Feature Suggestions for Maximizer CRM

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  1. Conditional mandatory on system fields

    We are able to create conditional mandatory fields on UDFs. What about system fields like First Name, Last Name and Email Address? All three are required for Sync with MailChimp = Yes.

    Example - I want to force First, Last and Email to be mandatory if Sync with MailChimp = Yes.

    9 votes
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      0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    • Note Entry following Meetings

      In the financial version, entering client meeting notes is critical component following meetings. Right now we complete the meeting and there is a follow up Task/Meeting option. We would like to add the ability to "Add Client Meeting Notes" to this pop up window. If the user selects this, the notes window will open allowing the user to enter client meeting notes for the client meeting that is being confirmed. Nice and easy vs having to go back to client when completing the task or meeting.

      4 votes
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        0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
      • Insurance Tab

        I would like to see the insurance tab on the contact page become customizable.

        1 vote
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          0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
        • Printing Completed UDF Fields for a contact, company or individual

          In the Maximizer Desktop program, a feature was available to print all completed udfs for an record. All that was required was to open the UDF window and form the right click menu you have the option to print all completed UDF fields for a record (see attached screen shot). This was ideal for government agencies because all government agencies need to keep a paper trail of personal information recorded in an electronic database. In the web version of Maximizer, this print feature is no longer available.

          4 votes
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            0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
          • Additional "Date Last contacted" type fields.

            We have had a few requests to have better "Date Last Contacted" information
            Ideally can we get a set of automatically updated date fields for "Last Emailed", "last appointment", "last phoned" etc as well as the umbrella "Last Contacted" field.

            9 votes
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              1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
            • Suppress Lead options when adding new AB entries

              There needs to be a system flag to indicate whether the Sales Lead option is being used or not, and if not then the options to create a Company/Indiv/Contact Lead should be suppressed in all places as when accidentally selected can cause great confusion as to why fields are not appearing in Keyfield views

              9 votes
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                0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
              • Folder structure for emails

                Create a selectable mandatory field option so that outgoing and incoming emails can be saved to pre determined categories.

                Current situation of simple time and date stamping of emails under a contact makes finding historical email conversations painful & time consuming.

                If users don't want to be able to save under user created categories then they can deselect the option.

                But if selected, the sending and saving cannot occur unless a selectable field is ticked as unless its made mandatory users will not save to categories unless it is mandatory

                16 votes
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                  0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                • Regarding the position field It is too short. Increase the field from 79 to 150.

                  Regarding the position field It is too short. Increase the field from 79 to 150. Importing from another source I receive the error and nothing is imported. Contact -> In column Employee Title mapped to Position: The cell value 'Vice President & Director, Floating Technology Applications (Floating Oil & Gas Solutions)' is too long to fit in the field, which fits 79 characters

                  3 votes
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                    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add a default filter criteria option to Quick Search

                    Many of the results returned in a large database covering different geographic regions or department or business unit, are irrelevant to the user pewrforming the search. To assist with this, have a tick option to the right called "Default Filter" where you can set an Advanced Search style set of criteria that are always applied in addition to the current Quick Search being executed. For example:

                    Category = Customer
                    AND
                    Account Manager = [Current User]
                    etc.

                    As a tick option a "global" search could quick by toggled on and off, but at least most users could get most relevant results…

                    12 votes
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                      0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                    • Search by Area Code

                      In Maximizer CRM Windows Access, we were able to search by Area Code. This is not possible in Web Access.

                      In Windows Access, searching for 514* would return all phone numbers that had 514 at the beginning. In Web Access, searching for 514* returns not only 514-***-xxxx, but also numbers like xx5-14x-xxxx.

                      Users frequently need to search by Area Code. Please implement this in the next version of Maximizer CRM!

                      Thanks very much!

                      15 votes
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                        1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                      • mass delete of notes after a search would be a great improvement

                        mass delete of notes after a search would be a great improvement

                        1 vote
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                          0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • Back-date the note on a Global Edit

                          When performing a global edit on maximizer, the option to also put a note at the end of your global edit is helpful, but you can't backdate the note to a different date. Thus if you are performing an edit on multiple contacts where the event occurred in the past, you are stuck having to go through each individual contacts notes to backdate the note to the appropriate date.

                          10 votes
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                            0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                          • Use Google Maps directory information to populate basic Company fields

                            When using an device that is location aware, or otherwise via an embedded map screen, present the known Google Maps data at that location for use in updating or creating a record, including:

                            Street Address
                            Business Name
                            Phone Number
                            Web Site

                            15 votes
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                              0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                            • Ability to change default font in Notes

                              Currently the default font for notes is Times New Roman. We would like the ability to change this because we prefer to have all our notes in Tahoma, size 2.
                              Please add this feature.

                              18 votes
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                                0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                              • Automated Email that will notify clients of lease expiration

                                Automated Email that will notify clients of lease expiration. System would send emails out depending on rules you setup when Lease Expiration is about to happen.

                                1 vote
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                                  0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • Schedule multiple call-backs with one click

                                  Once every week, I select a group of contacts to email. Then I follow it up with a phone call a few days later.
                                  I can easily select the list
                                  I can easily send separate emails to everyone on the list
                                  But my suggestion is:
                                  Make it easier to schedule a callback and Priority for everyone on the list (usually my list is 20-40) without having to schedule each call back separately.

                                  4 votes
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                                    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                  • The Date Last Contacted field- intelligent global edit needed for existing databases

                                    The Date Last Contacted field would be very useful- except for the fact that, as a brand new feature, almost my entire database is blank on this field. There needs to be a way to do an intelligent auto-update global edit for this field, setting it to whatever the last time a note was logged for the entry. That would be VERY useful, as I cannot see any value in having this field otherwise (except for people who are just now getting started creating a Maximizer database).

                                    9 votes
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                                      0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Duplicate checking on UDFs

                                      We have duplicates in our database and we need to clean them based on an UDF (Customer Number). We can do it by sorting the records by Customer Number and using "Find duplicates in list" feature. It works good !
                                      But we cannot avoid users creating new duplicates because the Duplicate checking doesn't allow to check on UDFs.

                                      55 votes
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                                        0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Notes - No horizontal scrollbar

                                        There does not appear to a horizontal scrollbar in the Notes dialog since the release of 2017 - resizing the window appears to be the only way you can read text that has gone off screen and to move back to the left you can only use things like the Home button.

                                        7 votes
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                                          0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 26 votes
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                                            0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
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