Feature Suggestions for Maximizer CRM

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  1. Mass Emails

    during our busy time of the year.. we tend to have up to 700 clients per month to contact. as of right now.. there is a character limit for the To: , BCC, or CC . would be nice to have this unlimited which will allow us to send as many client an email at a time.

    12 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Reminder Templetes

    Should have more features to customize the reminder emails sent to clients. option to add and remove difference options to better customize our templates

    10 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Show/Manage Outlook Email Folders in within a window in Maximizer CRM Live

    Ideally, Outlook Folder System could be rendered and managed from within Maximizer CRM Live.

    Essentially, if you could map the Outlook Exchange Account folder List inside a single window in CRM Live, (mirror a list of mailboxes inside CRM Live, and have it allow preview, that would be good and useful.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add DKIM Support for Emailing via Office 365 (and others)

    As more and more clients use modern SMTP servers and route their Maximizer emails via services like Offices 365, it is becoming more important to support modern email authentication systems to ensure emails actually go out. DKIM is such a system and Office 365 expects it: https://en.wikipedia.org/wiki/DomainKeys_Identified_Mail

    Clients like Thrive are seeing emails get missed because just setting the SPF record is not enough for Microsoft to fully approve emails as being legitimate.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Email should log attachment name to notes

    In Maximizer Live address book the native email functionality has the ability to log email to notes. The logged not at this point does not include reference to the attached file name. This should be included in the note so that clients can refer back to specific files which they may want to store outside of the CRM due to large size.

    9 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Outlook integration for Leads

    Add the ability in Outlook to save the following to leads also:

    Received Emails
    Contacts
    Sent emails

    3 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. The option to CC and BCC on mass emails (that are sent out separately) would be awesome!

    When sending out a mass email, separately so each individual gets their own, there is no way to cc or bcc anyone. It would be great if this feature were possible - so the contact that is cc'd can be copied on all the emails that were sent out separately and be able to keep up with those clients.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. When sending an email to a list, a feature that detects when multiple recipients have the same email address, and option to save preferences

    When sending an email to a list, particularly with Households, sometimes by request, multiple recipients will share an email address, so then they get 5 of the same email. It would be great to be able to detect when multiple records in a list have the same email address, then option and catalog those preferences.

    This would allow households to receive the email only once.

    8 votes
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  10. 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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  11. 5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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.

    24 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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?

    12 votes
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  16. 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 →
  17. 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 →
  18. 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 →
  19. 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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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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