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!
32 results found
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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 -
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.
12 votes -
Hide basic fields
Allow users a 'hide' option to all system fields in all modules (First Name, Department, Products/Services, etc.). If the field is set to hidden, the field would not display in the entry dialog. Many clients complain about the fact that we have near total ability to customize key fields and no ability to customize the basic fields.
11 votes -
'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.
9 votesNote that History tab has been discontinued in 2022 release.
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Combine Entries: add privilege, simplify and speed up
Make Combine Entries a privilege in Access Rights and simplify and speed up by doing a direct move of data, abandoning the existing copy and delete scheme. At the moment Combine Entries has a copy and delete scheme - copy the data then delete the original. but this complicates the process unnecessarily, and under-the-bonnet a direct move of data (i.e. change the ClientId / ContactNumber, etc.) should be a lot simpler and faster. What's the point of copying? To provide a safety net? We already have one! If the Combine Entries was a wrong action then duplicate the…
9 votes -
Adjust the limit of 20 entries to show on the on the open street map option in Maximizer
It would be very usefull for our customers to have the limit of 20 entries to show on the on the open street map option in Maximizer raised to 100+ entries.
9 votes -
Notification Manager - Opportunity Stage
Would it be possible for the Notification Manager to monitor the Opportunity Stage field?
9 votes -
Outlook addin doesn't see past 1st email address on record
When composing a new email in outlook, if you switch to the maximizer addin, and click the 'Add Maximizer Addresses' button in order to add emails, when you search for records this only returns the first email against the record. Please add support for the other email addresses stored against records.
7 votes -
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 -
Combined Companies: no audit, and opportunity audit fields altered
When combining a company, the opportunities lose their original created date and user. As well, there is no specific note regarding the merge process that took place. The original creator and data information are very important and should not be changed when a company is merged.
4 votes -
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 -
Create a web link that goes directly to an address book entry when some is logged in
When a client calls in and the message is emailed to the estimator. It would be ideal to be able to include a link that would allow the recipient to click and be taken directly to that entry. Obviously they would have to logged into max already or be directed to the login page and then once logged in, still be taken to the entry. This would save mobile users from having to search for entries and dealing with the spelling of names etc.
3 votes
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