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!
44 results found
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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).
15 votes -
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.
10 votes -
Convert Individual record - Copy all basic fields and UDFs to Company and Contact records
When we convert an Individual Record to a Company/Contact, the fields are carried over to the Contact record but not to the Company.
Example : The "Partner" field value isn’t carried over into the Company record, although it is available on the Contact record.
Please copy automatically all fields and UDFs to both records during the conversion or give the ability to choose manually which field to copy...
151 votesWe are considering combining Company and Individual to a new group called Account.
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New contact inherits UDF of campany
New contact inherits UDF of campany
72 votes -
Ability to Convert a Company to an Individual
In Maximizer CRM Live you can convert an individual redcord into a company record, but there is no way to convert a copmany into an individual. This was possible in older versions of Maximizer software, but the option has been taken away.
24 votes -
allow for the "links" menu item to be able to host file locations
allow for the "links" menu item to be able to host file locations (example: file://///mx-vm-01/nas//0 - PROSPECTS/)
16 votes -
Increase length of basic fields
Please add the option to increase the length of the basic fields or just increase them out-of-the-box. The amount of characters isn't enough.
9 votes -
"New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature
"New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature
30 votes -
Security Settings
Our Wishes to break down the "Address Book" Security setup since if you allow a user to delete or insert an address book entry it applies to all "Address Book" type entries ie. Companies , contacts and individuals. The customer would like the security settings to be setup independently for Companies, Contacts and Individual. We will appreciate it if you can consider this feature enhancement since it is not our first requestl
12 votes -
Google Contact Integration
Synchronize Contact list with Maximizer
37 votes -
Add an Asset Management Module
Understanding what clients have purchased and their respective warranty, service, and option history is essential for account management. We current use the "customer service" module for this purpose, however, it would be best if "ASSET MANAGEMENT" was a discrete module.
Assets could have UDFs that are application specific. They could be created from the products that are included in an opportunity. Once an opportunity status changes to WON, the information could be transitioned to a COMPANY asset.
This would add a life-cycle component that is very valuable, differentiates from other CRM, and saves time, and provides extremely useful information.
16 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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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.
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