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Feature Suggestions for Maximizer CRM

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32 results found

  1. Eliminate random session timeouts by allowing something other than In Process for session management

    Please allow us to change session state management from In Process to State Server or SQL Server. The problem is that anything that causes the app pool to recycle (app crash, auto recycle, etc) causes users to lose their session state.

    Supporting an out-of-process session state allows these things to occur without losing session state and having things timeout. Furthermore, it's much more scalable and fault tolerant.

    12 votes
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    Under review  ·  0 comments  ·  Web Access  ·  Admin →
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  2. no user report that shows users currently logged into Maximizer Web Access

    Can we see the number of users logged in via web interface from same window which displays the users were logging into Maximizer through Windows access

    20 votes
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    2 comments  ·  Web Access  ·  Admin →
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  3. Automatic selection of "key fields" dropdown depending on a user defined field

    At the moment you need to manually select from the key feilds drop down, there is no option to have this selection automatic. Please add a user defined field which switches the key field based on the selection?

    25 votes
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    3 comments  ·  Web Access  ·  Admin →
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  4. Maximizer Web Access - add read receipt option to email compose window

    Add a read receipt option to the email compose window in Maximizer Web Access - like there is in the Maximizer CRM Windows client

    25 votes
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    2 comments  ·  Web Access  ·  Admin →
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  5. WebAccess Emails and Outlook 'Sent Items'

    One limitation of sending emails via the Maximizer Web Access is that it doesn't create an entry in Outlooks sent items.
    Would it be possible to add an optional feature where the server creates a sent item in the users 'sent items' folder?

    67 votes
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    3 comments  ·  Web Access  ·  Admin →
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  6. Add Cell formatting to the Grid Integration Framework

    It would be nice to be able to apply custom formatting to a row in the Grid Framework such as the ability to set the background color of a specific column or columns.

    6 votes
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    Declined  ·  0 comments  ·  Web Access  ·  Admin →
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  7. Deleting Dashboards in the Web

    You can create and edit Dashboards in the Web Client but you cannot delete redundant Dashboards. Please add Dashboards to the Administrator menu in the Web Client as per the existing functionality in the Windows Client.

    4 votes
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    Declined  ·  1 comment  ·  Web Access  ·  Admin →
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  8. Maximizer Web Access telephony integration

    Provide outbound dialing and inbound caller detection integration based on TAPI as per Windows client. This will allow clients who require Maximizer telephony integration to switch to Maximizer Web Access as their main user interface.

    37 votes
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    1 comment  ·  Web Access  ·  Admin →
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  9. Organisation Chart

    Will the organisation chart feature in the application version of Maximizer be making its way to WebAccess? Or is it there and I have not spotted it?

    43 votes
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    Under review  ·  5 comments  ·  Web Access  ·  Admin →
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  10. Strategy libraries

    In Maximizer web access it does not seem to be possible to access the Strategy Library to create new Strategies or modify existing ones! Could this feature be added?

    35 votes
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    3 comments  ·  Web Access  ·  Admin →
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  11. UDF Description fields

    When you create a UDF you have the option of writing a brief description of the purpose of that field. When you come to add a UDF value this description is visible in the desktop application but not in the web client. Could it be added to the web client, ideally to be visible when you "float over" the field name?

    16 votes
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    0 comments  ·  Web Access  ·  Admin →
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  12. Increase Maximum Upload sizes in the Web Client

    The 4MB limit for web access uploads is too small for many customers who wish to load larger documents and emails with attachments. The Maximum upload size needs to be configurable by the administrator - possibly on a per user basis.

    42 votes
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    4 comments  ·  Web Access  ·  Admin →
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