring Central for individual users and Nice Incontact for contact centre agents

    2 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  11. Consolidated Activity Report - Totals for all users

    The consolidated activity report currently only lists the separate note/email totals for each user separately, however it would be useful to have a function to add up all of the note categories for all users to create an overall total for each type of note, as currently we have to manually add up each users total.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add the ability to import Service Cases from .csv, .xlsx, tab-delimited, etc.

    It would be ideal if Customer Service cases could be imported into Maximizer using a File Import Process such as .csv, .xls, tab-delimited, etc., where the Customer Service case would be added to an existing entry controlled by the Address Book IDentification or added as a new Individual to the Address Book controlled by the IDentification. It would be similar to importing Opportunities.

    1 vote
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    1 comment  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  13. Mobile appointment invitation

    Provide the option to send a meeting invitation and reminder email to the attendees and users when creating an appointment in the mobile app.

    3 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  14. Custom popup (like custom actions) in the Leads module

    Add the ability to have a custom popup (like custom actions) in the leads module. This could then link to the Address Book when a lead is converted.

    1 vote
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  16. Able to Type a Period (.) within a Company Name when Retrieving an Existing Company in the Address Book

    You can't retrieve a Company in the Address Book that has a Period (.) in the name by typing it out - you have to scroll down since the period isn't recognized when being typed.

    6 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  17. Notes under Custom Tab do not have option to show all notes

    Under Notes there is an option to tick SHOW ALL notes - this feature is missing in Notes under CUSTOM TAB

    4 votes
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  18. Notify the associated Address Book entry when the case is resolved

    Can you add a new setting in the Administrator > Customer Service > Notifications screen, for, "Notify the associated Address Book entry when the case is resolved". We have a similar setting for when a case is created. But at the moment, customers that want to use this setting when a case is resolved must ask their users to remember to tick this option every time they resolve a case. This is very hit and miss, and is to the detriment of the user experience for these customers.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  19. Address Book & Calendar Interface

    If the calendar in Agenda format, could be on the same screen as the address book, taking up 15-20% of the screen on the RH side, would save literally hours of having to go between the two all day long.

    Please do this :)

    1 vote
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
  20. Being able to add a contact to multiple businesses

    If you could select multiple businesses to add/update the same contact person at the same time instead of 1 at a time, would save a LOT of time.

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