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Feature Suggestions for Maximizer CRM

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71 results found

  1. Consolidated Activity Report - Totals for all users

    The consolidated activity report currently only lists the separate note/email totals for each user separately, however it would be useful to have a function to add up all of the note categories for all users to create an overall total for each type of note, as currently we have to manually add up each users total.

    3 votes
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    Planned  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  2. Be able to send a templated email from the mobil App.

    see the title, self explanatory.

    3 votes
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    1 comment  ·  Maximizer CRM Live  ·  Admin →
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  3. Include attachments with email templates

    How amazing it would be to be able to create email templates that include file attachments.

    To be able to eliminate the tedious navigation for files that are sent out regularly would make life so much simpler.

    3 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  4. Be able to type a key to get to the place in UDF tables without mouse scrolling

    see the title, self explanatory.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  5. Allow Birthdate Field Mapping For Outlook Contact Sync

    Similar to the previous idea of being able to customize the mapping for address fields when syncing between Maximizer and Outlook, it would be ideal if we could also have the Birthdate field sync with contact records in Outlook so that we do not have to rely on creating recurring hotlist tasks in Maximizer for Birthdate reminders.

    3 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  6. Interactions - Meeting Attendees

    If an Interaction involves several people, it would be useful to say who attended.

    For example, if I have a video call and a number of people attended, I would like to be able to pick them from the list of contacts on the company/individual record as having attended, and for this to be visible on the resulting interaction record.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  7. Import - duplicate checking for companies and individuals with company names

    When you import a database, it will not find a duplicate company if that entrant is an individual, only if it's a company with a contact

    3 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  8. allow a contact to be added from the Hotlist

    A new company contact can only be added from the Address book, not the Hotlist window, whereas I spend most of my time in the Hotlist

    3 votes
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  9. Add Export to Excel to the lIst under Actions

    Rather than just having a small icon, add "Export to Excel" in the list under Actions in the navigation bar

    3 votes
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  10. Opportunities - changing Stage should trigger mandatory field check

    Currently, when changing Stage on the Details tab of an Opportunity it doesn't technically open the record for editing and therefore doesn't trigger any checks for Mandatory fields.

    The suggestion is to alter this behaviour so that setting the Stage does trigger a check for mandatory fields.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  11. Outlook - address book integration

    it would be nice if maximizer could sync with a specific address book folder just for maximizer data. This way one could keep the original outlook address book folder distinct from the maximizer one. This would be very helpful to avoiding duplications of contacts.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  12. Transfer notes and cases

    When deleting a user in the Administrator you are presented with a prompt to "Transfer Notes to Another User". I don't see anything in the Help or User Guide that provides details about this prompt. I suggest that the prompt advise that you are transferring private notes. It currently implies that all notes will be transferred. Similar suggestion for the case transfer prompt.

    3 votes
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  13. Highlighting following tab if data is present beneath it

    Can you highlight the tabs in the following windows, if there are any data behind them.
    E.g. if there are opps or cs cases or notes or documents, then show the title of the respective tab in bold or perhaps with a background color, so the user can see there are items in there without having to click it.
    This used to be the case somewhat in the old windows client with opps and cs cases in the following window on the bottom left, I seem to recall.
    The reason for this is, particularly with documents, that now all email…

    2 votes
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  14. Allow for customization of any fields I want to show in auto emails for service cases

    Currently the Service Case email receipts only show X data.

    You should allow for customization in the ADMIN section in regards to all the fields I want to show as well as add LOGIC

    1 vote
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    Under review  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  15. Allow for mass upload in Knowledge Base

    it is really painful to have to upload each document one at a time.

    zen desk allows for drag and drop multiple files, same with zoho

    1 vote
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  16. moving documents to designated opportunities or cases

    When you have documents attached to contacts - it would be nice if you could move selected documents to opportunities and cases.

    1 vote
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  17. "Display Percentage Symbol (%)" For Numeric User-Defined Fields

    1 vote
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  18. Display label of the name favorite list at the top of browser screen

    When you select a favorite list - it would be nice to see what list your working on - a glance. Would be nice if you could display the name of the list at the top of the screen.

    1 vote
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  19. It would be nice to customize the opps viewer to show contact instead of Company

    it would be nice to customize the opps viewer to show the contact instead of the company?

    1 vote
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  20. System Information

    I would like to be able to move the System Information window and set it to open by default

    1 vote
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Feature Suggestions for Maximizer CRM

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