Feature Suggestions for Maximizer CRM

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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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  9. 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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  10. 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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  11. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. Notes vs History

    Maximizer CRM will store a manually created Note but it is not listed in the Notes category. Instead, it is listed in the History section.
    Problem.

    5 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  13. Multiple Default Entry Choices

    Multiple default entry choices

    We have one person that does data entry for multiple sites. Since multiple fields at each site are unique (recruiter assigned, advert source, next action step, Full Access security group etc) she can't use a single default entry choice. It would be more efficient and accurate to be able to set up multiple default entry setups to pick from in a drop down list. Having only a single default entry choice is too restrictive.

    4 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to clear and/or replace the City/Town & State/Province Drop-down Lists in Live

    Currently these come prepopulated with US/Canadian values which are a pain in the neck here in Australia currently having to be cleared manually. We need to have a way to wipe the contents, & ideally import from a csv to populate the values we need eg for some clients it would just be the suburbs in their city, others a national list

    12 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. enhance email types and opt in email options

    - create a notification option so that the Maximizer user is notified when a prospect/client opts in or out of a specific type.

    - create separate email opt in groups so that not all email types necessarily show up for every prospect/client

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

    4 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add the company name field to consolidated activity report details

    Currently the details list only date time and note. Adding the company name to this detail report would be beneficial as you can't link to the record itself.

    1 vote
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  18. 2 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. life insurance

    Insurance Tab - We use this primarily under the Household view so adding fields for Policy Owner, Insured and Riders is needed. Policy Type should be a drop down with Whole Life, U.L., Term, Critical Illness, Disability, Long Term Care. Lastly Term should have an N/A option as permanent policies do not have a term.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  20. Re-occurring Hotlist tasks

    It would be great if you could have Re-occurring Hotlist tasks - similar to the "appointment" function where you can have annual re-occurrences so all our tasks are in one area and your not looking in your calendar and also your tasks.

    28 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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