Feature Suggestions for Maximizer CRM

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  1. Subject line Warning

    Is it possible to get a warning when the Subject Line in an email is empty ? Currently you can send an email with a blank subject line from Maximizer but would be great if we can get a warning in case we forget to add a subject or continue without a subject line.

    3 votes
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      0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
    • 5 votes
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        0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
      • Carbon copy email logging

        When emailing from the Maximizer web client and logging is set to "Send a copy of this message to myself" is enabled and "Send as" is set to separately the system currently sends a carbon copy of all emails being sent. I suggest just sending 1 for either "separately" or "One email".

        4 votes
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          0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
        • Default Attachments Linked to Email Templates

          We are just wondering whether we could make a suggestion on email template. We are sending out the same attachment to a specific email template every time, so we are thinking if we can have default attachment linked to the text email template could help us a lot. Please let me know what you think and whether that is achievable or not, hope to hear back from you soon. Thank you.

          21 votes
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            0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
          • multiple email concern

            if my contact has multiple emails and i send an email, it sends to all of the emails that contact has. i would like the option to send to the primary email only.

            2 votes
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              0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
            • Email Font - Calibri

              In the email font preferences 'Calibri' isn't an option to select. It can be selected when writing an email, just not when setting preferences. Please can this be added?

              3 votes
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                0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
              • e mailing a separate company from a client data base should stay in client data file

                When we are emailing our insurance company and want to save that email in the clients' data details, we email out of the client file. However it saves it in the Insurers. That's the paper equivalent of putting the paper files in another file and just adds more work instead of keeping it simple. On the prior 2017 crm version we could save that e mail in our clients file.

                1 vote
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                  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                • saving email to more than 1 contact

                  When saving an email to Maximizer that includes 2 or more Maximizer Contacts, the selection box that pops up to select contacts to save to only includes a single contact by default - usually the email sender. Would it be possible to include all the Maximizer contacts included in the email to save time looking up multiple people.

                  6 votes
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                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • UDF's for email templates (or word doc templates) that are universal to all files

                    There are environmental parameters (ie: interest rates, market indexes, etc. that are universal to all client files, but are changing dally or so frequently that it is often impractical to edit document or email templates for these changes prior each time you use them. Can we get a category of UDF's that we can update, that are universal to correspondence, rather than associated with any one file? IE: Email and document-specific (aka "correspondence" UDF's?

                    6 votes
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                      0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                    • Email templates provided with subscribe and unsubscribe by Maximizer

                      I would like a tutorial on how to customize the templates provided by Maximizer called Basic, Side Bar and Two Columns already equipped with the links to unsubscribe and subscribe. A how to showing where company logos and images are imported etc

                      1 vote
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                        0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                      • Saving an email to a contact

                        When I save an email to a Contact, there is no way to tell which result is the Household and which is the Contact attached to it, if they are both named the same (which is often the case with us). If I do a search it will show me which is which but I really don't want to have to do an extra step. See attached screen shot.

                        3 votes
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                          0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                        • Android native email connector

                          We need a way to be able to create an opportunity from withing native android email the same way as office365 web version (outlook is useless on android if you can't flag an email as complete)
                          +1 for the idea of Creating a native mobile app for Android too.

                          1 vote
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                            0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                          • Preference Center design/branding

                            The default Preference Center (where the user manages subscriptions etc.) looks quite dated to the end user. Could we please have some options for branding, styling or designing the Preference Center? People expect a more coherent brand experience than we can currently offer.

                            7 votes
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                              0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                            • Multiple Email Addresses in a Single Email field

                              Like most other products do it would be good to be able to enter multiple email addresses into say the Email 1 field, separated with a comma (,) or a semicolon (;). This would cater for communicating with both people in a couple

                              50 votes
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                                1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                              • Emails: Allow Send Email and Save to Maximizer "Company".

                                Our company currently tracks everything by the "Company" field in Maximizer, using latest 2017 version. When we send emails from outlook a pop-up box only gives us 4 options: Send Email, Send Email and Save to Maximizer Contact, Send Email and Save to Opportunity, Send Email and Save to Case.

                                We need to have another option: "Send Email and Save to Maximizer Company". Because the option is currently not there, we are forced to do a multi-step workaround, and this is much more time consuming as compared to the last desktop version we were using. Please implement this, it will…

                                56 votes
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                                  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                • Eblast_Bad Emails

                                  Would like to change the following:
                                  When sending an eblast it skips only the bad emails instead of stopping the entire eblast from going out.

                                  3 votes
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                                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Email Template shows my email templates vs all email templates

                                    When you are going to send an email and you click on the Email Template Icon you are shown the available email templates. I would like to have the option to see only the email templates that I have created vs all of the email templates that are available. Similar to how in the View menu I can go to Column Setup and choose to show All Column Setups or just My Column Setup.

                                    7 votes
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                                      0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Save and track global edit

                                      I would like to be able to globally allow e-mails to be saved into Maximizer by having a new menu to allow all e-mails to be automatically saved under whether you decide to save them per contact or household level.

                                      Currently saving each and every incoming and outgoing client e-mail for each user via "save and track" is much too time consuming. We need a way to globally edit it.

                                      4 votes
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                                        0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Convert to to PDF when emailing documents

                                        It would be ideal if we could save word documents to maximizer and have an option that would convert the document to a PDF when we send by email.

                                        We save word Docs to our clients profile and often need to email it the client. We have to either open it and save it as a pdf before sending which then puts it out of Max for record keeping or we convert the doc to a pdf and save it at the same time as saving the doc.

                                        How much easier and space saving it would be to be able…

                                        12 votes
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                                          0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Conditional merge fields in email/word merge processor

                                          Allow IF...THEN.. ELSE conditional block structures within the content of merged messages. This would allow existing field data to be assessed as each merge content is generated and then only display the given block of content if that condition is true/false.

                                          eg: {IF [Title] = NULL THEN "Dear [First Name] ELSE "Dear [Title] [Last Name]" }

                                          6 votes
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                                            0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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