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!
71 results found
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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 -
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 -
Add the leads module to the notification manager
This feature would dovetail well with updating the web to leads form to include leads module fields
8 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 -
Access to Imported Records
When someone imports records into Maximizer, after the import all imported records FULL and READ access is set to Public.
Would not it be logical to setup access identical to Default Entry settings?7 votesWhose default entry to follow? If the administrator performs import, the imported entries shouldn't follow the default settings of the admin.
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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 -
New 'User' UDF Type
Addition of a 'User' UDF type that is basically a table of all current Maximizer users in the organization. We have several UDFs that contain users, such as 'Recruiter', 'First Contact Person', 'Last Contact Person', etc. When adding a new user to Maximizer, an administrator must also go to each of those UDF tables and add the new user to that table. If we could have a UDF type that just always contains all users in the organization, it would help remove that redundancy. Thank you!
7 votes -
Global Edit
Would like to see an "Add" feature when doing a global edit- full access.
Currently only option is to replace6 votes -
Appointment merge fields
Add the option of including basic and user-defined field options to the Appointment Email Templates
6 votes -
Note Search and/or Documents Search to be able to include only emails with attachments
From a client : It is sometimes important for us to be able to quickly see what has been sent to a particular person for the purposes of due diligence in negotiations.
This could be achieved by running a report that listed all of the attachments which were sent to a particular person. I know we are able to individually go through the documents tab in max and obtain the attachments from there (which is what I did this time) but if there were hundreds of emails this would prove to be a bit time consuming.
A great idea!!6 votes -
Better User-Defined Field Management
- Ability to select multiple UDFs and delete them
- Ability to select multiple UDFs and move them
- Ability to duplicate UDF Folders
6 votes -
Individualized Campaign Start Dates
I would like to be able to create campaigns with a flexible start date. For example, when a client receives an estimate and is added to the campaign, the campaign starts at the beginning for that client.
Or, after a client signs a contract, a campaign could be used to send information to them at specific times prior to the project starting.
Another vital use would be to assign a campaign to send follow up emails after a project has been completed.
And being able to assign it to from an opportunity would be ideal.
6 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 -
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 -
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 -
Bulk Hotlist Task Set up
It would be great if you could select multiple individuals and schedule individual hotlist tasks (all for the same time), all at once rather than having to go to each one and schedule individually.
4 votes -
Allow for drag and drop for company documents
we do not use this feature as it takes for ever to upload 100+ documents 1 at a time when you go thru a new Rez across the board.
you should allow for dragging and dropping folders with sub folders just like Dropbox.com
4 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
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