Feature Suggestions for Maximizer CRM

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  1. Coloring rules on appointments are visible in the Hotlist but not in the Calendar

    When you create a coloring rule on appointments (e.g. Product A is red), it is visible in the Hotlist. But when I view the same appointment in the Calendar, the color has not been applied.

    3 votes
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      0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
    • Create missing table items - import option

      May we have an option in the File Import (XLS etc) that table items that are in the import data but missing from the setup are created in the setup automatically by the import. In Maximizer CRM 2018 the import fails if table items that are in the import data are missing from the setup.

      3 votes
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        under review  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
      • Global Edit new version 2018

        It is great to have the option to add a note when you global edit in Maximizer 2018. But I miss the option to select a category. (most likely a "Global Edit" category.Later you can search much easier on category of the note than the actual text of the note.

        3 votes
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          started  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
        • Improve the maintenance of users in the Adminstrator module

          Add the option to change the column view of the users.Then it is possible to see values of the User UDF's or other basic user fields

          Next step is a global edit option. Instead of changing values 1 by 1 user (you can calculate the time you loose when you have +20 users.

          Also a filter option to only show the active users. Now you can sort on the Webaccess column to see the Active users, but after changing something on a user you have to sort again on the Webaccess column. Really frustrating when you are busy maintaining a…

          9 votes
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            2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
          • Notification Manager: Send emails instead of toaster notification

            Great tool, the notification manager, as soon as it works. I would like to see the notifications triggered by the notification Manager being e-mail notifications in stead of toasters. I would like to see an additional option on the creation of the trigger for this.

            3 votes
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              0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • Show address details from a related contact in customer service details tab

              Companies (customers) who are using the Customer service module in Maximizer CRM intensively want to see the address details of the related contact person. At this moment you can Show the contactperson with the option "Show in Addressbook", but it is more efficient to show the address details of the contactperson in the details tab, besides the address details of the related company. Also an option to show the address details of the related contactperson in the Keyfields section.

              15 votes
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                0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
              • improve monthly view calendar report

                When generating a calendar view report the month and day of the week are missing from the top. There is no indication what month you are looking at, which makes for a poor user experience.

                16 votes
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                  2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                • Copy note from one entry to another entry

                  We would like to see an option to transfer a note or multiple notes to an other entry. E.g. a note from an company to an opportunity, other company, individual etc.

                  6 votes
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                    1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                  • Address suggestions when creating new entry

                    Whenever you create a new entry and type in for instance a company name, Maximizer could give you suggestions based on your earlier created entries. Same with Address 1, phone number.. Great way to see if you've already got this entry somewhere. Especially if you've already got it, but misspelled..

                    9 votes
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                      1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                    • Would like to see a default edit view

                      Would like to see the option to view edit mode as a default option in the address book in Max 2017 Web Access version. When you have someone who spends a lot of time daily updating existing records there is a lot of time wasted going into and out of edit mode.

                      6 votes
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                        0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                      • Dashboard appointments match one or more option unavailable

                        On creating a dashboard on the appointments you can show the appointments of a user with a certain Products/Services. When you select more than one Products/Services it becomes an AND, AND option. You have to create multiple dashboard indicators to see appointments with certain Products/Services. Please take this into consideration on the re-constructing the Dashboard module in the future.

                        12 votes
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                          0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                        • 'Print All' Button in History & Audit Tabs

                          We need the ability to 'print all' items displayed in the History and Audit Tab.

                          In History you can print the individual entries but not in a single report.
                          The Audit tab has no print options at all.

                          This is becoming a requirement due to clients needing to create reports under the data protection act.

                          6 votes
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                            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                          • Show the History tab entries as a list

                            Show the History tab entries as a list just like the activities tab. The options to open a document should then be available next to the filter options.The History tab items take a lot of space, so users have to scroll a lot to get to the wanted item..

                            18 votes
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                              1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                            • Change UDF Yes/No to a checkbox

                              A Yes/No Udf works as it supposed to work, but to replace this type of UDF with a check box would be more up to date and would help a more modern interface.

                              7 votes
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                                0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                              • When you see the Calendar in E.g. the week view, the Tasks section should show the tasks in the week.

                                In the Calendar you can see the Overdue Tasks on the right of the screen in the Task section. I would like to see the All the Tasks from the period of the Calendar that is viewed at that moment. E.g. When you have the Weekly or Monthly view set on the Calendar, it is a feature request to see the tasks from the same period. Not only the overdue tasks as it is set 2017R2 and older.

                                9 votes
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                                  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                • Full Access and Read Access can't be used for formula fields

                                  I would like to use the Basic Fields Full Access and Read Access in a Formula field. You can't select them when inserting fields into the formula.

                                  6 votes
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                                    0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Show numeric thousand seperator keyfields

                                    When you display a numeric UDF in keyfield without the currency symbol the thousand separator is gone.
                                    Give us an option to show the separator in the Keyfields

                                    12 votes
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                                      0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                    • UDF Setup allowing the attribution of a field from Company or individual level to carry down automatically to the Contact

                                      When setting up a UDF, it would be helpful if you can set the attributes of a UDF to automatically carry through to all contacts below it. This means that when an new contact is added if the UDF is flagged to carry down to the contact it is automatically in place when adding the new contact. This is very helpful when building marketing lists of contacts by both email and regular mail.

                                      7 votes
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                                        0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Introduce HotKeys to the Webaccess

                                        We would like to see that HotKeys are available in the Webaccess. E.g. the Hotkey to make a phonecall to the selected contact: <F7> as it is in the Windows application of Maximizer.

                                        143 votes
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                                          1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Enhance search documents (Rolling date and save the document Search to a catalogue)

                                          At this moment we can search on the contents of documents and notes. Customers ask for the ability to search on a Rolling Date in stead of setting dates with a Start Date and End Date. Next to that, it would be very usefull to save the search to a catalogue and create a shortcut as all the other searches on the Addressbook, Opportunities and Customerservice.

                                          3 votes
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                                            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
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