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!
59 results found
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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 -
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.
14 votes -
Outlook integration
The ability to move an email from one contact to another contact, including between company and contact and household. As of right now you have to go back to your email, locate the email and add it to the correct file, then delete it from the incorrect file. If someone else sent the email, then there is nothing you can do.
13 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 -
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 -
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.12 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 -
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 -
Maximizer Cloud "undeliverable email" message
I was showing a client how to create templates for use in the Maximizer Email Editor yesterday. She sent me an email and I never received it! Turned out that the email address she had for me in her Maximizer CRM Live was slightly wrong.
I asked her if she had received an "undeliverable email" message and she said no!
I tried it myself later on ... and I also received no message back that the email could not be delivered.
I searched in https://docs.maximizer.com/home/en-us/ for "undeliverable emails". No joy!
Any reason why users aren't warned if their emails are…
9 votes -
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 -
8 votes
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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 -
bulk saving old emails, syncing with Maximizer, when using the new version of Outlook
I am using the new version of Outlook. Maximizer will not allow me to 'bulk save' old emails, I can save emails 1 by 1 per client!!! However, this functionality exists for users who are using the old version of Outlook. I would like the same functionality.
6 votes -
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 -
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.
6 votes -
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 -
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 -
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 -
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 -
Send appointments automatically
Have Maximizer send email/sms appointments automatcially based on date/time
4 votes
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