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Feature Suggestions for Maximizer CRM

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46 results found

  1. Tasks - implement UDFs in this module

    Currently, if you want to add something custom to tasks (like a Task Reference number) you need to manually write it into the body of the task, or use another field that isn't for the original purpose.

    Would it be possible to implement the usage of UDFs in the Tasks module?

    3 votes
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  2. Tasks - implement security for the Priority field

    It is currently possible for any user to adjust the Priority of a task.

    Would it be possible to implement security on this field so that it either can't be changed, or one of the user roles like CS or Sales Manager is required to change the priority?

    3 votes
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  3. Tasks - increase Priority field character limit

    The current character limit for Priority in the new Tasks module is 3.

    Would it be possible to increase this limit?

    Even to something like 6, it would allow for greater variety and options in this field.

    3 votes
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  4. Tasks - additional following windows when opening records

    In the new Tasks module, it is possible to click on an AB entry in the 'Name' column, as well as a Case or Opp in the 'Regarding' column, to see further Details as well as the Timeline for that entry.

    This is a great feature, however it is limited to only Details and Timeline currently.

    Could you add the capability to view the other following windows?

    3 votes
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  5. Add "rolling date" option to tasks menu

    It would be great to add an option to set a “rolling date" range in the tasks section……part of the custom date like in hotlists

    This is available in hotlist section but is there somehow to set it under the task menu as well? It would actually be a great idea to add this anywhere that dates are an option but especially to do list sections like hotlist/task/activities/etc

    3 votes
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  6. s.hunt@pathwaze.org.uk

    Currently in a task you can only assign it to one user, but it would be handy to assign the task to a group/team or select multiple users

    1 vote
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  7. Completed Task - remove strikethrough

    Remove strikethrough from completed tasks. The strikethrough makes it difficult to see the information in the completed task. Change the strikethrough to another indicator (checkmark, color etc)

    1 vote
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  8. In the New Tasks screen add the ability to edit categories

    We should be able to edit the categories in the New Task screen. For example, add persons for the Task to be assigned to. Add options to the Regarding, Category and Result drop down box so we can customize this to our business.

    2 votes
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  9. Add colors to Task Dashboard

    I would like to be able to add colors to the Tasks in the Dashboard to make it easier to see tasks at a glance and also assign tasks.

    2 votes
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  10. Add columns in Task Dashboard

    I would like to be able to add additional columns to the Task Dashboard. For example, add a Status column where a task would switch from initial, to in process, to pending etc. depending on the status of the task.

    2 votes
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  11. I would like to send a task email to someone who is not a user. Our office used a shared in box for our shared tasks s

    Our office used a shared inbox for our shared tasks. since that email is not associated with a person - we have to work around the system to send tasks to our shared inbox. Our team works parttime and everything needs to live in on place -for the shared work load. your system is based on individuals with their own work load - can you introduce some flexibility?

    1 vote
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  12. The 'regarding' field when setting up a task should be an editable drop down list

    The 'regarding' field when setting up a new task should be an editable drop down list. Currently it only says 'opportunity' or 'case' but personalizing it would enhance the task feature

    2 votes
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  13. Recurring future Tasks

    It would seem that having ALL future activities available to see would be beneficial to managing tasks.

    1 vote
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  14. Recurring tasks added to client's activity tab

    Right now, when setting up a recurring task for a client, it only shows in the task list. We need the recurring task to show up under the client's activity tab so when we view the client's information, we can see what is coming up!

    4 votes
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  15. Notes of Hotlist default to Public

    Right now, when you create a task under a contact, if the contact is assigned a security group, the task itself defaults Full Access to Public. Adjust it such that tasks created for a contact follows the contacts' security settings for Full Access and Read Access.

    1 vote
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  16. Completing more than 1 task

    When completing more than 1 task you can literally watch each task being marked completed with a check mark. It is not intuitive that the user can browse away from the process and continue working in Maximizer. I suggest having the routine complete in the background similar to the Global Edit where once it is initiated the user is prompted to continue working in Maximizer

    3 votes
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  17. Modify Task Date on Action Plan Tasks

    User is applying an action plan to a batch of 200 contacts. The plan has about 7 tasks in it spread out of 10-12 days. This user can call through about 50 such tasks a day and then wants to modify the dates to future dates in batches of 25-50 entries. Right now these tasks are not impacted by the Modify Task Date command. All that is needed is a control to indicate whether action plan dependent items should be moved along or not.

    9 votes
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  18. Change contact on hotlist task

    Would like to be able to associate a hotlist task with a different contact - change it from one contact or company to another.

    8 votes
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  19. 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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  20. Global Edit option in the Hotlist Edit menu

    A big issue I have with the Hotlist is the lack of a Global Edit option in the Edit menu, as I’d like to be able to select multiple records & alter the Priority field value on them to get more out of the system in terms of my daily planning. There is an option to Modify Task Date but that does only apply to Tasks & not Appointments, when it should work for both, & I'm guessing that the same constraint applies to the Reassign option as it's heading when selected is "Reassign Hotlist Tasks", so this whole Edit…

    3 votes
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