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
-
8 votes
-
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 -
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 -
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.
5 votes -
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]" }
7 votes -
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 -
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 -
Attachments
It would be helpful when sending an email, if we could view the attachments in the attachment line prior to sending it. Simply for added security that the right attachment was captured.
4 votes -
Add the option to request read receipt when sending emails from Maximizer.
In the financial services industry, it is very important to be able to request read receipts when sending regulatory documents to clients. Without this feature, we are not being compliant with the regulators and it forces us to use outlook instead of Maximizer, which is not efficient. Please add this feature.
13 votes -
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 -
Make it possible for email read receipts to be saved to a contacts record
Read receipts are critical components of maintaining communication records, especially in the investment/securities industry.
12 votes -
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 -
Save multiple emails from Outlook to Maximizer in a single step
When I select multiple emails for multiple contacts in Outlook and then execute "Save to Maximizer", all the emails are saved to all the contacts selected. I would have expected for each email to be saved to the corresponding contact.
12 votes -
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 -
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 -
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 -
Auto-fill in the persons email address as I type in the TO, CC and BCC fields
Kinda like Outlook, Mozilla or Gmail does it.
19 votes -
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
- Don't see your idea?