Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
46 results found
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Titlecase Function For Formula User-Defined Fields
Example
[HW] = example field
TCASE([HW]):
hello world = Hello World
Hello world = Hello World
hello World = Hello World
HELLO world = Hello World5 votes -
1 vote
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"Replace" Function For User-Defined Fields
An option to replace an already made field, keeping the same name but changing the field type.
Without the need to delete, re creating it and re adding it to an contact key field.
11 votes -
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 -
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 -
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 -
Take out the words "To do" in hotlist task
An empty box should show up when you go to start a new task, so you don't have to delete the words "To do" each time
5 votes -
Don't add extra lines between paragraphs when copying text into note
Extra line spaces should not be added to notes when they are being copied from another program (like an email) into notes
10 votes -
Greater than 255 character limit
Increase the limit above 255 characters for alphanumeric user defined fields
9 votes -
Update "Date last contacted" when email saved
If the sent/received date of an email saved to Maximizer is more recent than the contact's Date last contacted value, update the value, matching on email address in the Address Book regardless of what type of entry the email was saved to.
13 votes -
Hide or remove redundant groups
In a new database there are security groups that appear to be redundant now, for example "Crystal Reports Users". Can you simplify by not creating these in new address books?
8 votes -
Associate Key Fields with Advance Search results
I can associate a column view with a catalog search result but I cannot associate a Key Field view with the search result.
I have a catalog search, I can associate the column view with that search result but the Key Fields are not sticky. I would like to have multiple catalog searches and assign each one its own column view and key field listing so that the person entering the information will always see the same key field list every time they pull up that catalog search.
11 votes -
Searching Area Codes in Maximizer
Within Maximizer it seems like you are not able to search by just Area Codes as when you do it will also search for numbers that has the area code anywhere within the number.
It would be nice to have that ability in order to sort certain clients in the database
7 votes -
Loss of column setup option in contact / company search dialogs. Can this be added back?
Since the recent update to Maximizer 2019 you could use custom column setups when searching for contacts / companies.
Like
- Add opportunity contact
- Add opportunity competitors
- Add opportunity partners
- Add case contactFor some customers the basic fields in the default column view used in this dialog are not enough to find the correct record
16 votes -
If possible to add the option to add action plans to new Leads Module
Leads Module is great but I notice there is no option to add an action plan only a task or appointment. would be nice if we had that ability to do that.
10 votes -
Add a Suburb Line
Add a Suburb Line under the Address (Some addresses are too long to fit in the current address lines)
eg:
Address Line 1
Address Line 2
Suburb
City/Town
State/Province
Country
Zip/Postal Code24 votes -
Add field for "position" in the 'Save Contact to Maximizer CRM Live" screen from Outlook integration
This screen needs a field for Position
5 votes -
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 -
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 -
Ability to backup Maximizer Live
I used Maximizer Enterprise for years and one of the great features was the ability to backup the entire data base and store it remotely. I experimented with Sugar CRM this past year and they do not allow you to back it up. Only they can back it up. Well... my data got scrambled in Sugar and there was no backup (backup was scrambled. Now back to Maximizer Live and really like it but we need to be able to back it up locally. Depending on the cloud to backup your data is very risky.
49 votes
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