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
-
Contacts to automatically inherit UDFs from Company/Individual
If a certain UDF is blank at the contact level, then just inherit the value from the same UDF at the company/individual level
117 votesCould you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.
-
Undo option when you Make List Current
How many times have you spent time manipulating data in Maximizer and clicked Make List Current only to realise that you meant to Invert Selection first? Yes this is a user error but oh so frustrating. The ability to go back (undo) to the previous list would be grately appreciated.
57 votes -
Be able to drag and drop a contact into a different Company
I sometimes have multiple companies that are part of the same corporate intity. If would be handy to be able to drag and drop a contact from one company to another without having to reenter them. This would include all of their notes and emails, etc. to follow them.
25 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 -
Printing Notes with HTML layout
In the Windows client it should be possible to print notes with the HTML formatting. (Ideally this would be an option of the current print to dialogue).
30 votes -
Different relationship type for the reverse link
If you create a relationship and choose to "relate in reverse order" you are assigning the same type description to both links. This means example like Parent Company or Owner do not make sense from the other direction. This tick box should open a 2nd drop down and relationship pairs should be able to be pre-defined or use assigned.
13 votes -
Move multiple contacts to a different company at once (instead of one by one)
I am cleaning up my contact database and have many contacts that need to be moved to new companies. Instead of doing it one-by-one, it would be so much easier if I could select multiple contacts and move them all at once.
12 votes -
Field Validation
Maximizer CRM needs field validation such as is available in other CRM's. Ex: Postal Code Canada: A9A 9A9; Postal Code US: 99999 or 99999-9999; Phone number Canada & US: 9-999-999-9999
14 votes -
Default Entry - Make the COMPANY default entry dialogue box not to import the fields entered into the CONTACT default entry dialogue box !
Default Entry - The company will have reception telephone and fax, as headers for specific entry of details, the contact will have other numbers, DDI, Mobile, email, Skype etc. But there seems no way to divide the two. Entry into the company default is fine then enter the specific basic header data into the contact default and it then appears in the company default also? AAAAAhhhh
9 votes -
Hide Inactive Contacts
Instead of deleting a Contact from the database outright, the user should be able to flag a Contact as "hidden". This allows the Contact's historical information to be retained without cluttering the active Contact list. A "Show Hidden Contacts" checkbox could be added similar to the "Show Hidden Fields" checkbox has been added to the UDF tab.
154 votesYou can create a custom field (UDF) and then set it to True or False. Then using Advanced Search you can filter whether to show entries based on this custom field (UDF).
-
Support "Friendly" Company Names
In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" or "IBM" and be taken to the same record.
97 votes -
Related Entries Description in Column setups
The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).
15 votes -
Separate "automatic" Notes from "manual" Notes.
The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.
52 votes -
Category field on Notes dialog.
Can the Category value in the notes dialog have a mandatory option please
11 votes -
"Move Selected Contact" button to workstation version
It would also be nice to see the "Move selected Contact" button in the web version to the workstation version - I am NEVER able to get the drag and drop to a new company to work , it's a nightmare. When I found the "move selected contact" button in the web version I was so happy , and then confused as to why it's not in the workstation version
63 votesMaximizer is making changes to its product line up that involved the impending discontinuation of the Windows client, in 2016. Windows client users can continue to follow the standard upgrade path to Maximizer CRM v2016, due out in late fall 2015 and then remain on that version for as long as they choose. Over time, support for CRM v2016 will cease, and the customers will have to make a decision between migrating to a solution like Web Access or Maximizer CRM Live or continue with an unsupported solution.
We encourage customers, to continue the dialog with Maximizer Software about any potential product requirements or otherwise, which would help facilitate an easy migration to Web Access or Maximizer CRM Live. -
Dynamic Favorite Lists
Favorite Lists that use a catalog search. You would be able to associate a favorite list with a saved search (or catalog search).
3 votes -
Add a photo to contacts or individuals - Maximizer CRM Entrepreneur
I see this popular idea was added to Group and Enterprise. Can it be added to Entrepreneur?
15 votesMaximizer Entrepreneur was discontinued
- Don't see your idea?