Feature Suggestions for Maximizer CRM

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  1. Outlook Integration - syncing reoccurring appointments

    The Outlook Integration can synchronise re-occurring appointments, but only if an end date is included.

    If not then it causes problems, either the appointments won't sync (other than the first one) or the subsequent appointments can be deleted in Outlook (if Maximizer Override is selected).

    It would be good to have a warning included that comes up if reoccurring appointments are started without an end date, otherwise users might be oblivious to this problem.

    8 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  2. integrate with excel

    Please add the add in for excel so i can add excel documents in my address book and save in that window rather than download and save and up load. version control is a nightmare

    6 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  3. We really need you to integrate with address standardization software.

    We really need you to integrate with address standardization software.

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  5. Option to import an Apple Contact Info into Maximizer Contact

    Import contact info from an Apple Contact into Maximizer Contact

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  6. Email logging security

    Currently when you modify the full/read access when saving an email from the Maximizer Outlook toolbar it still logs the note by default as public. I suggest that this be modified to honor the full/read access selected when saving the email document in order to maintain security standards.

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  7. Zapier integration with the Leads module

    Zapier integration with the new leads module is currently not available, would be great to add this endpoint for the leads module for integrations moving forward.

    50 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integration with Dropbox/Possibly allowing folder uploads to documents

    I noticed that there is no way to upload a folder into 'Add a Document'. When I am looking through hundreds of files under a contact/individual's address book entry, I would enjoy having everything organized into folders, making it easier to find.
    Is it possible to add that feature? Or perhaps integrating Dropbox so that a third party could take the brunt end of the storage space.
    Let me know if this makes sense, or if there is a way to upload folders and I have missed it...Thank you

    10 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  9. Save email to Opportunity in the Maximizer Outlook App

    Currently, you can only save an email to an Opportunity in the desktop version of Outlook using the Maximizer tab.

    It's not possible to do this using the Outlook integration in the App Directory - please can we have this functionality as non-Windows Office 365 users rely on the App to integrate emails with Maximizer.

    21 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Go Cardless

    Direct Debit processing

    4 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  11. Integration with Appointedd booking software

    Create an integration with Appointedd booking software so that all bookings can be synched to CRM contact details

    2 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  12. Azure Active Directory

    It would be fantastic if we could integrate SSO with Azure AD. It allows us to expand SSO without poking holes in our firewall as well allows us to continue putting in applications already used with Azure AD SSO. This is something we use for Adobe products, etc. already.

    6 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  13. Integration with Act-On Marketing Software

    Similar features to the Hubspot integration, but some ideas that would be useful:

    Ability to schedule regular data syncs between Act-On and Maximizer
    Push form submissions from Act-On to Maximizer
    Allow users to view hot prospects in Maximizer
    See website and email activity history for individual contacts
    Campaign steps in Act-On that can create tasks in Maximizer
    Set email alerts for website visitors in Sales territory

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  15. Open a docx document and save it back to Maximizer word document (update in stead off creating a new copy)

    When you open a MS Word document from Maximizer you can edit this document. But when you save this document back to Maximizer a new copy is added to the documents tab in Maximizer. We would really like to see a save option to update the same document in Maximizer.

    Because on opening the document in MS Word, the name is changed by adding tmp to the name it can't be updated back to Maximizer.

    24 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Make AMGR_Opportunity trigger and the CS documentation compatible

    The trigger AMGR_tr_INSERT_Opportunity_View and the Customization Suite > SQL Views and Data Tables > AMGR_Opportunity do not agree. The Customization Suite says that Strategy_Id has a value of 4294967295 when there is no strategy. The trigger has an equivalent @Strategy_Id variable defined as int, but int cannot accept the value 4294967295. Either a lower value represents no strategy (CS documentation), or the variable should be declared as numeric(10,0) (trigger).

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  17. Text message integration

    An app that allows me to choose whether to post a text message to the notes of a maximizer user.

    7 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  18. Word add-in: Option for convert to PDF and save to Maximizer

    An option in the Word add-in under the Save to Maximizer button to "Convert to PDF and save to Maximizer". Similar but slightly different to the other excellent PDF requests on here.

    12 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  19. Printing labels or envelopes off CRM Live 2018

    The current process of printing an envelope or label is long and tedious, unlike the crm 2017 editor based printing which was much quicker. In our business -travel medical insurance sales- we still develop a lot of paper documents to be mailed out along with our annual wall calendars.
    Surely there is a quicker way of getting an envelope or label printed. since I'm not the IT guy, that's your forte.

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  20. suggestions link from maximizer

    It is great having a Suggestions Link to this site within Maximizer. But each time I have to then Sign In to vote or comment. Is it not possible to have the Suggestions site to recognise me when I hit the link from within my Maximizer?

    2 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
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