Feature Suggestions for Maximizer CRM

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  1. Reply to mobile email

    Currently you can only view saved emails in the mobile client. I suggest adding the ability to reply or forward emails as well.

    3 votes
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      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    • Improve creating a case on the mobile access

      When you create a case through the mobile access, you need 3 screens to complete the creation of a case. First a screen with the description. Then the screen with Products and Categories and other keyfields. For the Products and Categories you have to select a modify option on the menu button. E.g. you show the Description, Status, Products and Categories on the first screen. You can select a product through a dropdown (instead of a menu option). Second screen all the Keyfields. Users do not create a case through mobile access because of the many steps to take when…

      4 votes
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        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
      • Maximizer Mobile - Create Mobile Forms

        Create a new function in Maximizer Mobile - Create Forms. Forms are being used more and more these days being Google Forms and other Mobile apps. I think this would open up a great new feature for Maximizer Mobile and it would be great if it's also accessible via Maximizer Web. Creating a new Icon in Max Mobile called Forms. With this you can create forms with existing UDFs in Maximizer or create new ones. We have received a few requests for service techs in the field to be able to create a service tickets and capture signatures for the…

        7 votes
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          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
        • Edit the note properties (Date and Time) in the MobileAccess

          On creating a note in MobileAccess, users cannot change the note date and time, even when the user has the privilege of changing the note properties in the webaccess.

          A lot of user's use time and date to show the date of visits or other contacts with customers.

          17 votes
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            1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
          • add ring central

            ad ring central as a partner

            4 votes
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              0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
            • Moblie Voice Recordings

              The ability to upload voice recordings from your mobile phone

              9 votes
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                1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
              • Maximizer Mobile app - multiple currencies

                It seems in the opportunity preview on the CRM 2018 mobile app, the currency is ALWAYS in Dollars. We use ZAR (South African Rand) but it doesn't update in the mobile application. Please update Maximizer, so this is corrected.
                Only when you open the opportunity in Maximizer mobile does it show the correct currency you are working in. This is a system glitch that needs to be fixed.

                33 votes
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                  3 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                • Maximizer 2017 needs to have a mobile phone app that makes it more readable and user friendly (faster loading / easier navigation)

                  Maximizer 2017 needs to have a mobile phone app that makes it more readable and user friendly (faster loading / easier navigation)

                  7 votes
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                    0 comments  ·  Mobile  ·  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".

                    12 votes
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                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                    • iphone handling of alpha UDF's needs improving

                      If there is a text udf field with more than 36 characters with an iPhone you can't edit any further than the 36 characters.
                      Tap to bring up key board then hold to mark where the edit to take place. Drag to right and curser won't go past the box edge and the text won't scroll to the left. This was a problem on the old version and no change on the latest v2017R2.

                      12 votes
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                        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                      • Mobile App

                        It would be great when searching a company on mobile, to have the ability to view the contact's title when searching.

                        1 vote
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                          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                        • Mobile Access to have a Preference for whether to show blank keyfield UDF's or not

                          Often it would be of benefit to have all UDF's in a Keyfield setup showing, whether they are empty or not. Sure the option exists each time to hit the button to show the empty ones, but why not make it a Preference to take away the effort every time

                          3 votes
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                            0 comments  ·  Mobile  ·  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 →
                            • Show all addresses in the Mobile Access

                              Hi, We have customers who have set up multiple addresses per company. E.g. Visiting address, P.O. Box etc. In Mobile access only the selected address is listed. For mobile access mostly you go to the Visiting address. In Webaccess you will just use the PO Box address to merge to a document. So this is a huge conflict in use of the Mobile users and the users that want to use the addresses for Merges with MS WORD. My idea is to have an option to show each address in the Mobile Access, Users should each set it for themselves…

                              21 votes
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                                0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                              • Change the customization Resource_ID FLD_ABOOK_ADDR to multiple customization ID's

                                My request is to split the FLD_ABOOK_ADDR Resource_ID in multiple Resource ID's. When I customize this ID to a different value, Address line 1 and 2 will both be changed in the Mobile Access. The 1: and 2: that are displayed in the Mobile Access are not a part of the Resource ID. So we can't even change that part.
                                In the webaccess you can seperately customize the Address line 1 and 2. so this should be the same as the mobile access customization.

                                9 votes
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                                  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                • Workflow and field names for appointments on the mobile and full web version should match.

                                  Workflow and field names for appointments on the mobile and full web version should match. E.g. Description (full web version), Notes (mobile) version. Also given the importance of the 'Description/Notes' it would be better if the default wasn't to have this field collapsed, on the mobile version.

                                  6 votes
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                                    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Adding a task on the mobile and full web version differ but should be consistent.

                                    Adding a task on the mobile and full web version differ. when adding a task under a contact on the mobile you can toggle between 'Personal task' and 'Task with' however on the full web version you cannot.

                                    3 votes
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                                      1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Objective drop down in the opportunities module to match the non-mobile web version

                                      Should have the ability to select a dropdown, same as the non-mobile/full web version.

                                      34 votes
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                                        4 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add a conflict check for booking a resource via mobile

                                        We've encountered 'double booking' in a boardroom on 2 occasions now in the past few weeks because there is no conflict checking for a resource. For example if I set a meeting on my phone, and book a resource (boardroom) it will allow me to do so even though another user may already have the boardroom booked. We need a conflict check. Better still would be to have the option of seeing the resource in your calendar via your phone same as you do on your desktop/laptop.

                                        3 votes
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                                          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Update the search by label

                                          The mobile access opportunities search basic fields label Company should read Company/Individual. The search works for either.

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