Feature Suggestions for Maximizer CRM

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  1. Provide system fields that can be used to Display number of Current Opportunities, Open Cases, & Incomplete Tasks & Appointments

    It would be great to be able to see on the Details tab, or include in a Column View, the number of Current Opportunities, Cases, or Incomplete Tasks/Appointments for the AB record to save having to visit each of those tabs to check on these. Gives a real snapshot of the current involvement with anyone. By having fields available for each of the different statuses that increases this eg being able to see how many Current/Won/Lost/Suspended/Abandoned Opps

    9 votes
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      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    • Gridlines in UDF window

      For ease of updating & reading information, especially when there are many UDF's in the window, the option to add gridlines (as per previous Maximizer versions) would be a great feature.

      11 votes
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        1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
      • Adding Hotlist Task

        When adding a task, the Time field is prompted empty, & when you click on the clock to get the list of times it starts at 12:00AM which is ridiculous. It should either operate in the same fashion as the Start Time does when adding an appointment, or prompt your start time from your preferences setting

        3 votes
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          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
        • Position, Department, Division Drop-down List Width is inadequate

          When you start to enter something into these fields (& possibly others), the list of available options is shown. This is however limited in width to the input field width, which is too short to be able to see any values longer than 16 characters when many have their first words in common, the key differences being therefore out of sight, with no way to know if you are picking the correct value or not

          3 votes
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            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
          • Include username in password reset email

            When folks reset their password they sometimes have also forgotten their username. Could we include the username in the password reset email?

            (I know that once you've reset your password it logs you right in - which is awesome! - but folks go back to these emails afterwards when they can't remember how to log in)

            Anyway - an easy win =D

            2 votes
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              1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
            • Save and Add New

              In many areas of CRM you may want to add many entries at once; currently the process seems inefficient. Each time you add a contact or UDF table item, you are required to use the mouse to go through the new process all over againl.

              It would be nice to have another add button on these types of screens called "Add and Create New". This feature is common in many mid/large CRM systems. Areas where this would be immediately valuable would be: User Defined lookup tables, or when adding a new company have the UI automatically display a new contact…

              2 votes
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                0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow column sorting in the Favorite Lists window

                Allow column sorting in the Favorite Lists window, like in the Search Catalog window

                6 votes
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                  0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                • Indicator needed when long complex processes like Formula UDF recalculation are occurring

                  For a client, I created a very complex Formula UDF with a numeric output from 0 to 4:

                  Formula UDF1:

                  (if (Year ([Date UDF 1]) == 2018, 1, 0)) + (if (Year ([Date UDF 2]) == 2018, 1, 0)) + (if (Year ([Date UDF 3]) == 2018, 1, 0)) + (if (Year ([Date UDF 4]) == 2018, 1, 0))

                  In order to create a Dashboard Indicator, I then created a Catalog Search for it: Formula UDF1 = 1 to 9999

                  When I went to create the Indicator, the Catalog Search wasn't in the list of available searches! I tried a…

                  3 votes
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                    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                  • Please add the "Edit Opportunity" functionality to the right-mouse-click-menu

                    In the opportunity view it should me easier to edit the details of a opportunity if you add the "Edit Opportunity" functionality to the right-mouse-click-menu

                    6 votes
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                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                    • Notification Toasts for Date fields

                      It does not appear possible to create a toast\notification for Date fields. Could this be added in a future release - just the population \ change of a date would be sufficient?
                      Thanks

                      6 votes
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                        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                      • phone call answered make a note

                        When I start an Phone Call and I get somebody on the line and click on the button ANSWERED, then the workflow should be very simple, now it is far to complex with a lot of clicks.
                        My suggestion:
                        After I click ANSWERED, then open an NOTE (I prefer in the same dialogbox as the button ANSWERED is, fill in this NOTE and click button SAVE or CANCEL

                        Then stop the procedure and don't go into a loop for making an ACITIVITY, this is too complex and needs too much clicks

                        3 votes
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                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                        • Dynamic List Search should include dashes

                          In the desktop version, we could click on the column header and then start typing a phone number and the program would work down the list until you were at the number. This no longer works because dashes are not recognized. We always turned off automatic phone number formatting which would put brackets around the area code. This was so we could format numbers as 123-456-7890 instead of (123) 456-7890. This allowed us to find the number without having to use the shift key to type brackets or have to include a space. You could just use the keys on…

                          6 votes
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                            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                          • auto copy down of UDFs from Company to Contacts

                            Remember in the desktop version there was an option to copy down UDFs from Company level to Contacts? Is there an equivalent to that, now? It is a pain to have to manually enter the same data at Contact level

                            8 votes
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                              0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                            • Expand the My/All filters on Columns/Favorite Lists/Catalog Searches (and any long list) to filter by name

                              We really like the text filters that have been applied to user defined field table lists. They let us exclude all but those which match the text and allow us to control long lists.

                              Right now we do not have a similar capacity to manage some elements that often have many entries. This includes favorite lists, search catalogs, column views but could also apply to document templates, security groups/teams and other objects. Please add filter by name to these lists.

                              12 votes
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                                1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow The Opportunity & Service Case Areas to be named differently

                                While a CRM is primarily a marketing tool, many of my clients are using the Opps & Cases areas for related purposes, due to the many to one relationship capability, but the terminology of Opps & Cases isn't correct eg I have people managing Projects, one using the Opps area, another using Cases, so it would be great if we had "soft" titles for these areas so we can name them appropriately for the clients' needs

                                9 votes
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                                  0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                • Protect details tab from locking up

                                  In Maximizer 2017 R2 (v15.1) Enterprise Ed. the Address book of web access has an odd behavior. See steps below:

                                  1. Click on details tab of a contact within a company that has many contacts.
                                  2. Edit this first contact.
                                  3. While in edit mode, navigate to the contact switcher (top left of details tab). In a small strip of space, you can bring up the list of contacts.
                                  4. It is possible to pick another contact.
                                  5. At this point the browser seems locked.

                                  A user can click Edit on the 2nd contact and then click Save to release.…

                                  9 votes
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                                    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Ability to freeze a column

                                    It would be good to be able to ‘freeze’ a column (like in excel) in the address book and opportunity views

                                    16 votes
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                                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                    • "Quick Apply" of user preferences for existing users like when creating a user

                                      Add a "Quick Apply" feature which allows admins to copy the user preferences of one existing users to another existing user similar to what its' like when creating a user.

                                      Alternatively a "Master" view which allowed a master user to configure default settings like column views, colouring rules, saved quick searches, quick search names, default teams and opp leaders.

                                      9 votes
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                                        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                      • List handling standardisation

                                        When recording a phone call into Max the way the options are presented for the Phone Call Subject are inconsistent with the rest of the package & an extra selection step is required making the task longer & therefore frustrating

                                        3 votes
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                                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Display number of items next to each following tabs name

                                          To make it quicker and easier to know if there is data under each of the following tabs for the current record, show one or two numbers to the right of each tab name.

                                          1) The total number of entiries under that tab.
                                          2) The number of entries matching the currently set filter under that tab.

                                          So for example under a contact I have slected there may be 23 notes, of which 7 match the filter set. The display would be [ Notes (7/23) ].

                                          This would be great for features like Opps and Cases and Related Entries, where drilling…

                                          6 votes
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                                            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
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