Feature Suggestions for Maximizer CRM

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  1. Allow us to filter widgets in custom tab

    The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Birthdate Field Mapping For Outlook Contact Sync

    Similar to the previous idea of being able to customize the mapping for address fields when syncing between Maximizer and Outlook, it would be ideal if we could also have the Birthdate field sync with contact records in Outlook so that we do not have to rely on creating recurring hotlist tasks in Maximizer for Birthdate reminders.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. Global edit of Territory

    Ability to do a global edit on Territory instead of having to do a territory alignment to update this udf.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  4. Outlook - address book integration

    it would be nice if maximizer could sync with a specific address book folder just for maximizer data. This way one could keep the original outlook address book folder distinct from the maximizer one. This would be very helpful to avoiding duplications of contacts.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow for customization of any fields I want to show in auto emails for service cases

    Currently the Service Case email receipts only show X data.

    You should allow for customization in the ADMIN section in regards to all the fields I want to show as well as add LOGIC

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow for drag and drop for company documents

    we do not use this feature as it takes for ever to upload 100+ documents 1 at a time when you go thru a new Rez across the board.

    you should allow for dragging and dropping folders with sub folders just like Dropbox.com

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow for mass upload in Knowledge Base

    it is really painful to have to upload each document one at a time.

    zen desk allows for drag and drop multiple files, same with zoho

    1 vote
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  8. Search leads option when saving email

    Add a "Search leads" option when using the Outlook add-in "Save to Lead" function, for saving an email to an existing lead where the email addresses do not match. Similar to when saving to contacts, opportunities and cases.

    6 votes
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  9. Better User-Defined Field Management


    • Ability to select multiple UDFs and delete them

    • Ability to select multiple UDFs and move them

    • Ability to duplicate UDF Folders

    6 votes
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  10. 1 vote
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  11. Titlecase Function For Formula User-Defined Fields

    Example

    [HW] = example field

    TCASE([HW]):

    hello world = Hello World
    Hello world = Hello World
    hello World = Hello World
    HELLO world = Hello World

    2 votes
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  12. 1 vote
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  13. Scrollbars For Long "List" Indicators With No Click Through On Dashboards

    Or allow resizing that's longer than the current browser window.

    1 vote
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  14. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. "Replace" Function For User-Defined Fields

    An option to replace an already made field, keeping the same name but changing the field type.

    Without the need to delete, re creating it and re adding it to an contact key field.

    7 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Export to Excel to the lIst under Actions

    Rather than just having a small icon, add "Export to Excel" in the list under Actions in the navigation bar

    3 votes
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  17. allow a contact to be added from the Hotlist

    A new company contact can only be added from the Address book, not the Hotlist window, whereas I spend most of my time in the Hotlist

    3 votes
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  18. Import - duplicate checking for companies and individuals with company names

    When you import a database, it will not find a duplicate company if that entrant is an individual, only if it's a company with a contact

    3 votes
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  19. Take out the words "To do" in hotlist task

    An empty box should show up when you go to start a new task, so you don't have to delete the words "To do" each time

    5 votes
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  20. Don't add extra lines between paragraphs when copying text into note

    Extra line spaces should not be added to notes when they are being copied from another program (like an email) into notes

    1 vote
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