Feature Suggestions for Maximizer CRM

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  1. Assistant Email or Email Address 2/3 Auto Send in CC in Bulk Messages

    Would be ideal if a client's assistant can be automatically cc'd on all correspondences either using one of the email fields or a UDF. Would also work if multiple emails can be added to Email 1 field separated by comma or semi-colon.

    15 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Complete recurring appointments

    When completing a recurring appointment the user is prompted as follows:

    'Do you want to change the "complete" status of all the other occurences of this recurring appointment?'

    OK Cancel

    We request that the buttons be Yes and No rather than OK and Cancel. The current labels are not intuitive.

    52 votes
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    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Trigger alert based on Do Not Solicit - Email

    The new Alerts are useful - but the list of things you can trigger an alert on is missing the Do Not Solicit by field.

    This would let you show an alert every time someone unsubscribes

    12 votes
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    1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  4. Mass Emails

    during our busy time of the year.. we tend to have up to 700 clients per month to contact. as of right now.. there is a character limit for the To: , BCC, or CC . would be nice to have this unlimited which will allow us to send as many client an email at a time.

    15 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Reminder Templetes

    Should have more features to customize the reminder emails sent to clients. option to add and remove difference options to better customize our templates

    10 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Provide the ability to link a Suburb to a Zip Code

    When adding a new AB entry, be able to have Max prompt the 1 or perhaps 2 Zip codes that are available to match the City/Town field. Eg, here in Perth WA, Perth city has a zip/post code of 6000, a neighbouring suburb Burswood is 6012 etc, so we'd need to be able to maintain a table of these, which would need an import facility as the list is available from our postal service

    6 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. opportunity column view shows company phone not contact phone number

    Column View only shows Company Phone numbers, not Contacts numbers. When selecting a opportunity you cannot view the contacts phone/cell number in the Main Opportunity window as it only pulls up the company numbers.

    12 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    73 votes
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    2 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  9. Hotlist keyword search

    Hotlist search by keyword in all fields

    12 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. Search by full name

    How is it that we can simply type in Christian and Last name when creating an Appointment to search for an Individual or Contact.
    Yet we can't do the same in the Addressbook search box?
    The fastest way by far of locating a contact or individual is to type Christian and Last name which will always have the least duplicates.
    Can the Addressbook search box get the Appointment functionality?

    9 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. 2FA or MFA Support

    I'm quite surprised that Maximizer doesn't even have this as a current idea.

    Most web based systems have some form of 2 factor authentication.

    I would like to see Maximizer follow suit so we can leverage something like DUO - https://duo.com or even Google Authentication for tighter security around our CRM logins.

    9 votes
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    1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  12. customize the templete to go along with the icon in the appt.

    A way they we can customize the calendar templates to go along with the icon we assign to the appointment

    9 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them

    When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them. We often make profiles for couples and they both would like to receive our emails.

    1 vote
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Global Edit shortfalls

    The Opp Stage & Status are unavailable in Global Edit, nor in the CSV Import function

    18 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  15. Text doesn't wrap in notes and comments

    In the old Maximizer, text in notes and user defined fields used to wrap so the entire text could be viewed without hovering over it. I much preferred this.

    6 votes
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  16. 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.

    50 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  17. When a Note Category is Assigned, Team gets a notification

    It would be great, that if when certain note categories are assigned, the team gets notified automatically by email. Often a Client Problem, or Client WIN must be communicated to the entire team, so that appropriate actions can be taken. Having to create the note, then email details manually to the team takes twice as long, and feels very redundant. Creating a task doesn't feel like it fits either, if there is no activity needed and the task can only be assigned to one person at a time.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow Selecting Multiple Categories For Notes

    Would be great to be able to assign more than one category for a note. Sometimes I cover multiple items in a single conversation and would like to be able to select more than one category.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow opportunity notification based on address book fields

    We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.

    3 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sales Team Enabled Flag

    With each change in sales leadership in an organization comes a change in Sales Team makeup and distribution. Currently, there is no way to "retire" a Sales Team to preserve it for historical purposes without it continuing to clutter the various drop-downs in the UI.

    There needs to be some capability to "retire" a team so that it can no longer be assigned to new Opportunities while still allowing it to be available for historical searching / reporting purposes.

    1 vote
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    2 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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