Feature Suggestions for Maximizer CRM

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  1. Show current version on login page

    Show current product version on login page so anyone can at-a-glance see which product they are running, if they're updated to the latest version, etc.

    3 votes
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    1 vote
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  3. Please Please let us Bold, Italic, or subtly alter the System fields for Contact Details!

    Using our version of Maximizer, we really would LOVE to be able to bold a company name instead of ONLY the First name and Last name...

    For Households that have dual last names, we have come to a partial solution since there is only one spot for names based on the basic system fields. We have been using the "Company Name" spot to input dual name clients so that when we are sending correspondence to the household level, it doesn't take 3 days to ensure all the one off's are truly ready to send.

    We are living in a dual…

    3 votes
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →

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  4. New notes position the cursor at the 2nd line of the note

    When I create a new note in Max 2022 R1 beta2 I am immediately positioned on the 2nd line of the note. The default font for my database is Arial. If I move the cursor to the 1st line, the text is now Times New Roman. It looks as though the 'important' exclamation point is moving the text down but at least for some users that button is on the top right of the toolbar, not wrapped around. Should begin the note in the first line.

    3 votes
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  5. Change to note text does not prompt 'Save changes to note?' upon clicking Cancel

    User is reviewing an existing note and they notice a work that is not spelled correctly. If the user right clicks the word and fixes the spelling (but does not click into the note dialog to edit the text) Maximizer doesn't prompt the user to save when they click Cancel. Would expect this to evoke that Save changes to note prompt.

    3 votes
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  6. Choose own default search field in Outlook add-in

    Can we have a setting that allows us to choose our own default search field to be used when searching for entries to save Outlook emails to? Our specific example is when we are saving to cases. Often we must click "Search cases", and the "Search for" field always defaults to "Last Name". Can we have a setting somewhere that allows us to choose a different default "Search for" field? We would choose "Case Number". This small change would reduce our clicks and save us a lot of time, cumulatively.

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

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  7. Proper handling of return values for formula UDF date functions

    Right now:
    "Any formula that supplies an invalid date to the Date function will result in a blank value. For example, the function “Date (2012, 4, 31)” is invalid since the month of April does not have 31 days. If this function is part of a larger compound expression, the entire expression will evaluate to blank."

    Adding a IsBlankDate() predicate function would go a long way to allowing formula UDFs to track blank date fields and respond accordingly.

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

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  8. Automatic User Provisioning/Deprovisioning with SAML2 SSO

    When a user is added to Maximizer from the IDP's side, it will automatically create the user account in Maximizer and disable the account if the user is removed from the IDP.

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

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  9. IDP-initiated login flow for SSO

    Right now, with Maximizer 2021 R2, you have integration with any IDP (Azure, etc.) using SP-initiated login. Please improve this integration by including IDP-initiated login.

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

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  10. Autosignature handling

    Using autosignatures is great, enabling you to share email templates for consistency in appearance from all users, EXCEPT for 1 thing. When you choose to change to a template that is not set as your default, it replaces the default message template with the new one, BUT DOES NOT reattach the autosignature. The end rersult is that you have to have multiple personalised templates for everything else other than the default standard template - the same issue you have if not using autosignatures - very stupid & frustrating!

    3 votes
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  11. allow connection to okta for single sign on

    We use Okta authentication for single sign on to all of our applications. This gives us control over MFA and password expirations across all applications. But Maximizer in the cloud does not integrate with Okta. It would be greatly beneficial if it did.

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

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  12. Include Address Book entries in email reminder switch

    This has caused us no end of grief. We periodically have clients tell us that they did not get the email reminder for their appointment. We would go into the appointment and sure enough, the switch is OFF. We check a bunch of past and future appointments and sure enough, some are off.

    We call support get with much effort we discover together that the last settings are remembered the next time. I believe, if you reinstall your browser or clear the cache, those settings are lost.

    Today, one of the receptionists checked an upcoming appointment and tells me that…

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

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  13. Have a work space for each contact for ongoing work

    I would like a note or workspace that stays visible beside each contact name so that I can have my on going work visable.
    For example - you want to keep a list of your next steps for a client or remember something very important going on with them... I would like this as a unlimited character workspace that is always visible so I don't have dig through the notes.

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

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  14. Allow more than 5000 characters in notes

    The character limit of 5,000 when entering a note for a client is far too low!! I'm constantly running up against this limit and having to make other arrangement (e.g. save separate document in files, split the note into two separate notes.

    This is very frustrating as it makes following a set of notes much more complicated. This problem can be alleviated by increasing the limit to 20,000 characters or more or no limit at all!

    1 vote
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  15. I like the map view in the mobile app, when will this be available in the desktop?

    being able to view my search result in the either the grid or a map

    made on behalf of a customer request. upvote if this interests you

    7 votes
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    Under review  ·  0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Interactions workflow adds clicks for the user

    There are too many clicks now when logging a call. If you want to log that you made a call and left a message it has gone from 2 clicks to 7!

    Even the recording of call that you connect on adds clicks to start the timer - when this used to be on by default

    3 votes
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    Under review  ·  1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Connect change option to save email to entry's interaction for Maximizer email

    In the past we had a checkbox within the Maximizer email dialog that allowed us to select or unselect Save to Maximizer. This is gone and in my demo db and my production db my user always saves Maximizer email to documents. This is not necessarily the option I want every time. I want to select or unselect it.

    In the past we had a Preference for this option to default. That preference is gone.

    Assuming the setting is sticky, can the option be returned to the Maximizer email dialog?

    3 votes
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  18. Interactions dialog text box size

    I think the dialog could be improved by making it possible to make the long form text box a bit wider. If we could expand it was we can with notes, there are times that a long text would be easier to read.

    3 votes
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  19. Add the option to only save sent emails in Outlook to contacts' notes, not documents.

    Add the option to only save sent emails in Outlook to contacts' notes, not documents.

    1 vote
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  20. Button to Clear All Notifications

    I’ve got a notification alert setup for when I’m assigned as Account Manager on an address book record, but with any global edit to that field I’m bombarded with notifications and have to clear them one-by-one to reclaim the rightmost 1/5th of my screen.

    Request: When there are more than one notification toasts displayed to the user, include a button to "Clear All"

    3 votes
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