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!
76 results found
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Enable keyboard-entry date and time shortcuts
The desktop version provided keyboard short-cuts to input dates and times, enabling me to keep my hands on the keyboard and my eyes on the screen continuously.
Maximizer LIVE instead forces me to constantly remove my right hand from the keyboard and shift my gaze from the screen to locate the mouse, grab it, find the cursor, move the cursor to the pertinent dialog box, search for the applicable date and time, and click it to make my selections, then return my right hand to the keyboard.
It would be MUCH less-disruptive to my workflow and faster if the capability…
9 votes -
Automatically position cursor at 'Company Name' or 'Mr/Mrs' when creating new record
Adding new Company / Individual / Contact records is necessary drudgery. Minimizing the number of times that the operator's hand must leave the keyboard to use the mouse will speed his entries. Automatically positioning of the cursor as-requested by the title of this suggestion will save each operator just a little bit of time and effort, each time he/she adds a Company, Individual, or Contact -- and therefore A LOT of time and effort across the Maximizer user community.
6 votes -
Create option to prompt 'Activities' update after completing 'Notes' entry
I typically add a note upon completing what I am prompted to do by a Hotlist 'to-do' task. But all-too-often, I forget to either mark the Hotlist 'to-do' task as completed, or -- as is the nature of my workflow -- to revise the Hotlist 'to-do' task to schedule my next task with that particular contact.
An option to set-up the 'Notes' for prompting me to either mark the Hotlist 'to-do' task as completed, or revise/update the Hotlist 'to-do' task would help me make sure that I don't allow follow-up's to 'fall through the cracks' that jeopardize the process of…
9 votes -
External auditing
Create a better, more concise mechanism for saving, exporting, or sharing documents including embedded emails with external auditors. Currently you can create a note report for notes but you have to select and email documents to yourself to save or share with an external auditor. Email type documents cannot be shared in this fashion but if logging is enabled then the info should be captured in notes.
3 votes -
Combine Address Book, User-defined fields, Notes, Documents, Contacts, Hotlist, and e-mail in one view.
The desktop version of Maximizer enabled the user to view 'tiles' of the Company/Individual/Contact record in the Address Book with User-defined fields, (other) Contacts, Notes, Documents, Hotlist, and an Outlook display -- all in one view, without switching screens.
As you know, the Maximizer LIVE screen enables the user to see the Address Book data and User-defined fields, and EITHER the (other) Contacts, or Notes, or Documents, or Hotlist, with no view of e-mail.
I've gotten used to this limitation, but I would be able to work much faster if the lag-time between switching screens between Contacts, Notes, Documents, Hotlist,…
3 votes -
Web Access Template Library - Upload HTML Directly
The Telerik RadEditor control leaves a lot to be desired for editing Case Notification templates. It reformats HTML in some undesirable ways. In the legacy Windows Access Administrator, Case Notification templates could be imported directly from pre-existing HTML files, but this feature is not available in the Web Access Template Library. The Web Access Template Library needs to be extended to allow pre-created HTML content to be uploaded without needing to use the Telerik RadEditor control.
3 votes -
Active Users
The Desktop version used to offer a way to see if there were users currently logged into Maximizer. This was done in the Administrator Tool.
The new web version does not appear to have that ability. This ability is helpful if a system reboot or website restart is needed.
1 vote -
Search by full name
How is it that we can simply type in Christian and Last name when creating an Appointment to search for an Individual or Contact.
Yet we can't do the same in the Addressbook search box?
The fastest way by far of locating a contact or individual is to type Christian and Last name which will always have the least duplicates.
Can the Addressbook search box get the Appointment functionality?9 votes -
Global Edit shortfalls
The Opp Stage & Status are unavailable in Global Edit, nor in the CSV Import function
18 votes -
"Allow Public Entries" Expansion
In most cases, the "allow public entries" is really limited to whether the user can create public Address Book entries or not. However, I think the concept is more granular than that.
I want users to be able to create public Address Book Entries, Notes, and Documents - but for the vast majority of users, I do not want them creating public Column Setups / Search Catalogs / Email Templates / etc. Often times, users will create these items without realizing what the implications are and it leads to clutter across the program. Certain users (department heads, admins, power users,…
3 votes -
Clean up user objects without deleting the User ID
When a user stops working for a company, most people will delete that user ID from the database. However, by doing so, the user is no longer available and stops showing up in various search functions (Case Owner, Opportunity Team Leader, etc.). For historical reference purposes, it would be good to keep the User ID around. However, doing this results in the various Column Setup / Favorite List / Coloring Rules / Search Catalog / Dashboard / Email Template / Action Plan screens becoming cluttered with data of users that no longer work for the company.
There needs to be…
4 votes -
Clear user permissions
Nearly every Maximizer database I've seen does not correctly implement group-level permissions. Instead, permissions are a mixture of user-level permissions and group-level permissions. Trying to clear all user-level permissions to go with a 100% group-based security structure is a nightmare because each user has to have their user-level permissions manually un-checked. There is no easy way to quickly clear all user-level permissions.
In an on-premise world, a SQL trace could be executed and reverse engineered to clear these values directly in the database, but the user tables are typically the most complex to interact with manually and updating the columns…
7 votes -
Formula UDF - using a field with the same name as a system field
If you have a UDF with the same name as a system field, then try to use it in a Formula field, the UDF won't be used if it is in the root folder - it will always use the system field.
I suggest either of 2 possible changes:
Firstly, change the way fields are referenced in formulas to use a unique identifier. That way the correct field always gets used.
Or secondly, adding a duplicate check when creating UDFs to at least make the user aware that creating a matching field can cause issues.
6 votes -
Allow configurable mandatory fields for user creation
When creating a new Maximizer User, it should be possible to define which fields are mandatory on a per-database basis, similar to how mandatory system fields can be configured for the Address Book, Opportunity, and Customer Service modules.
This would allow administrators to define certain fields (like First Name) that must be filled in prior to the creation of a new User. Currently, only User ID and Last Name are mandatory for on-premise databases.
This needs to be expanded to increase the accuracy of data available for each User and simultaneously allows for greater personalization options in the application.
2 votes -
Address Book Permission Refinement
Currently, user / group permissions control access to the "Address Book" as a single entity. However, there are frequently cases where the permissions need to be more granular than this.
For example, a customer has no use for the concept of "Individuals" and they want to prevent users from inadvertently adding this kind of record into the database. Currently, the only front-end solution is to deploy a MenuBuilder customization which removes all references to "Individuals" from the various record creation menus.
Ideally, this should be handled by separating the user / group permissions into buckets for:
- Company
- Individual
- Contact
Business…
9 votes -
Custom Tab to allow inclusion of Opportunities and/or Customer Service Cases
Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab
17 votes -
Add an Un-Delete facility for recovering records deleted by mistake
When deleting a Contact I have inadvertently deleted the whole company record.
The only way to recover the record is to have my Maximizer Consultant recover the backup then re-mount the entire database before he can transfer the record at a cost of almost $700.
An Un-Delete option is the solution to this expensive inconvenient issue. Daria was planning this enhancement in 2016, has there been progress??12 votes -
Add custom sort order to Key Fields selector drop-down
Add a "Move Up" and "Move Down" feature to the Key Fields listing in Administrator, thus allowing a custom sort order to the Key Fields selector drop-down. Similar to what can be done for table field items.
In Key Fields an ordering can be forced by numbering or lettering, but this becomes untidy, and therefore a user experience is requested that is similar to table field items.6 votes -
Ability to change the color scheme
I've had some requests from my team to be able to change the highlighted column (or other) colors in Max CRM live.We just want to be able to change the general color scheme and customize it for each.Changing anything in the color scheme would be nice. Our employees are accustomed to the offline version up until a couple of years ago. We could previously change anything in the color scheme.
12 votes -
Group / Team Descriptions
Often times Security Groups and Sales Teams are created by one regime and inherited by the next one. As such, the intended purpose for many Groups / Teams is lost over time. It would nice to support some of the attributes found in the UDF Setup functionality:
- Description
- Requested By
This is in addition to the other Group / Team stuff that has already been requested. :)
4 votes
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