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!
117 results found
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User / Group Security Matrix Update
With the advent of large-screen monitors, the access rights UI for Users and Security Groups should be updated to take advantage of the full width of the screen.
All permissions, privileges, and roles should be visible without having to scroll. It would make reviewing permissions much faster and accurate.
1 vote -
All All / Remove All Buttons on User Setup
When administering a user in the Web Access Administrator, there is no way to quickly remove a user from all of their Group / Team memberships. Each box must be clicked (which triggers a postback) and then the Remove button must be clicked to execute the operation.
In the Windows Administrator, the list item could be double-clicked to remove it - or ALT+R could be used for even faster performance. The Web Access Administrator is too inefficient when working with a large number of users on a large number of Groups / Teams.
Since ALT+R would not work in a…
1 vote -
Multi-Group Ownership Expansion
In the Address Book, the Full Access and Read Access fields support multiple Security Groups. This needs to be extended to:
UDF Setups
Column Setups
Search Catalogs
NotesThis would significantly decrease Security Group complexity where users from multiple departments require access to the same UDF.
1 vote -
Default Entry Management
This needs to be added to the Administrator module. There is currently no way for an administrator to review the Default Entries for the users.
In the Windows Access application, an option to "View Default Entries" existed for each of the modules, but this does not exist in the Web Access application, nor is there any way for the Administrator to review and alter Default Entries without being logged into Web Access as the user in question.
In an on-premise deployment, this can be easily done via SSMS, but that's obviously not an option in CRM Live.
We need to…
6 votes -
CSV Import
The Contact # field isn’t available in a column layout so it’s not possible to export a list of existing Contacts to then match to your new CSV data to be imported (using VLOOKUP for eg) to provide the Contact Number field for importing which is required for matching along with the Identification field.
The Import functionality is lacking in a few other aspects as well which is a pain in real-world usage as they really make life difficult :
- Table type UDF’s use to be able to be populated by the import process, but this no longer happens.…3 votes -
7 votes
My Work Day will be replaced by a dashboard in the future.
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Link Client Service Cases to 'how-to' Knowledge Base articles
We have many different processes for the firm. When we create a new case, we always tag it with a specific "Products / Services" selection. We want that to automatically link to Knowledge Base articles connected to the same "Products / Services" (or "Categories")
Then, the "view in knowledge base" button on a case can link to the how-to article that is appropriate for it.
Thanks
3 votes -
please ad a read receipt feature on the e-mail / webmail
please ad a read receipt feature on the e-mail / webmail
12 votes -
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?
Thanks18 votes -
Maximizer Unicode
Maximizer needs to be a fully unicode compliant application. When integrated with other tool, the records created by synchronization contain often ??? instead of Chinese or Japanese characters.
126 votes -
To assist Users in complying with CASL., the "Opt-in email type" field should be an available field for Global Edit and Importing
We're about to begin migrating several thousand customer entries and want to use the "Opt-in email type" field in order to comply with anti-spam legislation. We're not able to see the "Opt-in email type" field under the Global Edit options. Is the only option to manually change individual records? It would be beneficial to have the "Opt-in email type" field available as an import field as well.
17 votes -
Dependent List field values
Possibility to link 2 drop down lists to filter the second one values based on the first one.
Field 1:
- A
- B
- C
- DField 2:
- A1
- A2
- A3
- B1
- B2
- B3
- C1
- C2
- ...if B is selected on field 1, field 2 must display only B1, B2 and B3.
257 votes -
7 votes
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Allow Yes/No fields without default
Please allow Yes/No fields which are empty until a deliberate Yes/No choice is made. At present when a new entry is created all the Yes/No fields are populated with their default values automatically (and in the case of Opp and CS entries a whole set of history notes are logged "User U set the field F to X"). There are situations in which this behaviour of defaulting a field (and logging notes) is wrong, and not just misleading. For example in a customer feedback application it can appear that the customer has answered all questions because all the Yes/No fields…
10 votes -
Linking a task to multiple contacts
Would like to see the ability to link a task to multiple contacts using a global edit function.
11 votes -
Add a date box when adding a global note or any global edit function.
Currently the date must be manually changed in any global note.
4 votes -
Access Partner Info within Opportunity
Once a partner has been assigned to an Opportunity, it would be useful to have access to the partner's information from within the opportunity module. At the moment the only info available seems to be the partner's name.
19 votes -
Use keyboard to move through UDF's - not just the mouse!
We need to be able to quickly move through our UDF's and enter data. It is taking much to long to open each UDF, check off the appropriate items, click ok and wait for it to close. Before switching to Maximizer LIve we were able to use the keyboard to move from one field to the next and make our selections. It was MUCH quicker!
9 votes -
Ability to create a memo field UDF
Add the option to create a Memo type (nvarchar(max)) field as a UDF. The maximum length for a UDF is currently 255
31 votes -
UDF visibility based on field based formula rule
Allow rule based visibility of UDFs (similar to rule based mandatory status of UDFs). For example, UDF is hidden, but make it visible (unhidden) if field based rule returns true. E.g. UDF First Enquiry Date is Hidden, but make it visible if Category = Customer.
20 votes
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