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Feature Suggestions for Maximizer CRM

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60 results found

  1. Highlighting following tab if data is present beneath it

    Can you highlight the tabs in the following windows, if there are any data behind them.
    E.g. if there are opps or cs cases or notes or documents, then show the title of the respective tab in bold or perhaps with a background color, so the user can see there are items in there without having to click it.
    This used to be the case somewhat in the old windows client with opps and cs cases in the following window on the bottom left, I seem to recall.
    The reason for this is, particularly with documents, that now all email…

    2 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  2. New 'User' UDF Type

    Addition of a 'User' UDF type that is basically a table of all current Maximizer users in the organization. We have several UDFs that contain users, such as 'Recruiter', 'First Contact Person', 'Last Contact Person', etc. When adding a new user to Maximizer, an administrator must also go to each of those UDF tables and add the new user to that table. If we could have a UDF type that just always contains all users in the organization, it would help remove that redundancy. Thank you!

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Individualized Campaign Start Dates

    I would like to be able to create campaigns with a flexible start date. For example, when a client receives an estimate and is added to the campaign, the campaign starts at the beginning for that client.

    Or, after a client signs a contract, a campaign could be used to send information to them at specific times prior to the project starting.

    Another vital use would be to assign a campaign to send follow up emails after a project has been completed.

    And being able to assign it to from an opportunity would be ideal.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Please move phone calls back to the notes section

    Please move phone calls back to the notes section, so all emails, calls etc. are in one section. Having the phone calls in the interactions tab is not ideal when I am looking for certain things.

    1 vote
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Share link to address book entry, opportunity, customer service case or other via email

    It would be nice to be able to send a link to a fellow user that would take them directly to an entry instead of having to make them search for it themselves. Such as when a client calls and reception emails sales about the call, they could include a link that would open on their phone, tablet or computer and after logging in, go directly to the entry.

    3 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Restrict Access to Live based on Working Days & Hours

    It would be desirable to restrict access to the Live system outside work hours eg from home, to reduce the chance of a disgruntled employee being able to take screen shots etc to take with them to a new job. In the Calendar/Hotlist Preferences page we currently have Work Hours & Work Days which could form the basis of this, simply with the addition of an option to "Restrict access to work days/hours".

    3 votes
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Improve the email client

    Improve the CRM Live email client. The space formatting is not maintained when adding additional information to templates.

    7 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Add the leads module to the notification manager

    This feature would dovetail well with updating the web to leads form to include leads module fields

    3 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Appointment merge fields

    Add the option of including basic and user-defined field options to the Appointment Email Templates

    6 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Consolidated Activity Report - Totals for all users

    The consolidated activity report currently only lists the separate note/email totals for each user separately, however it would be useful to have a function to add up all of the note categories for all users to create an overall total for each type of note, as currently we have to manually add up each users total.

    3 votes
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    Planned  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  11. moving documents to designated opportunities or cases

    When you have documents attached to contacts - it would be nice if you could move selected documents to opportunities and cases.

    1 vote
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Display label of the name favorite list at the top of browser screen

    When you select a favorite list - it would be nice to see what list your working on - a glance. Would be nice if you could display the name of the list at the top of the screen.

    1 vote
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Note Search and/or Documents Search to be able to include only emails with attachments

    From a client : It is sometimes important for us to be able to quickly see what has been sent to a particular person for the purposes of due diligence in negotiations.
    This could be achieved by running a report that listed all of the attachments which were sent to a particular person. I know we are able to individually go through the documents tab in max and obtain the attachments from there (which is what I did this time) but if there were hundreds of emails this would prove to be a bit time consuming.
    A great idea!!

    6 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 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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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 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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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 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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    Under review  ·  1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  17. 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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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 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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  19. 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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  20. 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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