Skip to content

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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

115 results found

  1. Move the Delete option from it's close proximity to the Add & Print options on the Notes tab

    (& potentially other following tabs), and/or stop the Delete option having the default action of Enter to acknowledge, and/or provide an ability to Undo an accidental deletion.
    A client has meant to print a note, clicked on the wrong option & then hit Enter, which is the default for deletion

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. opp viewer

    We need ability to jump from Opp Viewer to Contact list using PopUp Action menu, similar to Opportunities window.
    See attachment

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. project management

    We have used Maximizer for 25-30(?) years to win Sales.
    For 20(?) odd years we have managed our deliverables (once we have won the Sale) using Customer Service (CS).
    Cust Serv works well but a modified version integrated with the(a) Calendar would produce a Project Management Module.
    Every Maximizer Client needs to do something, process a property sale, manage a share portfolio, build a Water Tank (in our case)...?
    Those who can afford an ERP might not use Maximizer but the rest of us need a Project/Process Managment program, why not very simply incorporate it into Maximizer? Happy to show…

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Quick search

    After the upgrade to the 2023 R2 version, the quick search now adds to the list when you select from the drop down list and it replaces the list when you search from scratch for a new entry and not picking from the list.

    The search should not work this way - it should replace the current list with your search result no matter what you do. That is how all quick searches work (take Google search for an example). The new quick search behavior is unintuitive, and getting the list replaced requires more effort (as you need to search…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Need a way to view email image attachments in Maximizer

    . I am working from home and connecting with my constituents (clients) by phone and email only. I need to send documents to them for signature and have them sign and send back to me.

    Many of them do not have computers, or printer/scanners so they will take a photo of the signed document to send to me. Many of these documents are larger in size than the system will allow to be imported to a case file. I have learned that I can import the email with attachment to Maximizer file but I cannot view the attachment from within…

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Time a Task - convert to an Interaction

    Currently, the 'Time a Task' feature is a simple Note, and the timer details appear in the body of the Note.

    However, this means that if you are using the Consolidated Timeline Report, the duration of the Notes doesn't appear in the Duration column of the report - it stays just in the body of the Note.

    I would suggest changing this feature so that it is a fully fledged interaction, and can therefore be included more fully in reports.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. MaxDocs

    The new MaxDocs browsing experience browses away from the main Maximizer UI. This is not helpful if you want to easily refer back to a function, feature or window in Maximizer while browsing MaxDocs.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Highlight only missed required fields and not all required fields

    Currently, if a required UDF is not filled in, all the required UDF fields are highlighted with a red outline.

    It would be so much easier for users to have only missed ones highlighted.

    Better yet, to have the missed fields brought to the top of the list just like it does when the required field is in another key field tab.

    if you have a Tab with almost 100 fields, it is aggravating to the user to try and find the missed field.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Multi-user interactions

    We often do multi-user video meetings and want to save the call history to an interaction for each of them. It would be very helpful to be able to global edit an interaction or introduce a multi-user list (like the appointment dialog) so we can save this record multiple times with one entry.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Timeline - Option to include future activities

    The timeline is a great tool however would really like the option to also show future activities in this list. We have multiple contract employees dealing with new clients for training sessions so the timeline being able to show all upcoming appointments would be great to see at a glance instead of having to run a report every time.

    Something as simple as an option to include future entries would be sufficient.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. HTML editor for non-campaign emails

    Please add an HTML tab to the Compose Email dialog, similar to the campaign email editor.
    Currently items like redirect links are hard to use as you cannot use the link editor to change the visible text (as it removes spaces from the "[...]" breaking it), an HTML editor would fix this issue, and make other changes to the outgoing email and it's functionality possible.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Rollout of Quick Access search icons to users/groups.

    Please add a method to rollout Quick Access icons/searches to multiple users.
    Currently if you create a common Quick Access search (eg account number), the quick access icon needs manually installing by each user individually.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Rick@Jericoenergy.com

    When assigning a new UDF to a listing, the program nicely narrows your search as you add characters. It DOES NOT do that when you go to search by UDF. If you added that, it would be much more streamlined.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Rick@Jericoenergy.com

    I cannot see the description of UDF's when adding a new listing. Many of my UDF's are long. For instance Manufacturer, commercial refrigeration and Manufacturer, commercial. I can only see "Manufacturer". Please let me see the whole description.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Remove from favorite list command should filter on only lists contact is associated with

    When removing a contact from a favorite list, today the CRM presents all existing favorite lists. We would prefer if this dialog restricted to just the fav lists that this contact is a part of. No reason to show others when removing.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Preventing users from Deleting Opportunities should not prevent them from removing a value

    Please split the security setting for allowing a user to Delete Opportunities.

    Currently, if you prevent users from deleting opportunities but allow them edit privileges, they can change a value in a field but can't remove a value.

    This means that once a value has been added to a field, even accidentally, there is no way for the user to remove it.

    In text fields or numeric fields, you can get around it by entering a space or a zero but there is no way to remove a value from a table field without including a blank value in every…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Allow action bar sort to be customized

    Would like the ability to move actions higher or lower in the list, and possibly hide actions that we do not use on the details tab (right side)

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Double click to edit a lead in the leads module

    Currently you can either select edit or double click on the details in an address book entry, case or opp. I suggest you provide the same quick edit access in leads as well to maintain consistency.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Quick modify task date

    Create a quite way to modify a task date. Currently you have to either edit the task and change the date or select Modify Task Date from the Hotlist menu. A right-click option would be ideal to be able to quickly push tasks forward.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Contact switcher missing from hotlist

    In the address book we have a useful contact switcher allowing us to change the details to any contact within the company. This element is missing from the hotlist. We need it to move more efficiently.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 6
  • Don't see your idea?

Feedback and Knowledge Base