Feature Suggestions for Maximizer CRM

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  11. Be able to Edit the Notes Report

    It would be nice to be able to edit what appears and does not appear on the Notes Report. If not a fully editable template, it could be a list of checkboxes to add or remove each feature. I personally would remove the time stamp column, remove the address and add a column for the note creator, but I am sure everybody has their own preferences for this report.

    9 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. Print Contact Notes

    Add a button to be able to print notes directly from the Notes tab. Eliminate the need to add the contact to the address book list, then print a notes report. With a button added directly to the tab, it would be just one simple "print" click.

    9 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. Print contact list directly from contact tab within a company

    Instead of going into the top screen and selecting a company - show contacts - print column report, we want to be able to quickly print lists of contacts (and UDFs) within the tabs on the bottom half of the screen.

    14 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. We want to add items to a UDF from within that UDF, not having to go out to administrator

    We often need to add another name or status to our UDF's. With the desktop version, we were able to do so from within the UDF. Now we have to go out to administrator and add items there - this is annoying! Please make it easier to add items to the UDF as we are trying to move through data entry quickly.

    37 votes
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    3 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. Save address book and Opportunity window settings.

    Would like the ability to save the row spacing in both Opportunity and Address book. This would allow me to stack more than 1 field per column and be able to view all the info in the list view. At the moment the window defaults to 1 row after refreshing the page and we have to re size the row manually each time.

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow column setup to include notes for catalog searches

    Allow a column which includes the most recent note so it can listed in a catalog search of opportunities instead of having to go through each opportunity to see a note or try to match the content of a note report.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. History Tab should include options to display Opportunity & Case Notes at the Company/Contact/Individual level

    It would be very helpful to have options in the History tab when looking at a Company, Contact or Individual to be able to include the Notes & Documents from associated Opportunity & Service Case records. In many instances where a client has a need for a one to many relationship we use Opps to achieve this, not necessarily using it to manage Opps specifically but perhaps products owned eg piano tuners as an individual may have more than 1 piano in their house, but it is essential that when we look at the person's details we can see all…

    17 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automatic capitalization for creating entries and contacts

    Automatic capitalization for quickly entering new companies and contacts as per the postal code. This is a feature that was always there in all the previous versions of Maximizer.

    22 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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