Feature Suggestions for Maximizer CRM

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  1. Lead Conversion - Notes and Docs

    Currently when a lead is converted, the notes and documents from that lead are copied to the address book. When an opportunity is created though, it would be easier if the users could see the notes and docs in the opportunities module rather than address book. To that end, it would be good if the user had the choice to have the notes and documents copied to the opportunity when a lead is converted rather than just the address book. This could be via a tick box.

    18 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow pdfs & Word docs to appear in Company Announcements on My Work Day section

    Currently you can only upload text or html files to the Company Announcements section for them to appear in My Work Day. Even with html files, images do not appear on that page. This should be fixed as well as allowing pdfs and Word docs to be uploaded and appear visible to all users on the My Work Day page

    17 votes
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  3. Create/Read/Update/Delete Opportunity Partner via the Maximizer.Web.Data API

    Please allow the Partner attributes on an Opportunity to be managed via the Maximizer.Web.Data API

    8 votes
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  4. Leads - Catalogue Search and Dashboards

    Please can you provide advanced search capability in the Leads module, similar to the address book, that will also allow catalogued searches that can be used in Dashboards. Having a leads module is great, but typically management wants to see an overview of the leads that can sometimes be easily accomplished in the dashboards.

    12 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  5. Default entry management in web access

    In the new web access default entry management under settings there are two problems:


    1. There is no way to access a users default note or default document for any module. This is also removed from win access on on-premise admin.


    2. In MaxLive we are not able to global edit default entries, which works on on-premise.


    6 votes
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ear-mark e-mails in Outlook in-box once they are saved to Maximizer -- to eliminate doubt that causes operator to re-save

    When I receive an e-mail, I try to discipline myself to immediately save it to the record of its sender before I double-click on it in the inbox, and then click-on Reply, Reply-all, or Forward to respond.

    But sometimes I forget to first save the incoming e-mail. Sometimes, even if I HAVE saved the incoming e-mail, I may forget whether I have saved it or I haven't.

    Instead of searching for the sender's record in Maximizer, then checking the sender's Documents to verify whether or not I'd already saved the e-mail, I typically re-save that e-mail to Maximizer to save…

    15 votes
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    2 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  7. Adding fields to documents tab

    Being able to add any Maximizer field to a tab would be a great added feature.
    IE: Being able to add FROM and TO email addresses to the FILES The files or documents tab would make it much easier to find an email if we could see who the emails are FROM or who the emails are TO.

    Example: The same Subject line in an email can appear in Maximizer many times, but some of the emails are TO and FROM Maximizer USERS and others are TO and FROM Maximizer USERS and Maximizer CONTACTS. It would be nice to be…

    12 votes
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    2 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integrations with WhatsApp and instagram

    You can add a widget window that allows to add chats with whatsapp and instagram

    5 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  9. Align the list order of the sales processes

    Align the list order of the sales processes shown in the Administrator Opportunities set up with the Opportunity Process drop-down

    3 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. Integrtaion with Slack or an allowance for a insystem chat app

    SalesForce has a product called Chatter
    Slack allows for this type of integration.
    So either allow integration on Live & legacy OR create an insystem chat app?

    25 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  11. Auto logging of phone calls from Mobile App

    When using the Maximizer app from smart phone to dial a number, create a note logging the phone call for that contact.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. margill law interest calculator

    Is it possible to intergrate Margill interest calculator to Maximizer?

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make the Leads section useful.

    While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note.

    Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact…

    3 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. More ways to contact clients - telegram, whatsapp, etc.

    For each phone number, i can configure a number of services - phone, telegram chat, telegram call, whatsapp call, etc.

    System wide, i select which services we use with clients, and an associated icon and URL scheme. You would prepolulate with telegram, whats app, skype, the rest are up to us.

    On the contact details tab, instead of just a phone icon, which uses the tel: URL shcheme, there are also iconds for skype, telegram, whatever else I set up.

    Further, for services not using phone numbers for addressing, they can be listed as "Communications" rather than "PHone" but show…

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. transfer files between contacts

    sometimes erroneously add file to the wrong contact - would like to be able to simply move vs delete and repost

    4 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. System Information

    I would like to be able to move the System Information window and set it to open by default

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Send appointments automatically

    Have Maximizer send email/sms appointments automatcially based on date/time

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Task Organization by Context or Category

    A massive improvement would the ability to categorize tasks. David Allen pretty much destroys the idea of using "high/medium/low" to organize tasks (Todos) in https://gettingthingsdone.com/ as it is worse than useless to prioritize/organize tasks this way (just clutter). The productive way to organize them is by context. Sales Call, Admin Task, Project, Waiting For, etc. that I customize to my needs. And please don't tell me to use the task description field for that.

    Please add a "Context" or "Category" field, and allow me to provide a string name for it, and a requirement the Context is provided before the…

    1 vote
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  20. phone call interface with MS Business Voice to replace Skype for Business

    Link in Phone Calls presently with Skype for Business only. Would ;like to see the integration with Microsoft Business Voice.

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
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