Feature Suggestions for Maximizer CRM

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  1. Zapier integration with the Leads module

    Zapier integration with the new leads module is currently not available, would be great to add this endpoint for the leads module for integrations moving forward.

    44 votes
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      1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    • UDF for Leads records in the new Leads Module

      The new Leads Management Module is a big step forward ! Maximizer becomes modern and intuitive for users !
      To have more flexibility, we should be able to create UDF on Leads and map these fields to UDF on Contacts/Companies/Opportunities.

      34 votes
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        2 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
      • Note report format

        When printing a note report directly from the notes tab, the output groups notes by contact. If a customer wishes to see a continuous timeline, this report is out of order. We see the notes for contact1 then for contact2 then for the company or household, but the most recent or oldest note can be in any one of these three buckets. This makes the report output much less useful for users trying to figure out what has happened recently. We need a format option to NOT group by contact/company/household.

        15 votes
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        • Custom Tab to allow inclusion of Opportunities and/or Customer Service Cases

          Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab

          12 votes
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            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
          • 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
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              0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • When sending an email to a list, a feature that detects when multiple recipients have the same email address, and option to save preferences

              When sending an email to a list, particularly with Households, sometimes by request, multiple recipients will share an email address, so then they get 5 of the same email. It would be great to be able to detect when multiple records in a list have the same email address, then option and catalog those preferences.

              This would allow households to receive the email only once.

              8 votes
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                0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
              • View Opportunity status in the Addressbook View

                When in the Address Book View need to Be able to view who has current Opportunities (need to be able to add the udf of opportunity status in the address book view)

                6 votes
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                  0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                • New UDF Type(s)

                  Being able to allocate multiple staff (Max Users) to an Opp or a Case, when using Account Manager is of course only limited to a single person, would be a great improvement, eg putting together a project team.
                  This would also need to flow ideally to being able to send emails to all Team members.
                  Setting up the Teams in Administrator isn't an ideal solution as they can be very dynamic.
                  Also the ability to schedule Tasks & Appointments against a whole team rather than an individual as it currently is would make sense.
                  Another type of UDF that would…

                  6 votes
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                  • 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

                    28 votes
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                      0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                    • Link Client Service Cases to 'how-to' Knowledge Base articles

                      We have many different processes for the firm. When we create a new case, we always tag it with a specific "Products / Services" selection. We want that to automatically link to Knowledge Base articles connected to the same "Products / Services" (or "Categories")

                      Then, the "view in knowledge base" button on a case can link to the how-to article that is appropriate for it.

                      Thanks

                      3 votes
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                        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                      • 3 votes
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                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                        • MS Word Add-in - retain document category

                          Opening Word documents from Maximizer and then saving those documents back in to Maximizer using the Microsoft Word add in doesn’t carry over the Category field from the document that was originally opened.

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Word for chrome and firefox

                            Why does the Maximizer Word integration only work with Internet Explorer? That is highly inconvenient and short-sighted, considering that browser is not very good and not very widely-used these days compared to Chrome and Firefox. I would very much like to see Chrome functionality added a.s.a.p..

                            19 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Provide system fields that can be used to Display number of Current Opportunities, Open Cases, & Incomplete Tasks & Appointments

                              It would be great to be able to see on the Details tab, or include in a Column View, the number of Current Opportunities, Cases, or Incomplete Tasks/Appointments for the AB record to save having to visit each of those tabs to check on these. Gives a real snapshot of the current involvement with anyone. By having fields available for each of the different statuses that increases this eg being able to see how many Current/Won/Lost/Suspended/Abandoned Opps

                              12 votes
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                                0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                              • Monitoring on Address Book

                                Why limiting the monitoring feature only to Opportunities and Customer Service ?
                                It can be very useful to monitor some fields on Address Book entries.

                                52 votes
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                                  0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add support for Chrome and Firefox for use with the Word integration

                                  Please add support for Chrome and Firefox when using the Word Integration.
                                  Internet Explorer is the only supported browser with the Word integration, this can lead to end user annoyances constantly needing to switch browsers. Many users feel that IE lacks in performance and many other areas when compared to Chrome/Firefox.

                                  27 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Looking for a way to find Address book entries without opportunities.

                                    Unfortunately, while you can retrieve the Address Book entries associated with an opportunity, or the opportunities associated with an Address Book entries, there is currently no way to build a list of Address Book entries that are not associated with any opportunities

                                    3 votes
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                                      1 comment  ·  Task Management  ·  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.

                                      255 votes
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                                        29 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Save email to Opportunity in the Maximizer Outlook App

                                        Currently, you can only save an email to an Opportunity in the desktop version of Outlook using the Maximizer tab.

                                        It's not possible to do this using the Outlook integration in the App Directory - please can we have this functionality as non-Windows Office 365 users rely on the App to integrate emails with Maximizer.

                                        21 votes
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                                          1 comment  ·  Integration with other Applications  ·  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 →
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