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Feature Suggestions for Maximizer CRM

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30 results found

  1. Import interactions

    We would like the ability to import interactions and notes, and specify categories, date, time, owner and text. The current note import supports just the text field.

    6 votes
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  2. Webforms should have option to bring entries in as Leads

    Instead of only being able to add new address book records, the webforms should be updated to have the option to create Leads.

    6 votes
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  3. Allow more than 5000 characters in notes

    The character limit of 5,000 when entering a note for a client is far too low!! I'm constantly running up against this limit and having to make other arrangement (e.g. save separate document in files, split the note into two separate notes.

    This is very frustrating as it makes following a set of notes much more complicated. This problem can be alleviated by increasing the limit to 20,000 characters or more or no limit at all!

    1 vote
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  4. Partner portal dashboard

    Partner portal dashboard :

    Please enable the basic dashboard for Partners which is required.This will help them to forecast and work on the pipelines.

    1 vote
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  5. In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners

    In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners

    1 vote
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  6. Multiple partner email addresses

    I suggest a warning be issued when using an email for an address book entry flagged as a partner so that it doesn't accidently link data together that probably shouldn't be.

    6 votes
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  7. Excel import restriction by module

    I need to give access to certain users to excel export their opportunity or service case, but want to restrict address book download. I need to have a track on user level data export to excel.

    1 vote
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  8. VOIP Ring Central. so you can call from in max and record. had it before now gone

    So you can call from in max "Make a call" and record results. Had it before now gone. all the key features are there. Just can not call from in max. Used to have screen pop up with caller. Gone to eh!

    1 vote
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  9. Increase the granularity of Security Setup

    Today, we discovered that the ability to opt-in email types is tied to the "Modify System Tables" privilege. This privilege also give the user a number of other rights such as the ability to delete contacts - which we don't want to do. At the moment, I would be happy to have this one piece changed but ultimately, I think it would make sense to have a look at security as a whole in terms of what improvements could be made. For starters, more granularity in general, possibly add field level security and the ability to make changes to more…

    1 vote
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  10. Improved readability of dates

    I run a camping booking system on Maximizer. It would be great to be able after keying in the booking days to search and/or read off arrival days for my customers by the day (text) and not by a numeric.
    eg. Arrive: Monday, 26 October 2020, instead of 26October2020. Small issue I know but for me it would be very helpful better able to visualize. :) Tks Ben Barton Mt Barney Wilderness Camping www.mtbarney.com.au

    1 vote
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  11. Partner Portal Performance

    Partner Portal performance is very slow. Slow to load and slow to login. Performance needs to be addressed

    3 votes
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  12. Default entry management in web access

    In the new web access default entry management under settings there are two problems:

    1. There is no way to access a users default note or default document for any module. This is also removed from win access on on-premise admin.

    2. In MaxLive we are not able to global edit default entries, which works on on-premise.

    6 votes
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  13. 9 votes
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  14. Partner portal

    Increasing the fields visible in the partner portal from 20 fields to 30 fields. Ideally lifting the restriction totally

    3 votes
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  15. calendar

    Holiday Editor. I use to be able to edit holidays on the calendar. I can't do this anymore - plus... the old ones I added years ago cannot be removed! Please can we have the Holiday Editor back.

    6 votes
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  16. Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer th

    Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer there, company out of business. Otherwise you could have sales reps removing viable company information all because they don't want to call. .

    4 votes
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  17. MailChimp - allow 'Unsubscribe' to synchronize with Maximizer

    If a user unsubscribes in MailChimp then they are removed from synchronization, but there is no way to tell in Maximizer if that user unsubscribed.

    This could be a problem with GDPR now in place.

    E.g. A marketing agency uses MailChimp but the sales team email from within Maximizer. If a user unsubscribes then they may still receive mail from the sales team that isn't wanted.

    Please add a feature to allow the 'Unsubscribe' in MailChimp to synchronize with Maximizer.

    40 votes
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  18. Items level security

    We need to be able to hide or display items of table fields (UDF and basic field) based on security groups.

    144 votes
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  19. Find free time missing from hotlist tasks

    In windows access we had a Find Time control in the create hotlist dialog. This is missing from web access. We need it back.

    25 votes
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  20. Adding items to a table field in Edit Mode

    When in edit mode, I don't have the ability to add an item in a table field. This is important when gathering new information from a customer. When I'm on the phone with a customer it is important to be efficient with their time and my time.

    30 votes
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