Feature Suggestions for Maximizer CRM

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  1. UDF Report

    The Reports that were in the Administrator are not available in the Web Access ie Address Book Summary & UDF Report. They should be! And the list of UDF's in the web access Setup UDF's screens should include extra columns to show details such as what level they apply ie Company, Contact, Individual, whether they are Single or multi value tables etc.

    3 votes
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      0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
    • Add Make Selected List Current option to right click menu

      This would be a great little addition to save time for users - tick multiple entries, right click on the address book and have the ability to make the selected list current - many other Edit Menu items are available but this one is missing.

      34 votes
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        2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
      • Custom tab notes widget

        The new custom tab widget for notes would be far more useful if more than one line of notes was visible at once. The current widget has too much white space and is inefficient in presenting multiple entries.

        Ideally we would see something along the lines of the notes tab - one line per note withe date/time, text, creator. Then we can see several recent notes or last 5 notes - more than we can now.

        The current model only shows one note, which is not enough.

        3 votes
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          0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
        • Saving an email to an Opp in Outlook is hard to choose between Opps from one company.

          In Outlook integration when saving an email to an opp: Changing the column setup will only make it easier to find the company/contact from the opportunity. But on the next fase it is hard to choose an opportunity when the Objective is always e.g. Upsell. It is hard to make the opportunities within a company differ from each other. Please make this customizable or add description to the screen.

          19 votes
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            2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
          • Custom note filter for existing list

            We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.

            249 votes
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              29 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow un-set sales process when only one exists

              If there is only one sales process in the database then an existing opportunity that uses it cannot have it removed, i.e. un-set to empty. If there are two or more sales processes in the database then an existing opportunity that uses either can have it removed.

              In databases with a single sales process, if a new stage is added to that sales process then it is not possible to edit this revised sales process onto an existing opportunity because of the lack of the un-set option.

              3 votes
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                1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
              • TLS 1.2 Support

                We just installed Maximizer 2018 R2 and found that we had to enable TLS 1.0 to get it working. TLS 1.0 is no longer secure and our security team is advising against us using Maximizer. Please add support for TLS 1.2 throughout the entire application.

                This includes ww2.maximizer.com which is currently blocked by our security team because its TLS/SSL support is so bad. See this link for details:
                https://www.ssllabs.com/ssltest/analyze.html?d=ww2.maximizer.com

                22 votes
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                  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                • Enhanced audit log reports

                  Our clients would like to see some additional user functionality in the audit log reports. The ability to search and filter the report to pick multiple users without having to choose all users, as well as filter by security groups or teams. It would also to be helpful to be able to refine the search to specific user defined fields.

                  19 votes
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                    1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow corporate identity on "Manage your email preferences" form

                    Add a facility for customers to customize the "Manage your email preferences" form with their own corporate identity. Perhaps via a new special template in the Templates Library.

                    6 votes
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                      1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                    • System Reports are required for Maximizer CRM Web Access and Maximizer CRM Live

                      It is very difficult to see which user or group has what permissions. We need to be able to get reports on user & group permissions, privileges, and roles etc. in order to more easily administer Maximizer CRM Web Access and Maximizer CRM Live, especially when you have more than 5 users!

                      The old MaxExchange product provided detailed HTML reports on distribution sites. Maximizer CRM Web Access and Maximizer CRM Live need the same types of reports for permissions, privileges and roles!

                      6 votes
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                        1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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.

                          9 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…

                              12 votes
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                                4 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 →
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