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Feature Suggestions for Maximizer CRM

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76 results found

  1. Enforce mandatory fields when adding new entries from Outlook

    Enforce mandatory fields when adding new entries from Outlook add in

    12 votes
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    Under review  ·  1 comment  ·  Integration with other Applications  ·  Admin →
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  2. Integrations with WhatsApp and instagram

    You can add a widget window that allows to add chats with whatsapp and instagram

    11 votes
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  3. An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.

    An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.

    10 votes
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  4. I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to be easily add a note get the addres

    I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to easily add a note get the address entry pulled and see service cases, opportunities…

    10 votes
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    1 comment  ·  Integration with other Applications  ·  Admin →
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  5. Outlook Integration - assigning cases when creating

    When using the integration to Create a Case, it is not currently an option available to assign an owner.

    Could this option be added?

    9 votes
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    2 comments  ·  Integration with other Applications  ·  Admin →
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  6. A link to Sage 50

    9 votes
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    Under review  ·  1 comment  ·  Integration with other Applications  ·  Admin →
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  7. MailChimp Tags

    Can the MailChimp tags be added to the standard MailChimp integration with Maximizer?

    I see this being added as a single table user defined field into the existing MailChimp folder

    Adding support for this would allow you update and search in Maximizer the MailChimp tags

    9 votes
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  8. 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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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  9. Improved Integration with Google calendar

    We use google calendar as a way for some of the crews to access their daily schedules, get directions to the job and view a Dropbox link to view related files. Each sales person is linked to all the jobs scheduled for the day so that they know where the crews will be and can stop in at any job if they are in the area.

    1. I would like to see the output to Google calendar include the address of the client so that the mapping feature of Google Calendar will work.

    2. I am told that due to some laws…

    8 votes
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  10. add ring central

    ad ring central as a partner

    7 votes
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    0 comments  ·  Integration with other Applications  ·  Admin →
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  11. 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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    Under review  ·  1 comment  ·  Integration with other Applications  ·  Admin →
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  12. Parser for LinkedIn and/or XING

    A customer of us is interested in a parser that would extract information from XING and/or LinkedIn similiar to an addon he used for a different CRM software that he used before changing to Maximizer CRM.
    As XING and LinkedIn are getting more and more important for todays business it would be a great help to keep contact informatio up to date. A possible parser (might be an AddOn) would help them to add contacts/companies/individuals faster and therefore save money.

    7 votes
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    Declined  ·  1 comment  ·  Integration with other Applications  ·  Admin →
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  13. RingCentral Integration we wait

    7 votes
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  14. Zap pollling action that triggers just once

    I’ve created a zap that triggers when a case is polled and a field is set to Yes. I’m wondering if there is a setting that would trigger this zap only one time.
    ​
    The use case is this.
    ​
    I have a Yes/No field for ACCEPTED which is a specific request applied to cases. When a case is first set to ACCPETED = Yes we want this email to go out. That works fine as is.
    ​
    Later, if a user edits the case, the ACCEPTED value remains Yes and another email goes out. Can we suppress the 2nd…

    6 votes
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    1 comment  ·  Integration with other Applications  ·  Admin →
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  15. integration with Qqube

    Operates as a data warehouse tool that integrates with Quickbooks and others as well as crossfunctions with MS BI and other analytic tools

    6 votes
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  16. Option to import an Apple Contact Info into Maximizer Contact

    Import contact info from an Apple Contact into Maximizer Contact

    6 votes
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    Under review  ·  2 comments  ·  Integration with other Applications  ·  Admin →
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  17. Add Connectors for Power Automate and Azure

    Please add connectors to use in the MS environments so that we can have better automation than is provided through Zappier.

    6 votes
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  18. text messaging support

    I've twice in last month had existing Maximizer CRM clients want the ability to send a text from Maximizer to a contact's cell phone

    John Roberts

    6 votes
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  19. simple idea. When I set the time to 5;25P let the machine know I mean 5:25PM instead of having to back and redo the ; into a :

    4 votes
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  20. 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.

    4 votes
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    Under review  ·  2 comments  ·  Integration with other Applications  ·  Admin →
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