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Feature Suggestions for Maximizer CRM

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59 results found

  1. Drag & Drop Emails from Outlook to save inside Maximizer

    Right now, dragging an email from Outlook saves only the subject of the email.

    173 votes
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    Declined  ·  6 comments  ·  Email  ·  Admin →
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  2. Ability to access alternate email address if contact has multiple emails

    If a client has more than one email address the only way to use the alternate email is to open the contact window and then cut and paste the alternate email address.

    143 votes
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    6 comments  ·  Email  ·  Admin →
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  3. Allow preview of merge fields in emails / email templates

    Would be great if you could preview the merge fields, like you can do with the letter merge fields, when using Emails and Email templates.

    118 votes
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    4 comments  ·  Email  ·  Admin →
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  4. Outlook integration. When you save an email to Maximizer with the Outlook integration plugin

    An option to uncheck related contacts by default in the Outlook integration webaccess.

    When you save an email to Maximizer with the Outlook integration plugin, Maximizer shows the companies or contacts which are related to the email addresses from the email you would like to save to Maximizer. In case of a lot of companies/contacts that are related to the email you have to uncheck multiple times. (10 to 15 times in my case)

    it is annoying and more effort than checking the one contact you want to save to. An option that makes the contacts being unchecked by default…

    81 votes
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    4 comments  ·  Email  ·  Admin →
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  5. Include attachments with email templates

    The email templatges are great and save a lot of time. A nice improvement would be the ability to store a template with mutiple attachments. This way if my template is a meeting confirmation then the attachment could be a map of the venue.

    This is important for Financial Services clients who cannot rely on their clients to follow links to files and must be able to show the content of correspondence.

    67 votes
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    3 comments  ·  Email  ·  Admin →
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  6. 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

    65 votes
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    3 comments  ·  Email  ·  Admin →
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  7. Email Window Integration - Performance Improvements

    As a support technician for Maximizer we are constantly getting complaints regarding the effects on performance of Maximizer when users open the Email window in the product.
    Quantity of email, visibility of other profiles and more recently and becoming more common, hosted email services are all root causes to the problem.
    We have exhausted all configurations to find ways around the issue but to no avail.
    This issue does need serious reviewing as it is having a big impact on our users and the success of our solutions.

    63 votes
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    5 comments  ·  Email  ·  Admin →
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  8. Maximizer CRM 12 Web Access has reduced email functionality compared to v. 11

    In previous versions of Maximizer CRM Web Access, there was a Menu link that allowed us to view emails in our Inbox.

    Although Maximizer CRM 12 Web Access is much improved over previous versions, for some reason, this functionality has been removed!

    This is critical functionality that should not have been taken away from Web Access users. Maximizer Web Access 12 users on the Windows platform can use the Outlook Add-In to handle their email. Mac users can now only send emails: they can no longer save emails to Maximizer CRM 12 Web Access!

    Please restore this functionality as soon…

    60 votes
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    4 comments  ·  Email  ·  Admin →
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  9. Trouble finding Opportunity/Case when saving email from Outlook Toolbar

    This comes up from different customers for different reasons, but it is essentially the same issue. The user can't easily find the correct record to save the email against.

    If the user has "Confirm when saving email" turned on (which I would always recommend doing anyway), the initial list returned may not show enough unique information to identifiy the correct record to save the email against.
    This becomes more a problem as the length of the initial list returned grows as the sort order is not obvious.

    To help find the correct record you can use the manual search feature,…

    39 votes
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    2 comments  ·  Email  ·  Admin →
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  10. Auto delete emails option from outlook when saving emails from the outlook toolbar for web access.

    The outlook toolbar for the web product needs to be improved so it has similar functionality to the current email window in Maximizer for legacy based users. Please include an option to automatically remove/delete the email from the inbox after the email has been saved.

    35 votes
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    1 comment  ·  Email  ·  Admin →
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  11. Have an option to start outlook when you click on an email address in the webaccess

    Have an option to start outlook when you click on an email address in the webaccess like the mailto: links.

    32 votes
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    3 comments  ·  Email  ·  Admin →
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  12. 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.

    30 votes
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    0 comments  ·  Email  ·  Admin →
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  13. Outlook integration

    Outlook integration, it would be nice if when you opened an email in Maximizer that it opened in Outlook automatically. Vs sending the message from Maximizer.

    24 votes
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    0 comments  ·  Email  ·  Admin →
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  14. Please have an option to attach a user's auto signature to an email retrieved from a template.

    At a company that shares many form email templates, retrieving the template overwrites a user's email auto signature. It is a pain to have to save a copy of every template for each individual user so that their auto-signature is included. Please make an option to include the current user's auto signature at the end of an email retrieved from a template.

    22 votes
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    1 comment  ·  Email  ·  Admin →
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  15. 19 votes
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    0 comments  ·  Email  ·  Admin →
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  16. 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.

    18 votes
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    1 comment  ·  Email  ·  Admin →
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  17. Update last modified date when saving email from Outlook add-in

    When saving an email with the Maximizer Outlook add-in (Windows and Web ) the Last Modified Date of the record does not get updated. It should be.

    18 votes
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    0 comments  ·  Email  ·  Admin →
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    Declined  ·  Joseph Hui responded

    This is one of the fundamental behavior in Maximizer. When Notes and Documents are added to a record, the “Last Modified Date” is untouched.

  18. 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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    Under review  ·  1 comment  ·  Email  ·  Admin →
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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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    0 comments  ·  Email  ·  Admin →
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  20. 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?

    15 votes
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    Declined  ·  0 comments  ·  Email  ·  Admin →
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