Feature Suggestions for Maximizer CRM

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  1. Patch Updates

    Had a huge issue with coordinating updates with the server and the work stations. As soon as I installed the update on the server. People were unable to access CRM. While deploying the updates for almost 20 users (which took about 2 days to complete), the users already with the update were unable to open their CRM. I suggested either automatic updates when the server is upgraded or the users are able to authorize live updates without having to manually install them. Also, the users were receiving pop up notifications to update when the server was not even upgraded with…

    6 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. MASTER User in Maximizer CRM Live should have same properties as in Maximizer CRM on-premise

    In Maximizer CRM on-premise, the MASTER user only counts as a user when logged in. If all licenses are used up and someone wants to log in as MASTER, a user has to log out so that MASTER can log in.

    Maximizer CRM Live does not work the same way: all enabled users count. This means that we either have to give some users too many rights and the users have to go through an extremely convoluted process in order to enable MASTER and delete records:

    - log in as a user with the Admin role
    - disable that user …

    7 votes
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    5 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. Formatting numbers

    For numbers and dashboards we should allow for the ability to add commas, decimal places, and, ideally, $ signs.

    20 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  4. Re-tasking multiple contacts in the hotlist in one action.

    We are able to email multiple people from our hotlist. Why can’t we re-task the same list in one action for future follow-up?
    Re-tasking one at a time when you are doing 50 -100 per day is rather annoying and a waste of time.

    12 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. We should be able to add words to the spell check directory

    We should be able to add words to the spell check directory, just like in Word or Outlook.
    We have a “disclaimer” in English and French as part of our email signature, and every time you spell check an email, it tries to correct the French disclaimer because it doesn’t recognise it. This is becoming rather tiresome quickly!

    33 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. Control batch size for campaign in Maximizer Live

    We are sending out large email campaigns to 5000+ recipients using our own SMTP server. The ISP who controls this SMTP server allows only 1000 emails per hour and I'd like a way to control this using Maximizer Live. (I know the feature exists in the premises CRM).

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. 10 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  8. Future "hot list" entries

    There seems to be no way of checking on the new version if you have future "hot list" entries against a customer or contact.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  9. Global field move tool

    With the lack of back-end access to a Cloud database admins and users need greated ability to manipulate the data in their database. A common need when cleaning up content is to be able to mass-merge/mover UDFs across all records in a database. This would inlcude, for all/selected records:

    Alpha field -> Alpha field
    Alpha field -> Table field
    Alpha field -> Date field (with validation)
    Table field A -> Table Field B (merge all Items OR rename duplicate Items)

    In a way some of this is not part of the formula fields, so maybe a way to have a…

    18 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  10. Catalogued Graphs not retaining formatting

    Customers are expressing interest in using some of the more complex graph types for catalogued searches/graphs. However they can't do this because although the catalogue graph is correctly generated and saved, every time they retrieve that graph, it will revert back to the simplest possible graph of that type (for example, a pie chart type 5 will revert to type 1, bar chart type 3 will revert to type 1 etc.) - at present the only way to correct this is to right click on the incorrect graph, go to wizard, and reselect the graph type from the list, however…

    12 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to email from Microsft Word after merging the fields in the template

    Currently the only optional is to send the document to the printer. It will be nice to have ability to directly email the document to the merged addressbook entry.

    8 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to bulk view/edit Default Entries

    In the same way as you can work on default entries on the Desktop Edition admins need a way to check and alter these for all users via Web Access interface(s).

    12 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  13. Detailed report that can include all UDFs

    In the same manner as the Desktop edition, allow ALL record data to be included in a detailed report.

    48 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to delete Default Key Fields

    Ability to delete or otherwise restrict access to the <Default Key Fields>. Otherwise allow edit of the name so this can be re-purposed.

    112 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Regional or Admin settable Phone Number format

    Users from other regions (eg: Australia, UK) do not use the same formatting as North America. Additionally, mobile numbers use a different format to land lines, so this needs to be settable on a per-field basis.

    I also thing Phone field should be a UDF option instead of just a basic field, so the limit of 4 fields in removed.

    15 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. Able to delete for 'system' Dashboards

    Not all users want to see the default supplied dashboards. Allow Admins to delete or otherwise restrict visibility of the built-in Dashboards.

    17 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Interface rename capability

    The ability to load interface rename XML files into your CRM Live database.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow MaxSync for MS Exchange to operate with CRM Live

    The usage of Live is far more tuned to users being on the road and not in or even having a fixed office location running Outlook.

    6 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. 25 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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