Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Customer Service Module - ability to remove billing fields

    It would be useful if it was possible to remove the billing fields in a customer service case as a lot of customers who do use the module, have no need to enter billing information and makes the screen look overly complicated.

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  2. Global edit customer service cases

    Sometimes you need to resolve multiple cases at the same time. The current global edit does not allow you to update the "Resolved by" or "Solution Notes". It would be ideal if the Global edit dialog included the fields to correctly close multiple cases.

    62 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    8 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  3. Viewing past cases

    Cases used to open in a pop up window, this no longer happens. There are many times when you are on a call to a customer and they refer to another case/call. You cant just look at these, but have to make the customer wait while you close the case you are dealing with, switch screens and open.
    Making the customer wait while having to wait for screens to refresh and finding past cases/conversations is a great concern

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  5. Date Last Case Created - show me range of companies with last case(s)

    A large part of monitoring Customer Service Tolerance is to be able to look at the Customer Service Cases thresholds as a reporting point.

    Ideally to be able to do a SEARCH, Last Case Creation Date and extend a report showing LAST '5' Cases Created, so that you can measure Case Volume Sensitivity and set case threshold notifications, would allow organizations to deploy sensitivity treatment activities and be more customer intimate

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  6. set up a dependency relationship between 2 UDFs

    set up a dependency relationship between the two UDFs--for example, if you select engine "A" in the first UDF, then the available horsepower options in the second UDF is filtered to display only the options applicable to engine "A".

    25 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  7. customer service merge

    We have identified a few times where a customer has called in and the items they report are very similar, and would like to be able to merge a customer service file with another one that is assigned to the same entry. Similar to how you merge two individuals.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  8. Customer Service Process

    Create Customer Service Processes similar to Opportunity Processes in 2017. The ability to create various process for servicing various products/services would be a great feature. Also include the stage time gaps UDFs also to track the progress of the service cases.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to choose the resolution date when resolving a case

    Provide the ability to choose the resolution date when resolving a case. Default to current date but make the field editable.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Customer Service Case Status Timeline

    Please add a timeline for tracking the progress and time for the Status on Customer Service cases. Basically, provide a bar similar to the Opportunity Stage timeline for Customer Service cases.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  11. Provide "Contact email" as Basic Fields for Address Book Entry

    Provide "Contact email" as Basic Fields for Address Book Entry

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  12. All Cases, My Cases, My CURRENT Cases, why isn't there an ALL CURRENT cases options?

    As stated there is an All Cases, My Cases, and My Current Cases options, in Customer Service, but to get All Current Cases, you have to load all Cases and then filter it, which takes extra time. It would be GREAT if there was a one step option like there used to be.

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  13. transfer case

    Option to move an existing case to a different address record. Perhaps the "duplicate current case" could request the address record you wish the case to be duplicated against.

    22 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  14. 'Save email to Maximizer Cases' - identify required case

    I sometimes (in most cases) having a problem to use option 'Save email to Maximizer case' from outlook. As I understand, after you confirmed sender address, which syncs with Maximizer contact address book, it could present you with a massive list of cases that were send and stored to the sender. Even after you've used 'Search cases' option, and identified the required case you want to attached item to, it'll return back to the same list.
    1. Sometimes, your identified case is not on that list - I assumed its a bug.
    2. The list doesn't have a specific order…

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  15. Method to link related customer services cases

    There are occasions when the same issue is reported by different customers. It would be useful to have a method to link related service cases so that it's easier to find and resolve all the individual cases.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  16. Outlook toolbar "Create Case" should allow entry of key fields

    The 'create case' option in the Outlook add-in should allow full entry of the case - UDFs, basic fields and all key fields.

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to add Time Stamp as a data field in column view for cases created

    Customer Service module captures the time stamp when cases are created and resolved but we do not have the ability to add to the column view as a data field for exporting which is needed at our company.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  18. When adding a case only allow 1 category

    When adding cases it would be good if the option existed to select that category was single select

    33 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  19. Customer service case at the record level there should be ability to control Full Access and Read Access for the users

    Currently there is no access control on the customer service cases

    due to this for the mid size and bigger organizations find difficult to manage with this limitation of Maximizer

    Preferably there should be Record Level Access control similer to Address book

    or similer to opportunities (team concept)

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  20. Customer Service Option> Show ALL Active Cases (for CS Managers or companies that share service cases)

    Right now, in the customer service module, you can view ALL cases (whether open or closed) view MY current cases (which only shows you cases that you have set up that are active) or you can view MY cases (which show all of the cases you have set up open or closed)

    What I NEED (and it would stand to reason that any customer service manager would need) is a view of CURRENT CASES, regardless of ownership or who created them. I NEED to be able to see all active cases, without having to view ALL cases. This seems like…

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base