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. Combine Address Book, User-defined fields, Notes, Documents, Contacts, Hotlist, and e-mail in one view.

    The desktop version of Maximizer enabled the user to view 'tiles' of the Company/Individual/Contact record in the Address Book with User-defined fields, (other) Contacts, Notes, Documents, Hotlist, and an Outlook display -- all in one view, without switching screens.

    As you know, the Maximizer LIVE screen enables the user to see the Address Book data and User-defined fields, and EITHER the (other) Contacts, or Notes, or Documents, or Hotlist, with no view of e-mail.

    I've gotten used to this limitation, but I would be able to work much faster if the lag-time between switching screens between Contacts, Notes, Documents, Hotlist,…

    3 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Outlook - address book integration

    it would be nice if maximizer could sync with a specific address book folder just for maximizer data. This way one could keep the original outlook address book folder distinct from the maximizer one. This would be very helpful to avoiding duplications of contacts.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 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 →
  9. Asana

    Asana is a project management tool that would be benefical to be able to share information.

    1 vote
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  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.

    12 votes
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    2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    76 votes
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    3 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow a contact record to a part of a household and a company record.

    Right now, we are limited to assigning a contact record to one company or one household (Financial Advisor version). It would be ideal if we could assign a contact record to both a household and a company.

    Often times I will have a contact as a client inside a household record but also deal with this contact as part of their role with their employer. In this case, it would be great to have the contact under both the household and the company records.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  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.

    9 votes
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  16. Allow us to filter widgets in custom tab

    The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.

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

    Provide the ability to left swipe to complete activities in the mobile app similar to mobile access

    3 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  19. Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live

    Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live
    Currently there are iPhone/Android Apps to scan business cards which can import directly to iPhone Contacts and SalesForce CRM. It would be nice if these apps could work with Maximizer CRM Live. The option should exist to add the card info as a "Lead" (for a brand new lead) or add the contact info to an existing Address Book Entry (company), as a new Contact for that specified Company. This would help eliminate a great deal of data entry work, on an ongoing basis.

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow Birthdate Field Mapping For Outlook Contact Sync

    Similar to the previous idea of being able to customize the mapping for address fields when syncing between Maximizer and Outlook, it would be ideal if we could also have the Birthdate field sync with contact records in Outlook so that we do not have to rely on creating recurring hotlist tasks in Maximizer for Birthdate reminders.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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