Feature Suggestions for Maximizer CRM

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

      15 votes
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        1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
      • 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 →
        • Text message integration

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

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

            3 votes
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              0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
            • 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 →
              • 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 →
                • Office 365 integration Save Email to Documents Tab

                  The Office 365 integration is great in the ability to create an Opportunity, but the Save Email option is lacking in that it only saves to Notes, & not the Documents tab as well as it should, so attachments etc are available.

                  7 votes
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                    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                  • Turn OFF automatic attachment saving in the Gmail integration

                    Ability to NOT save attachments when saving emails with the Gmail integration. Or to choose on a per email basis.

                    6 votes
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                      0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                    • 4 votes
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                        1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                      • Attaché Software integration

                        We are currently using Attaché Software for our accounting and an integration between Maximizer and Attaché would be excellent.

                        1 vote
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                          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                        • A link to MYOB like the new Quickbooks link

                          In Australia the main players for Accounting Software are Quickbooks, MYOB and Xero. Would be great to see this integrated.

                          7 votes
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                            1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                          • Jira

                            Integrate with Jira to create work items from a Maximizer case, and allow viewing of the status of that item in Jira from Maximizer

                            4 votes
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                              2 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                            • Integration with Google Hangouts Chat

                              Would love to see an integration with Google Hangouts Chat (currently in early adopter status) to post updates to a room/channel instead of emailing notifications.

                              4 votes
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                                1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                              • Print/Save to Maximizer Directly Option

                                In a similar way that PDF Printers, & in particular the way Microsoft OneNote works, it would be great to be able to print/save directly into Maximizer from Word & Excel, or in fact any other program. My thought is that currently you can only save a Word document to Max, anything else you have to save it first to your your filesystem, then go into Max to attach it there so it's multi-step. If there was a Max Printer it could allow searching for an AB record (and/or Opp or Case), & perhaps format desired (might have to default…

                                9 votes
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                                  0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                • Synchronize the note body of a task

                                  When synchronizing tasks, the note body of the task in excel is dropped. We'd like to see this synchronize to Maximizer's note body

                                  1 vote
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                                    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                  • XML Export in Web Access

                                    It's essential to provide an XML Export capability in Web Access to provide data manipulation abilities not catered for in CSV export, in the process providing the ability to select fields as per another suggestion that exists. The Maxwin program must continue to be able to be run on the server in the meantime, although this doesn't help at all with Live clients of course.

                                    12 votes
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                                      0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Single Signon - Intergration with Active Directory

                                      Single Sign using users own Active Directory. This solves many things; it will save MAX support hr. It will make for a better End user Experience. It will also allow for better security.

                                      3 votes
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                                        0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Outlook Integration Requires 4K Display Support

                                        Currently, the outlook add-in does not display correctly on 4k displays with high resolution since the text that shows the contact an email is being recorded/saved to is extremely small.

                                        It would be great if they could recode the app to support 4k resolutions which are now extremely common.

                                        3 votes
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                                          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Create a Knowledgebase Article from an Email

                                          The Outlook & Gmail Integrations would be a lot more helpful if there was an option to Create a Knowledgebase Article from an Email

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