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!
71 results found
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Loss of column setup option in contact / company search dialogs. Can this be added back?
Since the recent update to Maximizer 2019 you could use custom column setups when searching for contacts / companies.
Like
- Add opportunity contact
- Add opportunity competitors
- Add opportunity partners
- Add case contactFor some customers the basic fields in the default column view used in this dialog are not enough to find the correct record
16 votes -
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 World5 votes -
Associate Key Fields with Advance Search results
I can associate a column view with a catalog search result but I cannot associate a Key Field view with the search result.
I have a catalog search, I can associate the column view with that search result but the Key Fields are not sticky. I would like to have multiple catalog searches and assign each one its own column view and key field listing so that the person entering the information will always see the same key field list every time they pull up that catalog search.
11 votes -
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 -
Greater than 255 character limit
Increase the limit above 255 characters for alphanumeric user defined fields
9 votes -
Hide or remove redundant groups
In a new database there are security groups that appear to be redundant now, for example "Crystal Reports Users". Can you simplify by not creating these in new address books?
8 votes -
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 -
1 vote
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Scrollbars For Long "List" Indicators With No Click Through On Dashboards
Or allow resizing that's longer than the current browser window.
1 vote -
1 vote
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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 -
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 -
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 -
enter date in a variety of ways in hotlist
Allow the date to be entered with periods vs colon i.e. 2019.03.10
1 voteTry the new task dialog.
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Searching Area Codes in Maximizer
Within Maximizer it seems like you are not able to search by just Area Codes as when you do it will also search for numbers that has the area code anywhere within the number.
It would be nice to have that ability in order to sort certain clients in the database
7 votes -
Add a Suburb Line
Add a Suburb Line under the Address (Some addresses are too long to fit in the current address lines)
eg:
Address Line 1
Address Line 2
Suburb
City/Town
State/Province
Country
Zip/Postal Code24 votes -
If possible to add the option to add action plans to new Leads Module
Leads Module is great but I notice there is no option to add an action plan only a task or appointment. would be nice if we had that ability to do that.
10 votes -
Access to Imported Records
When someone imports records into Maximizer, after the import all imported records FULL and READ access is set to Public.
Would not it be logical to setup access identical to Default Entry settings?7 votesWhose default entry to follow? If the administrator performs import, the imported entries shouldn't follow the default settings of the admin.
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Add field for "position" in the 'Save Contact to Maximizer CRM Live" screen from Outlook integration
This screen needs a field for Position
5 votes -
Input specific dates for action plan activities, rather than number of days from start date
For us, each action plans differs for each opportunity and the number of days from start date for each activity varies for each opportunity. Would like to be able to schedule an action plan by inputting specific dates for activities, and not having to calculate number of days from start date.
12 votes
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