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Feature Suggestions for Maximizer CRM

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71 results found

  1. It would be nice to customize the opps viewer to show contact instead of Company

    it would be nice to customize the opps viewer to show the contact instead of the company?

    1 vote
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  2. Add Hotlist task Category field to column view

    The Category field in Hotlist tasks is a very useful field but is not available to add to Column views in Hotlist. For users with a large number of tasks outstanding the ability to sort their list by Category would be extremely helpful.

    25 votes
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  3. Include Address fields in the Duplicate Check!

    Our database is filled with the addresses of the homes of our clients. But people move and there is a new owner. Since we are a home repair company, our concern is keeping all information related to that address in one spot. Whenever someone calls in we search the address but when things are busy, this step sometimes get missed and we end up with duplicate address book entries. Including the Address Fields in the Duplicate Check would prevent this for the most part.

    1 vote
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  4. Empty List upon Opening a Maximizer.

    There is a major frustration of ALL new clients I spoke with. They do not understand why their Maximizer List is Empty and where to look

    There is clearly a need to have a Flash Form or some sort of Pointer to the View -> All Entries...

    It could be done with a java script displaying an arrow to the Menus...
    or a Flash form containing Menu Item for View (we can make a checkbox not to show next time) (This is probably the easiest to implement)

    Second;
    What is that MORE button for? I think I makes it even…

    1 vote
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  5. Interactions - Meeting Attendees

    If an Interaction involves several people, it would be useful to say who attended.

    For example, if I have a video call and a number of people attended, I would like to be able to pick them from the list of contacts on the company/individual record as having attended, and for this to be visible on the resulting interaction record.

    3 votes
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  6. Merging with Microsoft Word

    It would logical if merging Maximizer contacts with Microsoft Word would create one document. Merging 50 contacts creates 50 word doc !!

    1 vote
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  7. Opportunities - changing Stage should trigger mandatory field check

    Currently, when changing Stage on the Details tab of an Opportunity it doesn't technically open the record for editing and therefore doesn't trigger any checks for Mandatory fields.

    The suggestion is to alter this behaviour so that setting the Stage does trigger a check for mandatory fields.

    3 votes
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  8. Bulk Hotlist Task Set up

    It would be great if you could select multiple individuals and schedule individual hotlist tasks (all for the same time), all at once rather than having to go to each one and schedule individually.

    4 votes
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  9. Client Logo on login screen

    Please add the ability to change the
    clients login screen with their own company logo.
    Ideally it would be nice to modify the screen further, but at least being able to change the logo in a similar fashion to the on-premise version.

    2 votes
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  10. 3 votes
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  11. 3 votes
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  12. 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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  13. 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!

    7 votes
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  14. 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.

    6 votes
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  15. 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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  16. 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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  17. Improve the email client

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

    13 votes
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  18. 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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  19. 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

    6 votes
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  20. 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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