Feature Suggestions for Maximizer CRM

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  1. System Information

    I would like to be able to move the System Information window and set it to open by default

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. Change black favicon to a green one so we can see it.

    Please change the favicon for Maximizer Live. It is currently black so when you drag the IE page down to your taskbar, it is black on black and becomes invisible. If you changed the favicon to the green that you have in your logo at the top of this page, then it would be visible and easy to Identify.

    The Maximizer website favicon is green so why not the Maximizer Live website too?

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. Include attachments with email templates

    How amazing it would be to be able to create email templates that include file attachments.

    To be able to eliminate the tedious navigation for files that are sent out regularly would make life so much simpler.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  4. If we could save excel files to Maximizer the way we are able to save word documents.

    I open between 6 and 10 excel files each week. Make small changes then the process, <save to desktop> <open address book entry> <drag into documents> <save> <then back to desktop to delete the file>. Yet with word we can just save the word document to the address book entry, one step instead of five.

    10 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Transfer notes and cases

    When deleting a user in the Administrator you are presented with a prompt to "Transfer Notes to Another User". I don't see anything in the Help or User Guide that provides details about this prompt. I suggest that the prompt advise that you are transferring private notes. It currently implies that all notes will be transferred. Similar suggestion for the case transfer prompt.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. Global Edit

    Would like to see an "Add" feature when doing a global edit- full access.
    Currently only option is to replace

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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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  8. 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 →
  9. 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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  10. 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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  11. 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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  12. 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

    4 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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  16. 1 vote
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  17. 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

    5 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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  20. 1 vote
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