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!
38 results found
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12 votes
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Partner portal
Increasing the fields visible in the partner portal from 20 fields to 30 fields. Ideally lifting the restriction totally
3 votes -
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 -
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 votesNormal sales reps shouldn't have the right to delete contacts.
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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 -
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 -
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 -
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.
33 votes -
Clear partial packets on remote sites when packet transport is incomplete
At times our remote users have a disrupted MaxExchange process while the packets are uncompressing. We want the system to automatically clear these uncompressed packets to allow processing to proceed, or at leat to prompt for deletion (which will have the same result). At it stands, these packets hold up processing until they are deleted.
60 votesMaxExchange has been retired
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An integration module for 3CX (Unified Communications)
The 3CX CRM Integration module is a Windows application that allows you to integrate 3CX Phone System with different CRM systems. The module provides out of the box integration with Salesforce, Microsoft Dynamics CRM, Sage ACT!, SugarCRM and Google Contacts. The integration with other CRM systems can be easily achieved by creating custom plugins. This functionality increases user productivity, enhances reporting for management and improves customer service levels.
Please add maximize to this list16 votes -
36 votes
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Created Date and Modified Dates to be available for Key Field selections
We would like to be able to add Created Date and Modified Date to the Key Fields for Accounts and Opportunities and these are only available to use in the column searches
8 votes -
Partner Portal: access to Customer Services cases
It would be nice to be able to access the CS cases from the client's record without going to the "CS module".
1 vote -
Lets talk about improving service!!!!
I've had many issues with Maximizer CRM 11. Currently I'm not able to open the software, very difficult to have a productive work day, when I cannot contact clients.........The tech department does not allow one to talk to a person!!!!! Maximizer does not respond to emails..... the sales representative that sold me the product will not return calls.......
1 voteHi Myron, I will ask someone to get in touch with you ASAP. Thank you for your patience.
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Change Default for Yes/No UDF
At present if a Yes/No UDF is mandatory, when creating a new company/contact the system will automatically allocate No as the default without prompting the user for an answer. Could this UDF always prompt for an answer if it is made mandatory.
17 votes -
Global Edit Users
A method to select multiple users, and global edit security rights, group/team membership, properties, user-defined fields, etc.
26 votes -
50 votes
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Inventory, Product Catalog
Ability to create and manage an inventory of products by clients.
115 votesRather than create this ourselves at the moment, our Professional Services team is able to integrate Maximizer with your inventory management ERP.
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