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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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 -
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 -
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 -
ability to use email templates on the mobile ap. It would be a real help!
The mobile app would be far more helpful if I were able to pull templates into outgoing emails while on the road with my phone.
3 votes -
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 -
Search Company in Maximizer Connect add in
The financial services industry and others actually regularly save emails to Company records and not specific contacts. A lot of companies we deal with actually save emails to Company records. Not being able to save to company in a toolbar that is otherwise excellent is a gap in functionality.
3 votes -
'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 -
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 -
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 -
One-way contact Synchronization to Gmail Address Book
Either:
- each contact or other address book has an "add/update to gmail" button. it updates the contact with a "maximizer label in gmail". I do this manually.- the above but for a favorites list or some other query. Anything in the list replaces contact in gmail when I press the synchronize button. It happens only manually.
Or even a button for each address book entry (worse than above but workable) — make vcard for contact entry. it etiher downloads to my desktop or you email it to me or something.
Why do I want this?
Because I use google…
1 vote -
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 -
Email delay on hotlist task
Implement a delay on email when a task is created – if the task is for a week or so out – the email gets sent when processing occurs - near time.
We would prefer to be able to assign a task and send an email closer to the date the task is required to be completed.
1 vote -
1 vote
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1 vote
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Would be nice if you can have a voice over text feature on the desk top version. It would be nice when typing emails etc.
voice over text option for Maximizer - desk top version.
1 vote -
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 voteThank you for the suggestion. We will consider this feature in a future release.
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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 voteSince we introduced interactions, emails will not be saved to notes. All emails will categorized as interactions.
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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 -
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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