Feature Suggestions for Maximizer CRM

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  1. Email Opt In Dates available in Column Setup and or Key Fields

    Email Opt in Dates Available for Column Setup or Key Field sets would be critical to a typical compliance sensitive business.

    Currently only the Email Opt In Type field (Marketing or Service etc) is available for Columns Setup, however if you need to notify clients that their opt in is about to expire, you'd have to go into each record one by one and verify WHEN they expire. It would be better to be able to scan a large list for clients whose permission is about to expire.

    Typically, a compliance officer will not have EDIT privileges on records (to…

    3 votes
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      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    • Campaign Statistics

      When you view the campaign plan in Maximizer you can see a lot of detail about the number of unique opens, and the number of unique visits per URL. Unfortunately you cannot access these for use in dashboards or column setups. How about adding them to the Basic fields for a campaign. Even if it only applied to the first email in a multi email campaign it would be a huge step forward.

      6 votes
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        0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
      • Company library in Outlook toolbar

        The Company Library is a great, if underused part of Maximizer. If you were to allow users to attach documents from the company library to an email using the Outlook toolbar - then it would become instantly more useful to many users.

        6 votes
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          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
        • Dates in Formula

          It's very frustrating that there is not a IsBlank test for Date fields, or that Year, Month, Day functions just return an error when the date is blank. If the latter returned a simple zero if a blank date was encountered all would be good & formula could be used in a much more powerful fashion eg a client is maintaining a Status field & has date fields in sequence that correspond eg Activation Date, Date Archived, etc so I thought to save them having to edit the Status field by making it a formula, calculating the value based on…

          3 votes
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            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
          • Closing appointments & tasks should have a Cancel button/option

            When you click the checkbox to indicate a task or appointment is completed, in My Work Day, the Hotlist, or on the Activity tab, & you get the "Schedule Follow-Up" prompt? For when you make a mistake there needs to be a Cancel option please, which leaves the task or appointment incomplete. You're stopped there anyway & it's then that sometimes you go : ****, I didn't mean to do that. Thanks

            3 votes
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              0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
            • Change UDF Yes/No to a checkbox

              A Yes/No Udf works as it supposed to work, but to replace this type of UDF with a check box would be more up to date and would help a more modern interface.

              6 votes
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                0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
              • predictive search

                Option to turn off Predictive Search for typing in the search bar at the upper right. I don't use the predictive feature (I either type in a full term or a wildcard). As I'm typing it in, the loading of the predictive possibilities causes a glitch that results in missing some of the letters I typed. For example, I'll type "Anderson" but only get "Anrson", which, of course, results in null search results. It happens every time I search (which is frequent), and it's becoming quite annoying.

                1 vote
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                  0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                • Not have a user defined field that is set to create a task, create a task for everyone in our Maximizer group

                  Currently, if you set a user defined field to create a task, it creates the task for everybody using Maximizer. For example, we had set up Next Contact Date for a customer to create a task that showed up in the user's hotlist and My workday. What happened is that it created the same task for every user we have and all the replications showed up on everyone's hotlist and workday.

                  1 vote
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                    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • MainGridUpdate.UpdateEntry should also refresh the lower window

                    Currently the MainGridUpdate.UpdateEntry() will refresh the grid in the top half of the Max web interface on return from a CustomDialog window. It would be nice if this acted in the same manner as clicking the refresh icon at the top-right of the top grid and also refresh the lower window data.

                    3 votes
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                      0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
                    • Opportunity field Mandatory based on rule

                      Allow to create the mandatory rule for Opportunity based on Address Book fields.
                      Example :
                      if the Company "Category" = "Reseller", the UDF "End customer" on the opportunity must be mandatory.

                      6 votes
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                        0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                      • When you see the Calendar in E.g. the week view, the Tasks section should show the tasks in the week.

                        In the Calendar you can see the Overdue Tasks on the right of the screen in the Task section. I would like to see the All the Tasks from the period of the Calendar that is viewed at that moment. E.g. When you have the Weekly or Monthly view set on the Calendar, it is a feature request to see the tasks from the same period. Not only the overdue tasks as it is set 2017R2 and older.

                        9 votes
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                          0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                        • knowledgebase default record

                          There needs to be a default record setup in the Knowledgebase.

                          PS I think Knowledgebase deserves it's own Area in the list above (where I had to choose Others). That list should at least include all modules of Max individually

                          3 votes
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                            0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                          • Hollidays like Christmas are not visible in the Mobile Access

                            When you check your calendar in the MobileAccess., you do not see the special hollidays like Good Friday or Christmas.

                            5 votes
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                              0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                            • Mailchimp integration should be tied to/use the Do Not Solicit By field, AND the Canadian Privacy Law functionality

                              The title says it all - these features exist but the product development has ignored them - seems crazy to me.
                              This ties to another suggestion (http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2580675-do-not-solicit-by-enhancement) - these features should all be working together

                              3 votes
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                                0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                              • Full Access and Read Access can't be used for formula fields

                                I would like to use the Basic Fields Full Access and Read Access in a Formula field. You can't select them when inserting fields into the formula.

                                3 votes
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                                  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                • Office 365 add-in should have a Create Case option

                                  There needs to be consistency such that the Office 365 add-in should have the Create Case option & the Outlook toolbar should have a Create Opportunity option on it

                                  3 votes
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                                    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                  • The Outlook toolbar should have a Create Opportunity option

                                    Their needs to be consistency such that the Outlook toolbar should have a Create Opportunity option on it, & the Office 365 add-in should have the Create Case option

                                    3 votes
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                                      0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                    • text messaging support

                                      I've twice in last month had existing Maximizer CRM clients want the ability to send a text from Maximizer to a contact's cell phone

                                      John Roberts

                                      2 votes
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                                        0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Trouble finding Opportunity/Case when saving email from Outlook Toolbar

                                        This comes up from different customers for different reasons, but it is essentially the same issue. The user can't easily find the correct record to save the email against.

                                        If the user has "Confirm when saving email" turned on (which I would always recommend doing anyway), the initial list returned may not show enough unique information to identifiy the correct record to save the email against.
                                        This becomes more a problem as the length of the initial list returned grows as the sort order is not obvious.

                                        To help find the correct record you can use the manual search feature,…

                                        12 votes
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                                          1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Items level security

                                          We need to be able to hide or display items of table fields (UDF and basic field) based on security groups.

                                          15 votes
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                                            0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
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