Feature Suggestions for Maximizer CRM

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  1. Active Users

    The Desktop version used to offer a way to see if there were users currently logged into Maximizer. This was done in the Administrator Tool.

    The new web version does not appear to have that ability. This ability is helpful if a system reboot or website restart is needed.

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

    Provide the ability to delete appointments in the mobile app.

    3 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  3. Date entry

    In the old windows client a user could enter any date field and use key controls to move the data. Up and down arrows moved it a day, page up and page down moved it a month or something along those lines. In pick lists it would help to have the current time be a starting point - currently it begins at midnight.

    Furthermore, any reasonable date format would be acceptable. Feb 1 was just as good as 2/1/2020 or 2/1. (This has improved recently but there are still some conditions that are not as flexible as they had been.)

    6 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Transfer notes and cases

    When deleting a user in the Administrator you are presented with a prompt to "Transfer Notes to Another User". I don't see anything in the Help or User Guide that provides details about this prompt. I suggest that the prompt advise that you are transferring private notes. It currently implies that all notes will be transferred. Similar suggestion for the case transfer prompt.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Integrtaion with Slack or an allowance for a insystem chat app

    SalesForce has a product called Chatter
    Slack allows for this type of integration.
    So either allow integration on Live & legacy OR create an insystem chat app?

    21 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  6. An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.

    An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  7. Email follow up task

    In my experience with emails we tend to send and wait...assuming that the recipient will return the email or follow up in a timely manner. Right now I send an email from Outlook or Maximizer and then create a task in the future as a reminder that the email was sent on a specific date and I am expecting a response. It would be helpful that I am prompted to create a task after I send/reply to an email from Maximizer or Outlook. The task would be applied to the record for which it was originated ie: address book, opportunity,…

    3 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Global Edit

    Would like to see an "Add" feature when doing a global edit- full access.
    Currently only option is to replace

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  9. integrate with Asset Map

    Is integration with Asset Map availableÉ

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Partner portal

    Increasing the fields visible in the partner portal from 20 fields to 30 fields. Ideally lifting the restriction totally

    3 votes
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  11. Wordpress Users (or Gravity Forms entries) to Maximizer

    Zapier is excellent to connect these things up but there is only an option for Maximizer (Canada). I need to connect my Wordpress forms or users to Maximizer. Is there a solution that I'm missing?

    1 vote
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  12. Reckon Accounts Hosted Integration

    Reckon Accounts Hosted Integration
    Integration with Reckon Accounts Hosted to bring in accounting data. Similar to MYOB Integration

    3 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  13. Combine Address Book, User-defined fields, Notes, Documents, Contacts, Hotlist, and e-mail in one view.

    The desktop version of Maximizer enabled the user to view 'tiles' of the Company/Individual/Contact record in the Address Book with User-defined fields, (other) Contacts, Notes, Documents, Hotlist, and an Outlook display -- all in one view, without switching screens.

    As you know, the Maximizer LIVE screen enables the user to see the Address Book data and User-defined fields, and EITHER the (other) Contacts, or Notes, or Documents, or Hotlist, with no view of e-mail.

    I've gotten used to this limitation, but I would be able to work much faster if the lag-time between switching screens between Contacts, Notes, Documents, Hotlist,…

    3 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow us to filter widgets in custom tab

    The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live

    Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live
    Currently there are iPhone/Android Apps to scan business cards which can import directly to iPhone Contacts and SalesForce CRM. It would be nice if these apps could work with Maximizer CRM Live. The option should exist to add the card info as a "Lead" (for a brand new lead) or add the contact info to an existing Address Book Entry (company), as a new Contact for that specified Company. This would help eliminate a great deal of data entry work, on an ongoing basis.

    5 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow Birthdate Field Mapping For Outlook Contact Sync

    Similar to the previous idea of being able to customize the mapping for address fields when syncing between Maximizer and Outlook, it would be ideal if we could also have the Birthdate field sync with contact records in Outlook so that we do not have to rely on creating recurring hotlist tasks in Maximizer for Birthdate reminders.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. VOIP integration with ring central

    there used to be the ability to have incoming calls pull up the Max customer or t omake phone calls and log them using Max.

    Would be nice to have that feature

    1 vote
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  18. 4 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  19. Global edit of Territory

    Ability to do a global edit on Territory instead of having to do a territory alignment to update this udf.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  20. Make the next action field actually show the next action

    One of the features that I thought would be simple that is lacking is the ability to do a search of records for a given criteria (eg. from a certain partner or referral source or for a certain product being sold) and then when choosing the columns to spit out for a report have the next scheduled action and it's day in that report.
    The 'next action' field is currently just a data box that has to be manually filled out every time and as such is really quite useless. What I would like to see is the next action…

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