Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

How would you like us to improve your product?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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…

    1 vote
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      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
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        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
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          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
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            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

            3 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              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
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                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
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  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
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    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
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      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
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        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
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          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
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            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
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              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
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                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
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                • Improve sorting of alphanumeric user defined fields that contain numbers

                                  Would be nice to be able to highlight a row in a list and add a new item above/below the currently selected row.
                                  We have found that it takes a long time to add new items to an alphanumeric user defined field and move them up/down in the list to get the correct sorting. We have fields with version numbers like 9.2.36 and numbers do not sort correctly in alphanumeric fields so the reset order option does not work and it takes a long time to move items up/down a list one position at a time.

                                  1 vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Retrieval of Companies with Contacts underneath each company, even if the company name is the same.

                                    When retrieving companies and contacts, Maximizer used to retrieve the contacts directly under the company, and then the next company would have it's contacts directly under it. Now, it retrieves the companies and the contacts beneath all the companies. We have many companies with the same name but different branches / divisions. This retrieval is vital to many of our requirements. Even if you try and sort on ID no, it does now always put the company first and then the contacts. When opening the mobile app for the first time, that setting retrieves the companies and then the contacts…

                                    1 vote
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Default one year date range within notes search

                                      When a user runs a note search, the default date range is one day and rarely is this helpful. We prefer that the date range be defaulted to one year.

                                      10 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Email Opt In Dates available in Column Setup and or Key Fields

                                        Email Opt in Dates Available for Column Setup or Key Field sets would be critical to a typical compliance sensitive business.

                                        Currently only the Email Opt In Type field (Marketing or Service etc) is available for Columns Setup, however if you need to notify clients that their opt in is about to expire, you'd have to go into each record one by one and verify WHEN they expire. It would be better to be able to scan a large list for clients whose permission is about to expire.

                                        Typically, a compliance officer will not have EDIT privileges on records (to…

                                        3 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Dates in Formula

                                          It's very frustrating that there is not a IsBlank test for Date fields, or that Year, Month, Day functions just return an error when the date is blank. If the latter returned a simple zero if a blank date was encountered all would be good & formula could be used in a much more powerful fashion eg a client is maintaining a Status field & has date fields in sequence that correspond eg Activation Date, Date Archived, etc so I thought to save them having to edit the Status field by making it a formula, calculating the value based on…

                                          3 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 9 10
                                          • Don't see your idea?

                                          Feedback and Knowledge Base