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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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 -
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 -
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 -
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 -
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 -
More ways to contact clients - telegram, whatsapp, etc.
For each phone number, i can configure a number of services - phone, telegram chat, telegram call, whatsapp call, etc.
System wide, i select which services we use with clients, and an associated icon and URL scheme. You would prepolulate with telegram, whats app, skype, the rest are up to us.
On the contact details tab, instead of just a phone icon, which uses the tel: URL shcheme, there are also iconds for skype, telegram, whatever else I set up.
Further, for services not using phone numbers for addressing, they can be listed as "Communications" rather than "PHone" but show…
2 votes -
Opportunity Duplicate Checking.
Add a "Find Duplicates in List" to the Opportunity window with identical functionality to the option already in the addressbook window.
1 vote -
Alternate address Phone numbers
Add a Phone Number field to alternate addresses.
Often we will have companies with a number of alternate addresses/Offices but no way to store separate phone numbers for different sites1 vote -
Default Entry for Saved Search and Column Setup
Right now, setting up a Default Entry for Saved Searches and Column Setups is not available. Since there is already Default Entry options for Address Book, Opportunities, Customer Service, Notes, Documents, and Interactions, there should be one for Saved Searches and Column Setups
1 vote -
1 vote
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MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.
MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.
The system doesn’t currently allow email to be a Selection "type" for New Interactions, even though it has been added to our list in Settings.
1 vote -
Retain format of phone notes when opened in Notes section
Phone notes appear unformatted when view as a regular Note in the Notes tab. Make the phone note formatting consistent whether viewed in Notes or Interactions
1 vote -
Allow individuals to change the default "read and full access" within the "add a note" feature
For Advisors and Assistants (or anyone who works with a team), allow the default "read access" and "full access" to be changed. Our team wishes to have team access when they "add a note" to a contact. Otherwise no one else can see it
1 vote -
Standard procedures.
Address book entry can just be the start of a procedure to add a new customer. There might be visits to arrange, emails to be sent, opportunity's to create, letters to be mailed etc.
All of which could appear on a check list to ensure fullness of data.
Some tasks may need to be carried out later than the initial entry, But NOT time and date stamped to reflect the reality of administration.
A pull down list of customisable "Active procedures" would enable anyone to cover in a colleague's absence and ensure that correct company procedure was followed.
The task…
1 vote -
Make complete item in drop-down field appear
Currently, the drop-down field of a table UDF in a Key Fieds set is too short to see the complete text of an item. Please adjust such that either the field is wider or the complete text of the item pops up. Checking and unchecking the items is inefficient. (From Rick Bofinger/Jerico Financial)
1 vote -
Being able to add a contact to multiple businesses
If you could select multiple businesses to add/update the same contact person at the same time instead of 1 at a time, would save a LOT of time.
1 vote -
I am complaining about bugs and new features which are terrible and taking away old features which was great
the new maximizer software rolled out in june 2022 is terrible, there are bugs: search function and changes to features which are terrible (elimination of notes as the center of the contacts data. taking away feature of typing the contacts name in the address field to get me to it without going to search.. )
you guys are adding new features which is stupid (eg interactions tab), taking away features such as search right on the contact addr which is unbelievably stupid.
i would FIRE all of technology developers who tried to fix what is not broken in the attempt…
1 voteLogging notes will be added back into the product.
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