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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I use Avery label #5164 - I want to set preferences to use Middle Thick paper - Maximizer doesn't allow me to do this.
Could you set up Maximizer so that different thickness of paper can be used.
1 vote -
Have the phone number in a edit box that can a user can “Copy and Paste” it into a Dialer.
For my sales calls, I want to use the Google dialer but there is no easy way to copy and paste the phone number into the dialer. Can you provide me an easy way to copy the phone number of a specific contact in Maximizer?
James Gielarowski
TallySoft, Inc.1 votelack of demand
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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 -
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 -
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 -
User Setup Grid Sorting
Currently, when the user setup grid in the Web Administrator module is sorted on any column other than "user id" the sort is lost when returning to the grid after editing a user's details. The grid needs to retain the sort order between user edit operations.
It's incredibly slow and painful to continue to have to re-sort the grid when making many changes to a specific group / department of users.
1 vote -
Key Fields Grid
In the Web Access Administrator, the Key Fields maintenance grid only shows 2 columns:
Name
Requested ByThis can be easily expanded to also display:
Full Access
Read Access
Description
Applies to Modules
Creation Date
Created By
Currently, it's impossible to quickly review this information. You have to manually drill-down into each list. With more than 60 lists defined in the database, doing any meaningful analysis is next to impossible.1 vote -
Coloring Rules Dialog
The Coloring Rules setup dialog needs to be similar in functionality to the Column Setup / Search Catalog dialog screens. It needs the "Show All" / "Show Mine" toggle and the Full Access / Read Access values need to be visible in the grid. It's impossible to quickly determine details about a Coloring Rule setup without drilling down into each rule separately.
1 vote -
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 -
accessibility issue - sending emails with outlook needs visual/keyboard clues
At times users need to drive things with the keyword, or a keyword proxy that they can drive with voice recognition like Dragon NaturallySpeaking.
The dialogue that pops up when sending an email is problematic. I have no visual clue as to which option is selected by default, and no way to select between them using the keyboard. I would expect the default option to be highlighted somehow, and if I were to use the up and down arrows that the selected option would change.
Then I could press enter to select the desired option. Also, shortcut keys would be…
1 vote -
Add Appointment - Icon Bar
In the “Add Appointment” window – the icon dropdown menu is vertical. I would like to suggest that it be horizontal like the icon bar in “Add at Task”. It would be much easier to use as with the vertical menu, your mouse moves around before you get to the bottom and then loose the menu bar. Also be able to move the icons around so that the ones you use the most could be first in line. If the bar is horizontal that is not as important.
1 vote -
iNTERACTIONS
Interactions when used in Customer Service Cases or Opportunities (Accounts) should generate an email notice to monitors of the case, just as Notes does. Otherwise it does not have any value over notes.
1 vote -
I hate the look of this latest update. How about you give us our colors back.
If some people want monochrome let them chose that as an option don't force it on everyone. I prefer the previous color theme I've been using.
1 vote -
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 -
opp viewer
We need ability to jump from Opp Viewer to Contact list using PopUp Action menu, similar to Opportunities window.
See attachment1 vote -
Bring back Edit mode in address book
Edit mode in address book
I cant believe you have removed this feature.
The workflow of double clicking ANYWHERE in the bottom half of the details area was much faster for us that the current update. We don’t like having to click the specific pencil button to edit. Prefer to have it edit when we click on a field.1 vote -
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
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