Feature Suggestions for Maximizer CRM

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  1. 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.

                    4 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 →
                                    • Company library in Outlook toolbar

                                      The Company Library is a great, if underused part of Maximizer. If you were to allow users to attach documents from the company library to an email using the Outlook toolbar - then it would become instantly more useful to many users.

                                      41 votes
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                                        0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Mailchimp integration should be tied to/use the Do Not Solicit By field, AND the Canadian Privacy Law functionality

                                        The title says it all - these features exist but the product development has ignored them - seems crazy to me.
                                        This ties to another suggestion (http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2580675-do-not-solicit-by-enhancement) - these features should all be working together

                                        6 votes
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                                          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Office 365 add-in should have a Create Case option

                                          There needs to be consistency such that the Office 365 add-in should have the Create Case option & the Outlook toolbar should have a Create Opportunity option on it

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