Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
77 results found
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Leads - mandatory option for basic fields
It is possible to set Mandatory fields in other modules for basic fields, but the option is not available for the Leads module.
A customer provided an example of the fact they have 2 teams handling leads - 'Team A' creating Leads and then 'Team B' processing the Leads further.
It would be beneficial for the customer to have the option to make some basic fields in the module mandatory.
6 votes -
Cascading company web address to all contacts of that company by default
Currently when you add a new contact to an existing company in Maximizer, the company address cascades through to the contact by default. However the web site address doesn't and you have to manually add it. In 99% of cases the contact's web site is the same as the company's unlike the address which is often different, so can the contact's web site automatically default to the company's please?
5 votes -
Create ability to move a task and/or interaction from one contact to a different one
Would like to be able to associate a hotlist task with a different contact - change it from one contact or company to another without having to recreate it.
5 votes -
I like the map view in the mobile app, when will this be available in the desktop?
being able to view my search result in the either the grid or a map
made on behalf of a customer request. upvote if this interests you
4 votes -
Apply household information to contact view
Allow fields from the household to carry down to the contact level. The same way that a household address applies to all contacts, apply this to UDFs as well.
4 votes -
Reasonable Workflow to Add Photo to Contact
The one place I never have a photo to add to a maximizer contact is on my computer. Yet the only way to add a photo is via upload from my computer.
What I actually want to do is copy a photo from a web page, or copy a link to a photo from a web page, and paste into the image control. If i do have the photo on my pc, drag and drop it into the image control.
4 votes -
Notes Associated Entry - ability to update or move the note from one record to another
It would be great if we could either update the name in the Associated Entry column in Notes or be able to move it - sometimes things get placed in the wrong area or under the wrong name - it is extremely time consuming and tedious to have to move each one by re-entering all that info!
4 votes -
transfer files between contacts
sometimes erroneously add file to the wrong contact - would like to be able to simply move vs delete and repost
4 votes -
Include Related Entries as widget on Custom Tab
Allow related entries to be shown on the custom tab in the contact list.
4 votes -
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 -
mass delete of notes after a search would be a great improvement
mass delete of notes after a search would be a great improvement
4 votesNot clear what is this for, Why would you want to delete notes after a search?
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Please make alternate addresses searchable. Otherwise this function isn't helpful for mailing.
Please make alternate addresses searchable. Otherwise this function isn't helpful for mailing.
3 votes -
Interactions printed out like the old note report
The note report was perfect in the past as I could select one customer and print the detailed note to forward to a manager with all the customer details such as address, email and phone included. It was what I used before Interactions feature was added. I do like the interaction feature as this makes it easier to log the calls, but I need to generate the details for one specific customer to send to my manager. I really need this ability instead of copying and pasting my interaction to notes it is redundant to have to do this extra…
3 votes -
Insurance Tab
I would like to see the insurance tab on the contact page become customizable.
3 votes -
Interactions - option to not save emails
Emails now save to Interactions, rather than Documents. With this change, the option to NOT save emails was removed.
Could this feature be re-added? If not as a personal preference then as an option to be enabled by an Administrator.
3 votes -
Set preferred email address
Currently, if a preferred email address is not in the top field, I copy/paste to show this. Can you let us pin the best option the way phone numbers & Addresses can be assigned to use for entry?
3 votes -
When a company is surpassed a certain time period, does Maximizer have a rule set up where we can automatedly transition that company from o
For our business model, a company and its contacts are with an account manager for a 2-year period then it gets switched over to an in-house manager. I would like to see a rule where it automates this transition.
3 votes -
Do the least you can do for contact export to gmail
Please do the least you can do to support those of us who use gmail to get contacts into gmail.
Maybe a document on how to do it manually with an export and import with all the steps and how to deal with updates.
Maybe just a "create vcard from contact" feature which we can send to ourselves with a button click and add to our gmail address book?
3 votes -
Add Favorite List dialog to default to Default Entry of user
This dialog defaults to logged-in user despite security setup and default entries. Make this dialog follow logged-in users' default entries.
3 votes -
Automatic incrementing field type
A field type that when added to a client has the next available number.
Ideally starts on null like the Yes/No field (unless set as part of a default record), and if selected populates with the next available number.
Option for number of digits (to pad with 0's eg 00004) and start value.
Needed for creating user friendly client ID's etc3 votes
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