Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Interface rename capability

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

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. 25 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  8. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  9. Make the UDF Add Items feature a dynamic grid instead of loading a separate screen

    Adding multiple items to a Table UDF is a very slow process when you have to wait through each reload of the Items screen and the New Item screen. Switch to either a more dynamic grid object or create a multi-item add option that can take a larger number of values in one go.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add an Image to an Address Book Entry in CRM Live.

    My suggestion relates to "Add an Image to an Address Book Entry" in CRM Live. Our company has created some direct mail pieces utilizing variable data (from Maximizer UDFs) and variable images (Customer Photos taking delivery of their new motorcycle, assigned a specific name to match a UDF). The result was customers didn't want to surrender the direct mail piece to collect on a special offer because it included their photo. Once I have added images to my Address Book entries, it would provide a tremendously strong connection if I could include the customer's photo in email templates or Word…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  11. Saved Doc can be emailed directly from a Smartphone, there is a ‘email document’ button under documents tab. However, on Windows, you wou

    CRM Live and Web Access - Saved Documents can be emailed directly from a Smartphone, there is a ‘email document’ button under documents tab. However, on web access or crm live on browser, there is no direct email document option from the documents tab.
    Seems like it was missed!!

    14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  12. A way to duplicate an entry in Web Access / CRM Live

    In the windows client, you are able to select Duplicate from the Entry group in the the Edit tab. This is a useful feature for the Address Book and Opportunities modules especially.

    20 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  13. Feature to place limitation on access location

    Some organisations specify that their data can only be used from particular locations. Typically, they dont want users to use data outside of the workplace. Suggestion is in two parts 1. a user priviledge that requires login from approved location 2. a way of providing a browser or machine based token to CRM live.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Maximizer document templates should be included when converting to Web Access or CRM Live

    Maximizer document templates converted to MS-Word templates and placed in our Company Library in a Maximizer Templates folder and/or managed as Document Templates under the Setup -> Template Library.

    Every customer that I have been converted to CRM Live/Web Access has that uses Maximizer document templates has been very disappointed to find out they have to re-create each one in MS-Word, save it and then upload it to the Company Library and save it in a Templates folder that they have to create. The process is too time consuming.

    34 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Have a "In progress" bar when Importing

    An In progress bar can tell the customer how far the import has to completion.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. Shared Recent Entries

    Recent entries on the address book only encompasses the entries from the user that entered it.

    In the work environment, I want to have a quick navigation option to view the most recently entered contacts that we are ALL working with, not just the ones I've entered.

    Make the entries pull from the favorites list they are on, not from the user that entered it.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Pop up windows don't allow to click out of the window

    E.g. Click a contact and go to Actions>Write Email. Pop up comes on the screen (where you write the ermail and such) but you have no ability to go to any other screen while the pop up is up. I often need to copy and paste things into an email or go collect info as I write.

    The pop up locking you onto its window doesn't leave you with any ability to navigate elsewhere..so I dont use it when I dont have to.

    27 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. IMAP Integration for CRM Live

    Be able to integrate CRM Live with IMAP services. For example be able to link CRM Live to Outlook Web Access.

    16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. Cannot import notes longer than 255 characters from a csv file

    I have a excel file containing phone notes. During import it skips any record with notes length greater than 255 characters. There isn't any default notes field for mapping and any UDF I create has a maximum limit of upto 255 characters. There should a way to import longer notes.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  20. Browser Support

    Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.

    48 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  9 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base