Feature Suggestions for Maximizer CRM

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  1. Viewing past cases

    Cases used to open in a pop up window, this no longer happens. There are many times when you are on a call to a customer and they refer to another case/call. You cant just look at these, but have to make the customer wait while you close the case you are dealing with, switch screens and open.
    Making the customer wait while having to wait for screens to refresh and finding past cases/conversations is a great concern

    3 votes
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      0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
    • A link to MYOB like the new Quickbooks link

      In Australia the main players for Accounting Software are Quickbooks, MYOB and Xero. Would be great to see this integrated.

      1 vote
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        0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
      • Jira

        Integrate with Jira to create work items from a Maximizer case, and allow viewing of the status of that item in Jira from Maximizer

        1 vote
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          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
        • Integration with Google Hangouts Chat

          Would love to see an integration with Google Hangouts Chat (currently in early adopter status) to post updates to a room/channel instead of emailing notifications.

          1 vote
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            0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
          • export documents and notes in chronilogical order into one file

            Due to Subject Access Requests we often have to print out in hard copy on single sided paper all emails, documents, notes and other files in chronological order including date stamps and headings. It would be very helpful if it were possible to do this as a report to a pdf file or similar.

            3 votes
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            • Date last contacted on opportunity

              We would like to see an Date Last Contacted on the opportunity. It should be updated based on selected note or document activity on the opp itself. It would be better still if the feature monitored changes at the address book and cascaded an update one or both ways (user option). So, if I meet with the client and make a note in the address book or the opp, the address book and opp 'Last Contacted' would update. If I update a note on the opp, then the user can opt to update just the opportunity date or also the…

              3 votes
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                0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
              • Multiple Email Addresses in a Single Email field

                Like most other products do it would be good to be able to enter multiple email addresses into say the Email 1 field, separated with a comma (,) or a semicolon (;). This would cater for communicating with both people in a couple

                3 votes
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                  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                • Print/Save to Maximizer Directly Option

                  In a similar way that PDF Printers, & in particular the way Microsoft OneNote works, it would be great to be able to print/save directly into Maximizer from Word & Excel, or in fact any other program. My thought is that currently you can only save a Word document to Max, anything else you have to save it first to your your filesystem, then go into Max to attach it there so it's multi-step. If there was a Max Printer it could allow searching for an AB record (and/or Opp or Case), & perhaps format desired (might have to default…

                  3 votes
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                    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                  • auto copy down of UDFs from Company to Contacts

                    Remember in the desktop version there was an option to copy down UDFs from Company level to Contacts? Is there an equivalent to that, now? It is a pain to have to manually enter the same data at Contact level

                    5 votes
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                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                    • Synchronize the note body of a task

                      When synchronizing tasks, the note body of the task in excel is dropped. We'd like to see this synchronize to Maximizer's note body

                      1 vote
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                        0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                      • Expand the My/All filters on Columns/Favorite Lists/Catalog Searches (and any long list) to filter by name

                        We really like the text filters that have been applied to user defined field table lists. They let us exclude all but those which match the text and allow us to control long lists.

                        Right now we do not have a similar capacity to manage some elements that often have many entries. This includes favorite lists, search catalogs, column views but could also apply to document templates, security groups/teams and other objects. Please add filter by name to these lists.

                        12 votes
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                          1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                        • Allow The Opportunity & Service Case Areas to be named differently

                          While a CRM is primarily a marketing tool, many of my clients are using the Opps & Cases areas for related purposes, due to the many to one relationship capability, but the terminology of Opps & Cases isn't correct eg I have people managing Projects, one using the Opps area, another using Cases, so it would be great if we had "soft" titles for these areas so we can name them appropriately for the clients' needs

                          6 votes
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                            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                          • improve monthly view calendar report

                            When generating a calendar view report the month and day of the week are missing from the top. There is no indication what month you are looking at, which makes for a poor user experience.

                            13 votes
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                              1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                            • 2 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • In documents show whether an email is inbound or outbound

                                Show whether or not a document type Email is inbound or outbound.

                                5 votes
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                                  0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • Copy note from one entry to another entry

                                  We would like to see an option to transfer a note or multiple notes to an other entry. E.g. a note from an company to an opportunity, other company, individual etc.

                                  12 votes
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                                    1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Multiple Default Entry Choices

                                    Multiple default entry choices

                                    We have one person that does data entry for multiple sites. Since multiple fields at each site are unique (recruiter assigned, advert source, next action step, Full Access security group etc) she can't use a single default entry choice. It would be more efficient and accurate to be able to set up multiple default entry setups to pick from in a drop down list. Having only a single default entry choice is too restrictive.

                                    1 vote
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                                      0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Ability to clear and/or replace the City/Town & State/Province Drop-down Lists in Live

                                      Currently these come prepopulated with US/Canadian values which are a pain in the neck here in Australia currently having to be cleared manually. We need to have a way to wipe the contents, & ideally import from a csv to populate the values we need eg for some clients it would just be the suburbs in their city, others a national list

                                      9 votes
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                                        1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                      • enhance email types and opt in email options

                                        - create a notification option so that the Maximizer user is notified when a prospect/client opts in or out of a specific type.

                                        - create separate email opt in groups so that not all email types necessarily show up for every prospect/client

                                        3 votes
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                                          0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Important Note search

                                          Important Note search.We sometimes mark notes as important for review when we are meeting the client again, and remove them upon discussion. It would be nice to run a report of all important notes in the database and make sure they were addressed and remoived if necessary

                                          7 votes
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