Feature Suggestions for Maximizer CRM

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  1. Hide basic fields

    Allow users a 'hide' option to all system fields in all modules (First Name, Department, Products/Services, etc.). If the field is set to hidden, the field would not display in the entry dialog. Many clients complain about the fact that we have near total ability to customize key fields and no ability to customize the basic fields.

    6 votes
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  2. Google calendar integration doesn't include related attendees

    I've set up my Google Calendar integration. It works. Google calendar has a feature to identify the invited party (in addition to the person scheduling it). When I look at the Maximizer appointment, I see the scheduler's email address but not the email address of the invited parties in Google. Kind of defeats the purpose because I already know the scheduler (me).

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

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  3. Clickable links in mobile app

    Unable to click on a URL in mobile app and launch that site. We are focused on having a formula URL bring up a dashboard in a BI tool but even the website URL is not clickable. We are allowed to copy but that is clumsy relative to having the formula URL (and all URLs) be active.

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

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  4. Entry History

    Please recreate the "history" tab for all entries. It was very helpful to see who was responsible for entry edits and when they were made.

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

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  5. Integration with Dataphile

    Have Maximizer integrate directly with Dataphile. SalesForce does it.

    1 vote
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  6. Outlook Integration - saving emails to new and existing contacts

    Currently if you try to save an email to Maximizer including a distribution list that includes existing contacts and new contacts, the integration only detects the existing entries and doesn't bring up the 'create new entry' dialogue.

    The only way around this is to manually create the new contacts in Maximizer first.

    The suggestion is for the Integration to be able to detect existing contacts, but also provide the 'create new entry' dialogue as well.

    3 votes
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  7. Email Campaigns need tracking clocks and replies

    At this moment the email campaign are tracking only opens and unsubscribes. But more important is having the clicks tracked since they show the level of interest too. The replies need to be tracked also for better accountability.

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Opportunity Custom Filters

    I think the absence of Products/Services as an option is crazy as it would be one of the most helpful filters to have

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  9. accessability

    Software needs to be accessible to those with disabilities or compatible with accessibility software like ZoomText, JAWS and Voice Over.

    I will use the term Universal instead of accessible because I believe business should make their products/services universal so anyone of any age, race, gender or ability can use it independently.

    I was told via Online Chat that Maximizer is not yet universal (accessible). I would encourage this to be changed. If you cannot make the software accessible on its on I do suggest partnering with ZoomText, or JAWS or the team at Apple that works on VoiceOver to ensure…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  10. New 'User' UDF Type

    Addition of a 'User' UDF type that is basically a table of all current Maximizer users in the organization. We have several UDFs that contain users, such as 'Recruiter', 'First Contact Person', 'Last Contact Person', etc. When adding a new user to Maximizer, an administrator must also go to each of those UDF tables and add the new user to that table. If we could have a UDF type that just always contains all users in the organization, it would help remove that redundancy. Thank you!

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Make creation date editable in interactions.

    Ability to change creation date in interatictions for to do items as was possible previously when to do items were logged into notes.

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

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  12. I am complaining about bugs and new features which are terrible and taking away old features which was great

    the new maximizer software rolled out in june 2022 is terrible, there are bugs: search function and changes to features which are terrible (elimination of notes as the center of the contacts data. taking away feature of typing the contacts name in the address field to get me to it without going to search.. )

    you guys are adding new features which is stupid (eg interactions tab), taking away features such as search right on the contact addr which is unbelievably stupid.

    i would FIRE all of technology developers who tried to fix what is not broken in the attempt…

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

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  13. Add the option to delete multiple interactions at once

    In documents and notes (and most other places) you can select multiple records and delete them at the same time, this can be useful for certain workflows or just tidying records up.
    Interactions only allows you to delete records one at a time. This is inconsistent with almost everywhere else in Maximizer and much more time consuming to delete multiple records

    12 votes
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    Planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Individualized Campaign Start Dates

    I would like to be able to create campaigns with a flexible start date. For example, when a client receives an estimate and is added to the campaign, the campaign starts at the beginning for that client.

    Or, after a client signs a contract, a campaign could be used to send information to them at specific times prior to the project starting.

    Another vital use would be to assign a campaign to send follow up emails after a project has been completed.

    And being able to assign it to from an opportunity would be ideal.

    3 votes
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  15. option to save email to notes

    Let me choose where to save emails. It is more convenient to have everything on the notes tab. Things get missed when the emails are on the interactions page.

    3 votes
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  16. Need to be able to print individual client interactions as we used to print out individual notes for compliance reasons.

    Now that the phone calls get logged under interactions we are not able to print notes pertaining to individual phone calls as we used to when they were logged under our notes tab. This is a very important feature as currently we get compliance screening daily and we have to be able to attach individual client trade notes pertaining to specific conversations. PLEASE EITHER MAKE INTERACTIONS ABLE TO BE PRINTED OR MOVE THE PHONE CALL NOTES BACK TO THE NOTES TAB URGENTLY!!!!

    4 votes
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    Thank you for your feedback. You can print the interactions for a particular client by following steps:

    1. Selecting the client in the list 
    2. Go to Reports > Address Book Interactions Report. 
    3. In the report, select "All selected entries" from the first drop-down. 
    4. If you only want to print the phone calls, select "Phone Call" from the Interaction field. You can also leave the field blank which allows you to print all interaction types. 
    5. Click the RUN button to generate the report.
    6. Turn on Show Details option. 
    7. Export the report to PDF


    We have received many similar feedback. In the short term, we plan to move the phone call notes back to the product so you can work the same way as before.  We will continue to improve the interaction related functions so you can see all the interactions and manual notes in one place and provide you better reports.


  17. Move phone calls and emails back to notes sections

    Phone calls and emails need to be moved back from interactions to the notes tab as it is no longer possible to all of your manual notes with emails and phone calls...

    4 votes
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    in progress  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Consolidated Activity Report

    The Consolidated Activity Report was very important for monitoring staff activity in Maximizer. It was used in performance reviews and coaching. It showed how active a user was and their activity.

    1 vote
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  19. The interactions report need the clients phone number and address column adding back in

    Losing the phone report means I can not distinguish between multi sites and contact attempts to different phone numbers.

    7 votes
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  20. Use Swimlane User Interfaces

    This is useful not just insales opportunities, but in a to of places.

    For example, in a particular sales process be nice to see a swimlane like interface with contacts in each lane. Anytime an item transfers from one state to another (ie steps in a sales process).

    I might want to look at everyone in the "call" swimlane, phone them, and then move those contacts to a "email" swimlane of a "give up" swimlane. Or I might move a task between categories like waiting for, call, email, admin.

    Look to HubSpot and Trello for examples and inspiration.

    1 vote
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