Feature Suggestions for Maximizer CRM

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  1. 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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  2. 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 →
  3. 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 →
  4. 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?

    22 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  5. Integrations with WhatsApp and instagram

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

    2 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  6. Enable keyboard-entry date and time shortcuts

    The desktop version provided keyboard short-cuts to input dates and times, enabling me to keep my hands on the keyboard and my eyes on the screen continuously.

    Maximizer LIVE instead forces me to constantly remove my right hand from the keyboard and shift my gaze from the screen to locate the mouse, grab it, find the cursor, move the cursor to the pertinent dialog box, search for the applicable date and time, and click it to make my selections, then return my right hand to the keyboard.

    It would be MUCH less-disruptive to my workflow and faster if the capability…

    9 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  7. Automated campaigns

    The current automated campaigns interface could be improved if looked at from a beginner user's view point.

    Indeed at initial use, the beginner user has the real fear of sending the wrong email to the wrong customers, at the wrong time.

    All of this crucial information is currently only available after several click throughs. requiring an almost advanced knowledge of how to use campaigns.

    A little code could produce a Campaign control panel which would sumarize the essential elements. as above.

    If it was made to stand out and look appealing,it would encourage more users to give automated campaigns a…

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. You need LinkIn Links back!

    You need to bring LinkIn back!

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. If we could save excel files to Maximizer the way we are able to save word documents.

    I open between 6 and 10 excel files each week. Make small changes then the process, <save to desktop> <open address book entry> <drag into documents> <save> <then back to desktop to delete the file>. Yet with word we can just save the word document to the address book entry, one step instead of five.

    7 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  10. Automatically position cursor at 'Company Name' or 'Mr/Mrs' when creating new record

    Adding new Company / Individual / Contact records is necessary drudgery. Minimizing the number of times that the operator's hand must leave the keyboard to use the mouse will speed his entries. Automatically positioning of the cursor as-requested by the title of this suggestion will save each operator just a little bit of time and effort, each time he/she adds a Company, Individual, or Contact -- and therefore A LOT of time and effort across the Maximizer user community.

    6 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. Leads system fields

    Integrate the Maximizer system fields and make them available in the column setup for easier sorting/management

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 6 votes
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  13. transfer files between contacts

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

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. Increase Options for Sending Custome Service Case Notification Emails

    I would like to see three options added to the notification email sending process.
    1. Allow custom STATUS categories the option of sending a notification email, in addition to the current defaults of assign, resolved and escalate.
    2. Any time a customer service case is saved, send notification emails.
    3. If a customer service case is untouched for xx days, send a notification email with an additional header along the lines of, "As a reminder this case is currently in queue."

    3 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  15. Send appointments automatically

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

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Encryption of Email or Attachments

    There should be integration with application to encrypt emails or attachments. In this day and age, there is expectation that the emails are encrypted.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. integration with Qqube

    Operates as a data warehouse tool that integrates with Quickbooks and others as well as crossfunctions with MS BI and other analytic tools

    6 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  18. Maximizer App - Push Notifications

    It would be good to have notifications come through on the mobile app and show a brief preview of task/appointment without having to log in and check the app all the time. Handy if somebody is on the road and have multiple appointments or tasks that day, a quick reminder can help people keep on schedule.

    7 votes
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    1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  19. Leads Module - View only active leads remove archived leads from view

    It would be helpful to have the option to view only active leads and remove archived leads from view

    1 vote
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  20. Hotlists

    When using hotlists, there should be an easy option, to connect the hotlist task directly to the customer file. Instead of have to navigate 3 pages currently, before getting back to the customer file

    1 vote
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
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