Feature Suggestions for Maximizer CRM

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  1. 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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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  4. Greater than 255 character limit

    Increase the limit above 255 characters for alphanumeric user defined fields

    9 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Update "Date last contacted" when email saved

    If the sent/received date of an email saved to Maximizer is more recent than the contact's Date last contacted value, update the value, matching on email address in the Address Book regardless of what type of entry the email was saved to.

    13 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    8 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 contact

    For some customers the basic fields in the default column view used in this dialog are not enough to find the correct record

    16 votes
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    3 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    7 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  11. Partner Portal should retain the last list.

    Partners are not subject to the training that an employee would be for using the Maximizer software. When Partners are working with their list of clients and they log out and log back in again, their screen is blank. This causes much un-needed panic since the partners think that all of their clients are deleted. (Reported by DMS Marketing)

    2 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 Code

    24 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Please change the number of the characters available in a to-do OR develop a method of linking a to-do to a note

    Please change the number of the characters available in a to-do OR develop a method of linking a to-do to a specific note

    7 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Microsoft Outlook Addin doesn't allow create new entry if the email exists in system

    I need to save emails to a new record in the system but the hyperlink to do so doesn't exist if the email address matches an existing entry. I am assigned work by an internal User and I have to manually create the entry in the system as the system matches on that Users email

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. notes

    Suggest making the notes rows adjustable in height, so multiple lines of the notes can be displayed instead of just one row. So users can display as much of each note as they want to see as they scroll through notes.

    13 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add/Change Decimal places in Numeric Fields

    Once a Field is created you do not have an option to add or change decimal places for the field. Why not

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. Option to add additional system generated field "Company Name" directly below existing "Company Name"

    Option to add additional system generated field "Company Name" directly below existing "Company Name" rather than in the separated user defined field area.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. items saved for company profile showing up in history of contacts

    Currently items saved under a company profile shows up in the history of any of the related contacts (It should be under the contact only). Then if you want to save emails/info pertaining to the contact only, it should not be listed under the company.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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