Feature Suggestions for Maximizer CRM

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  1. 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.

    243 votes
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      28 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 →
      • document preview

        The original versions of Maximizer had a preview pane for documents. We sorely miss this option and would like to see it reinstated for Web Access. Downloading every document is generally time consuming and an unnecessary inconvenience.

        22 votes
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          2 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
        • Update other fields through campaign redirect url

          It would be good to allow the recipients to update other merge fields via the campaign re-direct url the same way as unsubscribe updates the Do Not Solicit By field. This would be useful in say getting RSVPs to an event invitation sent via the campaign manager. So the invitation email could include a link to RSVP, and that would then update a field in Maximizer depending on whether the client clicks yes or no.

          27 votes
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            3 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
          • Maximizer Mobile app - multiple currencies

            It seems in the opportunity preview on the CRM 2018 mobile app, the currency is ALWAYS in Dollars. We use ZAR (South African Rand) but it doesn't update in the mobile application. Please update Maximizer, so this is corrected.
            Only when you open the opportunity in Maximizer mobile does it show the correct currency you are working in. This is a system glitch that needs to be fixed.

            33 votes
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              3 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
            • 4 votes
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                0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
              • have the option to 'merge to document' from the hotlist

                previous versions allowed you to write a document from the hotlist window. Web access version only allows you to 'merge a document' from the address book!

                37 votes
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                  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • please ad a read receipt feature on the e-mail / webmail

                  please ad a read receipt feature on the e-mail / webmail

                  9 votes
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                    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add appointment start time to the Hotlist Column View available fields

                    Trying to create a Column View in Hotlist that mimics the old Calendar Report that you could download on the Windows client.

                    I am able to select the Date field and the End Time field but not the Start Time field - it's not in the list. There's a Time field available, but this only applies to Hotlist tasks.

                    Please can we add the Start Time field to the list of available fields?

                    12 votes
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                      0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                    • Edit the note properties (Date and Time) in the MobileAccess

                      On creating a note in MobileAccess, users cannot change the note date and time, even when the user has the privilege of changing the note properties in the webaccess.

                      A lot of user's use time and date to show the date of visits or other contacts with customers.

                      14 votes
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                        1 comment  ·  Mobile  ·  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

                        19 votes
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                          0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                        • A better system for submitting feature requests

                          This is THE most ineffective means to submit a feature request. Requests should be submitted by users and then evaluated by staff.

                          The problem with the method you are currently using is:
                          1) people often use wrong terminology to describe what they are looking for
                          2) people often have difficultly describing what they would like to see in enough detail to for others to understand why they need it
                          3) typos and and different words people use will provide different results in the search, so you end up with literally pages and pages of requests to go through - who…

                          10 votes
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                            1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                          • Gridlines in UDF window

                            For ease of updating & reading information, especially when there are many UDF's in the window, the option to add gridlines (as per previous Maximizer versions) would be a great feature.

                            15 votes
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                              1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                            • Folder structure for emails

                              Create a selectable mandatory field option so that outgoing and incoming emails can be saved to pre determined categories.

                              Current situation of simple time and date stamping of emails under a contact makes finding historical email conversations painful & time consuming.

                              If users don't want to be able to save under user created categories then they can deselect the option.

                              But if selected, the sending and saving cannot occur unless a selectable field is ticked as unless its made mandatory users will not save to categories unless it is mandatory

                              13 votes
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                                0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                              • Insert the same document on multiple records with Global Edit

                                With the Global Edit, we can insert the same Note on multiple records.
                                We need the same feature to insert documents through the Global Edit.

                                43 votes
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                                  0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • Appointment Description should be written to logged notes on contact

                                  When completing an appointment, the logged note should include the long text Description field of the Appointment. This is sent in the email notification but is not written to the logged note on the contact.

                                  12 votes
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                                    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Additional "Date Last contacted" type fields.

                                    We have had a few requests to have better "Date Last Contacted" information
                                    Ideally can we get a set of automatically updated date fields for "Last Emailed", "last appointment", "last phoned" etc as well as the umbrella "Last Contacted" field.

                                    6 votes
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                                      1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Create an OCR/Card Scanning feature built into Maximizer Mobile Access/App

                                      Create an OCR/Card Scanning feature built into the Mobile App,
                                      so that sales teams going to events/exhibitions/meetings can easily and quickly upload leads into Maximizer, taking away the faff of importing which can slow things down or doesn't get done.

                                      3 votes
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                                        1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Format phone numbers on import

                                        When using the new importer (which is awesome), it would be fantastic if there was an option to format all phone numbers as they came in (the same way phone numbers are formatted when editing using the UI). This would go a long way to keeping all phone numbers consistent.

                                        6 votes
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                                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 4 votes
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                                            0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
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