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Feature Suggestions for Maximizer CRM

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46 results found

  1. 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.

    25 votes
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    1 comment  ·  Maximizer CRM Live  ·  Admin →
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  2. Maximizer CRM Live - Exporting Notes To Spreadsheet - .csv or .xlsx

    if I export a contact list from the Maximizer CRM Live Address Book under my column set-ups into an Excel Spreadsheet, sometimes I would also like to be able to export all the Maximizer ‘Notes’ for those contacts. In our business, the notes are extremely important.

    29 votes
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    1 comment  ·  Maximizer CRM Live  ·  Admin →
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  3. 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.

    119 votes
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    2 comments  ·  Maximizer CRM Live  ·  Admin →
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  4. 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.

    15 votes
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    Under review  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  5. 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  ·  10 comments  ·  Maximizer CRM Live  ·  Admin →
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  6. 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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    Under review  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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Feature Suggestions for Maximizer CRM

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