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Feature Suggestions for Maximizer CRM

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76 results found

  1. 4 votes
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  2. 4 votes
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  3. phone call interface with MS Business Voice to replace Skype for Business

    Link in Phone Calls presently with Skype for Business only. Would ;like to see the integration with Microsoft Business Voice.

    4 votes
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  4. 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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  5. ShareSync

    Sharesync integration would be great, thanks

    3 votes
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  6. Update Microsoft Word Integration installation instructions

    Update the Microsoft Word Integration installation instructions so they are similar to to the ones provided for the Outlook add-in. Line #3 appears to be missing ie: 1. Click the Download button on this page to start the download.
    2. To start the installation immediately, click Open or Run this program from its current location. To Save the download to your computer for installation at a later time, click Save or Save this program to disk.
    3. To configure Outlook Integration for Maximizer CRM Live, copy the text below and paste it into the Maximizer CRM Live URL field when…

    3 votes
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  7. Outlook Integration - saving emails to new and existing contacts

    Currently if you try to save an email to Maximizer including a distribution list that includes existing contacts and new contacts, the integration only detects the existing entries and doesn't bring up the 'create new entry' dialogue.

    The only way around this is to manually create the new contacts in Maximizer first.

    The suggestion is for the Integration to be able to detect existing contacts, but also provide the 'create new entry' dialogue as well.

    3 votes
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  8. Google calendar integration doesn't include related attendees

    I've set up my Google Calendar integration. It works. Google calendar has a feature to identify the invited party (in addition to the person scheduling it). When I look at the Maximizer appointment, I see the scheduler's email address but not the email address of the invited parties in Google. Kind of defeats the purpose because I already know the scheduler (me).

    3 votes
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  9. 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?

    3 votes
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  10. Add in contacts

    Adding records to Maximizer through the Outlook or Gmail add-ins should honour mandatory and default field requirements. There are too many holes left in data that can be missed if this is not completed at the point of entry.

    3 votes
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  11. Integration with Hootsuite

    Does Maximizer has any integration with any social media management platform such as Hootsuite? Is this in the works? Is there any workaround?

    3 votes
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  12. outlook integration customization

    The ability to choose what happens when emails are sent or received. Example, create a follow up task.

    3 votes
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  13. outlook integration

    Adding the outlook integration tool considerably slows down outlook. Typing lags, program pauses (better than before when it used to crash). but, we are losing significant processing speed and time while working in outlook. If I remove the add in it works just fine, as soon as I add it back in the system slows down/freezes and is the same on several of our office machines so it's not just my computer. We're using the last outlook integration...we uninstalled and re-downloaded whatever was available on Maximizer around Mar13'24

    3 votes
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  14. Stop throttling Zapier with 13 minute intervals

    I have been wondering why some of my Zaps take so long to trigger so I put the question to Zappier Support and was informed that Maximizer has written it into their API to not allow further triggers to access the server for another 13 minutes.

    So while my Zappier account polls every 2 minutes, Maximizer will hold any triggers that it receives for 13 minutes from the last run trigger before it will accept the next batch.

    So basically, from your first zap run of the day, the work your zaps are expected to do will be run in…

    3 votes
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  15. outlook add in is very slow

    I know you rolled out a new outlook integration on Feb29'24. That has helped to keep outlook from crashing, before that it caused so much crashing I had to remove the outlook integration add in. But, the new one is very slow, even though I have it set to synch every hour, it is slowing up my computer every few minutes. We need another upgrade.

    3 votes
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  16. Monitor interactions in Zapier

    We currently poll for notes changes. We should do same for interactions. Use case is that a user has a specific type of interaction (face to face meeting) and they want to see the Last Face To Face Meeting Date in a UDF. The zap can update this like a trigger.

    3 votes
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  17. When searching for deleted users you can find them but can't do a global edit to remove them.

    When creating a contact in Outlook, add in the salutation field (Mr / Mrs) in Outlook so you don't have to go back into the contact in Maximizer and add it in afterwards.

    3 votes
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  18. Map Address Fields To Home Address With Outlook Sync

    Maximizer Sync allows us to map the phone number fields to Outlook when synchronizing contact records. However, the same is not possible for address fields. Instead, it defaults to adding all the addresses as a "Business Address".

    It would be great if the Maximizer Sync integration tool allowed us the ability to map the address fields as we so choose or perhaps give us the option of defaulting to either home or business. Ideally, we should be able to map the fields to any outlook contact field available in Outlook. It shouldn't be too difficult to implement this nice enhancement.

    3 votes
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  19. Reckon Accounts Hosted Integration

    Reckon Accounts Hosted Integration
    Integration with Reckon Accounts Hosted to bring in accounting data. Similar to MYOB Integration

    3 votes
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  20. is it integrated with Ring Central, Nice Incontact

    is it integrated with Ring Central for individual users and Nice Incontact for contact centre agents

    2 votes
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