Feature Suggestions for Maximizer CRM

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  1. Email Campaigns need tracking clocks and replies

    At this moment the email campaign are tracking only opens and unsubscribes. But more important is having the clicks tracked since they show the level of interest too. The replies need to be tracked also for better accountability.

    4 votes
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  2. Move phone calls and emails back to notes sections

    Phone calls and emails need to be moved back from interactions to the notes tab as it is no longer possible to all of your manual notes with emails and phone calls...

    4 votes
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  3. Indicate inbound/outbound emails in Interactions

    Right now in Interactions, you can differentiate between inbound and outbound calls. Please incorporate a feature to differentiate between inbound and outbound emails.

    1 vote
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  4. Autosignature handling

    Using autosignatures is great, enabling you to share email templates for consistency in appearance from all users, EXCEPT for 1 thing. When you choose to change to a template that is not set as your default, it replaces the default message template with the new one, BUT DOES NOT reattach the autosignature. The end rersult is that you have to have multiple personalised templates for everything else other than the default standard template - the same issue you have if not using autosignatures - very stupid & frustrating!

    6 votes
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  5. Add the option to only save sent emails in Outlook to contacts' notes, not documents.

    Add the option to only save sent emails in Outlook to contacts' notes, not documents.

    1 vote
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  6. increase the email save with attachments to greater than 10 mb

    Please increase the email save with attachments to greater than 10 mb. It should at least be as much as the document download limit of 50 mb.

    1 vote
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  7. Ability to add fellow Maximizer users to an email being sent to a client

    When sending emails to clients through Maximizer, there is no functionality to include a fellow user as recipient. You have to remember and then type the full email address. There is no way to search for users and add them as CC or BCC.

    Please add this so we can work easier as a team.

    3 votes
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  8. automate reminder emails

    Automate emails to individuals (not lists).based on their individual activity date. (multiple emails over time leading up to their activity date) Pick the template and schedule the send.
    What is not productive is taking the time to schedule an activity for a human to physically come back at a later date for the human do the email. Thanks for all you do at mazimizer.
    Campaings are clunky and cumbersome.

    7 votes
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  9. 1 vote
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  10. Disable multiple attachments when saving email

    There is an option to include attachments when saving emails from Outlook to Maximizer but this is only available when saving 1 email at a time. When selecting multiple emails the feature is disabled. I suggest making it available for single or multi email selections.

    3 votes
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  11. 1 vote
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  12. 'Logged into the server successfully...' error

    The following error has occurred previously when using the Outlook integration:

    'Logged into the server successfully, but there was an unknown error processing this request.'

    This error has come up on a least a couple of occasions - saving email to Maximizer, or when just accessing Preferences - but it doesn't make it clear what the problem may be.

    Could the error handling be adjusted in a future update to eliminate this sort of error?

    3 votes
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  13. Allow Adding an Individual to a Template Campaign when in Address Book Tab

    Hi Maximizer,

    I think it is rather cumbersome if you are in an invididual record (address book tab) and you have to click on Email Campaign just to enter someone into an Email Campaign Template. In some of the older versions of maximizer you were able to enter someone in though pushing a button in address book and selecting the individual.

    This was much more convienent.

    Thanks for considering my suggestion.

    http://www.marabellafinance.com

    Cell (760) 803-6464

    Resectfully,

    Chris Marabella - Marabella Commercial Finance, Inc.

    1 vote
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  14. Send appointments automatically

    Have Maximizer send email/sms appointments automatcially based on date/time

    4 votes
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  15. Email logging details

    Currently, by default, emails sent from a Maximizer service case or opportunity are automatically saved to the respective case or opportunity as well as the contacts documents linked to the record. This is doubling the amount of data stored in the database. There is an option in the email Logging Details...to modify this but only for that specific email. By default, the next email sent from the record will revert back to the default logging to the contacts documents. I suggest that the logging selection remain as selected for the type of record until it is changed. This would function…

    3 votes
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  16. Encryption of Email or Attachments

    There should be integration with application to encrypt emails or attachments. In this day and age, there is expectation that the emails are encrypted.

    3 votes
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  17. Assistant Email or Email Address 2/3 Auto Send in CC in Bulk Messages

    Would be ideal if a client's assistant can be automatically cc'd on all correspondences either using one of the email fields or a UDF. Would also work if multiple emails can be added to Email 1 field separated by comma or semi-colon.

    15 votes
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  18. When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them

    When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them. We often make profiles for couples and they both would like to receive our emails.

    1 vote
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  19. 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.

    15 votes
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  20. 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

    13 votes
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