Feature Suggestions for Maximizer CRM

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  1. calendar

    Holiday Editor. I use to be able to edit holidays on the calendar. I can't do this anymore - plus... the old ones I added years ago cannot be removed! Please can we have the Holiday Editor back.

    3 votes
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      0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
    • Combined Companies: no audit, and opportunity audit fields altered

      When combining a company, the opportunities lose their original created date and user. As well, there is no specific note regarding the merge process that took place. The original creator and data information are very important and should not be changed when a company is merged.

      1 vote
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        0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
      • Use info from related entries in a udf

        It would be beneficial to be able to reference information contained in a related entry to populate fields in another entry.

        We deal with management companies who manage various properties and have multiple contacts and create them as related entries but apart from being able to view it in Maximizer it serves little purpose for us. We would like to be able to draw that information into the current entry so that when we create forms or letters or whatever that need to include that information we can do it without having to do manual entry of the data into…

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Contact/Company UDF Column Set up

          The ability to view contact fields in the address book column setups and company fields in the contact column setups

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Search Catalog

            can we actually have a way of putting all searches into different folders!

            It gets frustrating going through one giant list

            3 votes
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            • The option to CC and BCC on mass emails (that are sent out separately) would be awesome!

              When sending out a mass email, separately so each individual gets their own, there is no way to cc or bcc anyone. It would be great if this feature were possible - so the contact that is cc'd can be copied on all the emails that were sent out separately and be able to keep up with those clients.

              3 votes
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                0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
              • Notification Manager - Opportunity Stage

                Would it be possible for the Notification Manager to monitor the Opportunity Stage field?

                3 votes
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                  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                • Searching Area Codes in Maximizer

                  Within Maximizer it seems like you are not able to search by just Area Codes as when you do it will also search for numbers that has the area code anywhere within the number.

                  It would be nice to have that ability in order to sort certain clients in the database

                  1 vote
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                    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                  • Loss of column setup option in contact / company search dialogs. Can this be added back?

                    Since the recent update to Maximizer 2019 you could use custom column setups when searching for contacts / companies.

                    Like
                    - Add opportunity contact
                    - Add opportunity competitors
                    - Add opportunity partners
                    - Add case contact

                    For some customers the basic fields in the default column view used in this dialog are not enough to find the correct record

                    12 votes
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                      1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                    • Integrate web to lead with new Leads module

                      The new leads module is great, however leads have to be manually entered or come from the upload of a list (CSV etc). Integrating the lead module and web-to-lead functionality would be a logical next step so that web leads automatically enter the lead module for handling (assigning, tracking, reporting etc). In it's current state it doesn't really benefit my firm but would greatly improve our process and lead tracking if this functionality were there.

                      30 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Date UDF Fields include Time

                        I believe that the Date fields are stored including the time, but only presented as dates whenever shown. It would be handy if a Date UDF could have an option to also display the time component

                        3 votes
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                        • API Opportunities Link to Campaigns

                          A client has a need to create Opps thru the API but can't relate this back to the Campaign that originated the Opp as the API doesn't give access to the Campaign ID field

                          3 votes
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                            0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
                          • Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer th

                            Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer there, company out of business. Otherwise you could have sales reps removing viable company information all because they don't want to call. .

                            1 vote
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                              1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                            • Link Client Service Cases to 'how-to' Knowledge Base articles

                              We have many different processes for the firm. When we create a new case, we always tag it with a specific "Products / Services" selection. We want that to automatically link to Knowledge Base articles connected to the same "Products / Services" (or "Categories")

                              Then, the "view in knowledge base" button on a case can link to the how-to article that is appropriate for it.

                              Thanks

                              3 votes
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                                0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                              • 3 votes
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                                  0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                • View Opportunity status in the Addressbook View

                                  When in the Address Book View need to Be able to view who has current Opportunities (need to be able to add the udf of opportunity status in the address book view)

                                  6 votes
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                                    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • MS Word Add-in - retain document category

                                    Opening Word documents from Maximizer and then saving those documents back in to Maximizer using the Microsoft Word add in doesn’t carry over the Category field from the document that was originally opened.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • UDF for Leads records in the new Leads Module

                                      The new Leads Management Module is a big step forward ! Maximizer becomes modern and intuitive for users !
                                      To have more flexibility, we should be able to create UDF on Leads and map these fields to UDF on Contacts/Companies/Opportunities.

                                      46 votes
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                                        2 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Zapier integration with the Leads module

                                        Zapier integration with the new leads module is currently not available, would be great to add this endpoint for the leads module for integrations moving forward.

                                        50 votes
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                                          1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Adjust the limit of 20 entries to show on the on the open street map option in Maximizer

                                          It would be very usefull for our customers to have the limit of 20 entries to show on the on the open street map option in Maximizer raised to 100+ entries.

                                          9 votes
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                                            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
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