Feature Suggestions for Maximizer CRM

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  1. customer service case email

    Allow ability to modify or customize the customer service emails, allow different subject, fields and notes included in the body of email.

    1 vote
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      0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
    • Access to Imported Records

      When someone imports records into Maximizer, after the import all imported records FULL and READ access is set to Public.
      Would not it be logical to setup access identical to Default Entry settings?

      3 votes
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        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
      • Ability to freeze a column

        It would be good to be able to ‘freeze’ a column (like in excel) in the address book and opportunity views

        12 votes
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          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
        • opportunity status

          It's important to record whom you lose an Opportunity but frustrating to have to go back to the Competitors/Partners Tab to select them first. Then return to the Status tab's Competitor drop box to select them again.
          Why not give the Status Tab's Competitor drop box access to the Competitor list instead?

          3 votes
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            0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
          • Email sent when draft knowledge base article is created

            It would be good to be alerted to the existence of a new knowledge base article by email.

            This way you can publish them faster than if you looked for draft entries occasionally.

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Email Template shows my email templates vs all email templates

              When you are going to send an email and you click on the Email Template Icon you are shown the available email templates. I would like to have the option to see only the email templates that I have created vs all of the email templates that are available. Similar to how in the View menu I can go to Column Setup and choose to show All Column Setups or just My Column Setup.

              1 vote
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                0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
              • Search Stage Age

                It is helpful to be able to present current stage age and the age of each stage of a sales process in column views but it is frustrating that we can't perform searches on the stage age (current or within each stage historically). If we could make searches in Advanced Search we could make useful dashboards about how many opps spend a month or a week in a certain stage.

                9 votes
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                  0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                • XML Export in Web Access

                  It's essential to provide an XML Export capability in Web Access to provide data manipulation abilities not catered for in CSV export, in the process providing the ability to select fields as per another suggestion that exists. The Maxwin program must continue to be able to be run on the server in the meantime, although this doesn't help at all with Live clients of course.

                  6 votes
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                    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                  • Save and track global edit

                    I would like to be able to globally allow e-mails to be saved into Maximizer by having a new menu to allow all e-mails to be automatically saved under whether you decide to save them per contact or household level.

                    Currently saving each and every incoming and outgoing client e-mail for each user via "save and track" is much too time consuming. We need a way to globally edit it.

                    3 votes
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                      0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                    • Show related opportunity details when you scroll through the Hotlist

                      Show related opportunity details (at the bottom screen), when you scroll through the Hotlist.

                      4 votes
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                        0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                      • Use UDF values for generating MS-Word filename (when you merge with opportunity)

                        When we merge a document to an opportunity, we want to use the value(s) of a UDF(s) to create the (Word) document filename. This is because we need a proper name when we share this document with PDF in an e-mail to a contact.

                        3 votes
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                          0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • Single Signon - Intergration with Active Directory

                          Single Sign using users own Active Directory. This solves many things; it will save MAX support hr. It will make for a better End user Experience. It will also allow for better security.

                          1 vote
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                            0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                          • Change time dialog should put current time at top

                            When selecting a time for an appointment, the dialog positions the current time at the bottom, requiring the user to scroll down for later time choices. Ideally the time would be at the top or middle so that 'nearby' times would be visible without scrolling.

                            3 votes
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                              1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow a custom web application to add a new font icon to the icon bar

                              In Max 2016 it was still possible to add an icon to a custom entry in the Icon bar by creating the appropriate png files and adding them to the images\shortcuts folder. Since 2017 and the change to use a font to place the image before the entry this functionality no longer works (although it is still in the documentation !!). Can we have a way of adding our own entry icon using the new font method ?

                              3 votes
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                                0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
                              • Outlook Integration Requires 4K Display Support

                                Currently, the outlook add-in does not display correctly on 4k displays with high resolution since the text that shows the contact an email is being recorded/saved to is extremely small.

                                It would be great if they could recode the app to support 4k resolutions which are now extremely common.

                                3 votes
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                                  0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow use of the 'Actual Amount' Basic Field in Accounts (Opportunities) module formula UDFs

                                  Allow use of the 'Actual Amount' Basic Field in Accounts (Opportunities) module formula UDFs. This would allow users to determine further breakdown of specific information, such as, sales commission splits etc.

                                  3 votes
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                                    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add the company name field to consolidated activity report details

                                    Currently the details list only date time and note. Adding the company name to this detail report would be beneficial as you can't link to the record itself.

                                    1 vote
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                                      0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                    • document purge

                                      Need to be able to identify by a search old or large documents, then optionally download en-masse to archive them, then delete en-masse

                                      3 votes
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                                        0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • "Quick Apply" of user preferences for existing users like when creating a user

                                        Add a "Quick Apply" feature which allows admins to copy the user preferences of one existing users to another existing user similar to what its' like when creating a user.

                                        Alternatively a "Master" view which allowed a master user to configure default settings like column views, colouring rules, saved quick searches, quick search names, default teams and opp leaders.

                                        9 votes
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                                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Quick Access search description too long. Search details not visible on mobile interface.

                                          Quick Access search description too long. Search details not visible on mobile interface. Suggest removing the following search prefix "Retrieve Saved Search - Address Book".

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