Feature Suggestions for Maximizer CRM

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  1. Browser Support

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

    47 votes
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    under review  ·  9 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. De-Select Files After Action

    When you're moving files around in the Company Library, after the action is completed and the screen re-freshes, the files should be UN CHECKED, since if you click a new item to move, all the previously moved ones are still selected and will get moved again to somewhere they shouldn't be.

    This is especially a good idea considering if you move files into a folder that isnt expanded...you cant even see that anything is checked off still.

    10 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. Print Labels

    Like in the old versions, you could right click on a contact and select print label, where their basic information was printed out on a pre-determined size label sheet. Now printing labels requires a label template document with merge fields that has to be done every time.

    68 votes
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    7 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
    started  ·  Connie responded

    This will be done via the Microsoft Word Add-In for Maximizer CRM Live and Maximizer Web Access Group and Enterprise Edition!

  4. Duplicating Files

    There's no option to duplicate a file in the company library. This is handy for when you need the same file in different folders jsut for organization sake.

    13 votes
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    2 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Maximizer CRM Live: CSV Import Improvement

    In the Fat Client it is possible to select 'Full Name' as a field for importation, and the system would fill the first/last name fields automatically. In CRM Live, you can only choose between First OR Last Name.

    6 votes
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    2 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. Can't save changes on a file opened in Maximizer

    Opening a file within your Company Library, making a small change, and hitting save, should just save the changes you made.

    Instead, you have to: Open the file, make the changes, save it somewhere, re-upload it to the place it was before in the Company Library, then delete the old file.

    Huge time waster.

    14 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. Maximizer CRM Live - Administrator User Required

    When I configure Maximizer CRM for a client, no users have delete rights. In order to delete a client, the Maximizer CRM Administrator logs in as MASTER (I always change the password from the default...), archives the Address Book Entries that are to be deleted, and then deletes the records.

    This helps prevent accidental deletions and the restore from tape or SQL backup that would be required to restore lost records

    I have just completed the configuration of the first Maximizer CRM Live Address Book I have done for a client. As Maximizer SW charges for each user login, one…

    3 votes
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    4 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  8. CRM Live: Ability to Merge Records

    A customer indicated that they did not have a good way to merge records in CRM Live, as was available in the windows client.

    15 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  9. CRM Live: Ability to delete contacts directly from the Company window

    A customer noted this was a pain point for them, as they would have to re-search (slow) and perform the deletion from the main contact window.

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