Feature Suggestions for Maximizer CRM

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  1. 1 vote
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      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    • Custom tab contact widget

      The current contact widget needs to present the data in a more dense fashion. The use of icons and the photo image are not necessary compared to the need to see more contacts in less space.

      The current look of the contact tab with a simple view - name, phone1, phone2, phone3, email and position would be better.

      3 votes
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        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
      • Easily add fields to new searches

        When viewing fields in the details tab, I would like to be able to add them to searches by clicking on them and choosing to do so from a context menu.

        1 vote
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          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
        • Stop button for searches

          Since Maximizer performs searches I don't want, all by itself, when entering Opportunity or Address Book views, I would like a stop button, to save me waiting for it to complete.

          4 votes
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            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
          • Format phone numbers on import

            When using the new importer (which is awesome), it would be fantastic if there was an option to format all phone numbers as they came in (the same way phone numbers are formatted when editing using the UI). This would go a long way to keeping all phone numbers consistent.

            9 votes
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              0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
            • Save emails to record even when the record has no email address

              Scenario:
              1. Create new individual with no email
              2. Click 'Write an email' from actions menu
              3. [Warning pops up saying no email address has been set up and the record has been skipped]
              4. Type in an email address, subject, and body
              5. Send
              6. Email is sent, but *not saved to record under notes or documents*

              I (and the client) expected the email still be saved to the record given it is sent. In addition, when the record DOES have an email, if when you click 'Write an email' and then change the destination email address, the email…

              6 votes
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                0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
              • Show count when doing a global edit

                An easy win for ya! =D

                When doing a global edit, a warning showing "You are about to edit X records" would save support headaches and make for nice UX.

                I've had clients not select any records, or only a subset, and wonder why the global edit didn't work.

                Thanks!

                5 votes
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                  1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                • please ad a read receipt feature on the e-mail / webmail

                  please ad a read receipt feature on the e-mail / webmail

                  9 votes
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                    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                  • A better system for submitting feature requests

                    This is THE most ineffective means to submit a feature request. Requests should be submitted by users and then evaluated by staff.

                    The problem with the method you are currently using is:
                    1) people often use wrong terminology to describe what they are looking for
                    2) people often have difficultly describing what they would like to see in enough detail to for others to understand why they need it
                    3) typos and and different words people use will provide different results in the search, so you end up with literally pages and pages of requests to go through - who…

                    11 votes
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                      1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                    • Data transfer to a newer revision, a software utility

                      Offer a conversion utility. Example: Transfer everything from Maximizer97 to a newer rev. running on 64bit Windows

                      4 votes
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                        1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                      • Setup items user-defined fields

                        Currently when you want to modify items in a UDF table you have to select the table then close the pop up window to choose the items from the main UDF menu. I suggest modifying the workflow to cut down on mouse click by including the table button in the UDF window.

                        9 votes
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                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                        • Organisation chart for users with option to use as permission & access parameter

                          Allow the creation of a hierarchical Org Chart in relation to the Users accessing the CRM. Aside from being a quick and easy reference tool, this can then flow into Group Security as an easier way to manage database access control.

                          1) Allow the Read and Full Access dropdown to say USERNAME's Staff, meaning all users who report to USERNAME are assigned that permission.

                          2) Allow multi-user selectors such as Hotlist Filter and Calendar View Filter to reference my potion on the Org Chart, eg. Show Hotlists or myself and my same-level colleagues.

                          The Org Chart layout AND the above…

                          6 votes
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                            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                          • Record selection popup for Partner should default to filter for Partner records

                            When adding a Partner to a record, the record selection form searches the entire database by default. The standard purpose of this is to add Partners, so that filter should be set by default when the form is loaded.

                            3 votes
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                              0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                            • Drop down list of Users

                              We need to have a field with our users names.
                              We created a table and created manually all current users as values of this table. Not easy to maintain...
                              It would be easier to be able to link an UDF to the existing users of Maximizer. The changes done to Users can then automatically update the UDF list.
                              Nice to have :
                              - possibility to choose if we want to display disabled users.
                              - possibility to decide if the field is "single value only" or multi-select.

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

                                12 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.

                                  18 votes
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                                    3 comments  ·  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

                                    12 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

                                      4 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

                                        5 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 →
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