Feature Suggestions for Maximizer CRM

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  1. Insurance premium fields need decimal points

    Most insurance premiums have cents - they are not usually a whole number. Please add decimal points to those fields. I have deleted the ones there and replaced them with custom fields, but it should be that way from the start.

    4 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. formatting SIN fields

    It would be nice to be able to insert hyphens between numbers in the SIN fields.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. Case No HQ-185063

    Max live has issue with saving emails multiple times if the same email is detected in other files, also when sending emails from a particular file it will save the same email multiple times if the email address is in other files, I have files of a company up to 30 times so this means emails are saved 30 times, it uses unnecessary memory space and saves emails that are irrelvant to those files.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    10 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Calculate Revenue over period of time

    In our industry (contracting), revenue will be accrued over a period of time, not just at the close date.
    Ex: If a project is 4 months long and we expect to make 1M, would like Maximizer to account for 250,000 revenue over those 4 months, not just 1M at the close date.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. Provide the option to save the emails to documents or to notes from Outlook.

    Provide the option to save the emails to documents or to notes from Outlook.

    11 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to change colors of pie chart

    Would like the ability change the colors of the pieces of pie charts. First default colors are shades of green, then blue. We only have two pieces of data being compared in one of our pie charts so the default has both of the pieces green. Would like more of a contrast to show comparison.
    Maximizer only allows changes to the text font and chart background color, should be able to change more options....

    95 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Maximizer Admin responded

    We plan to update dashboards. New and improved dashboard capabilities are in the Roadmap and will be implemented in the upcoming releases.

  8. Ability to enter multiple reasons for a win/loss of an opprtunity

    Our company would benefit from the ability to be able to enter multiple reasons for a win/loss of an opportunity. This would enable us to better track the reasons, therefore improve our business.
    For example; reasons why we may have won an opportunity are;
    -cost
    -quality
    -schedule
    -relationship

    But we may have won an opportunity because of cost AND quality.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow option to have new contacts from Web-to-Lead forms created under an existing company

    Allow option to have new contacts from Web-to-Lead forms created under an existing company if one already exists. We have some web-to-lead forms that are only for a specific client company, so all contacts coming in through that webform will be for the same company. As of now, they have to be created as Individuals and manually converted to a Company Contact.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  10. Option to clear record lock

    I need a web administrator option that allows me to select a user and then clear any record locks held by that user. A CRM Live customer's browser crashed recently whilst the customer was editing an address book entry, and on logging back into Maximizer the customer found the address book entry record was locked so he could not resume editing it The situation persisted for the remainder of that working day and only cleared by the next morning. The same occurs and is required in on premise Maximizer Web Access.

    84 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  11. UDF mandatory rules should be available for customer service

    Mandatory rules can be created for a user defined field for opportunities and address book, but NOT for customer service. Please make it available for customer service as well.

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. bring back the multi-window. So very useful in streamling crm function

    bring back the multi-window. So very useful in streamling crm function

    4 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please add a "Joint First Name" field so we could address envelopes, Emails, etc to a husband and wife instead of "First Name" only.

    We send a lot of emails and envelopes to households and we use first name for wife and husband. A "joint first name" field would not require us to change the first name each time we want to send an envelope, etc to one of the clients .

    16 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Remember Me" should have Administration Control - HIGH RISK

    Making the "Remember Me" option checkbox visible on the CRM Live login should be a controlled by "Admin User" item, as it poses a security risk

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Arrows To Advance My Workday Calendar

    In the "Your Workday" area, one can select the Calendar date for activities to show. It would be ideal if there were Arrows (Forward one Day, Back one Day) to advance the Calendar, rather than having to pick a date from the Calendar selector, which sometimes is slow to respond.

    8 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. use the “sales lead” field to set a mandatory field?

    Use the "Sales Lead" field in the formula to set for mandatory selection

    35 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Notes are limited to a maximum of 50,000 characters.'

    this is the single biggest problem i have with crm live. i also note that new maximizer should enhance capabilities not take them away. for example, under max crm 12, i had unlimited notes

    19 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. Include the Maximizer CRM Live Account name when sending out a generic email

    We have multiple CRM Live accounts and we have associated the same email address to the MASTER account. Now when we receive an email from CRM Live, it doesn't tell from which account it is associated with.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. Used Data Capacity

    It would be of benefit for Live users to be able to monitor their storage space usage somehow, whether that be through an option in the Administrator to display it, or perhaps a 6 monthly email from the system advising of current data & doc usage levels. Perhaps even a regular report to the relevant agent ie I'd be happy to receive a monthly email listing all my Live clients data levels. How is it handled when someone is approaching the allowed levels?

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