Feature Suggestions for Maximizer CRM

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  1. 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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      2 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 →
      • Hide Products/Services items

        We now have many old items in our Products/Services drop down for Opportunities and Cases. We would like to be able to hide older items so they don't show.

        47 votes
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          9 comments  ·  Sales Opportunities  ·  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 →
          • 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 →
            • 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.

              40 votes
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                0 comments  ·  Document Management  ·  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.

                11 votes
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                  1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                • Select all option

                  I would like to see a "Select All" option under Specify Table Field Values for Search when doing an advanced search with user defined fields.

                  22 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Enhanced audit log reports

                    Our clients would like to see some additional user functionality in the audit log reports. The ability to search and filter the report to pick multiple users without having to choose all users, as well as filter by security groups or teams. It would also to be helpful to be able to refine the search to specific user defined fields.

                    19 votes
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                      1 comment  ·  Web Access  ·  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

                      12 votes
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                        0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                      • Link Maximizer contact to Outlook appointment

                        When a user adds an appointment in Outlook the resulting appointment syncs to Maximizer as personal. We are requesting a button in Outlook to add a Maximizer contact to the Outlook appointment so upon syncing with Maximizer it is associated with the CRM contact.

                        21 votes
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                          1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                        • Provide system fields that can be used to Display number of Current Opportunities, Open Cases, & Incomplete Tasks & Appointments

                          It would be great to be able to see on the Details tab, or include in a Column View, the number of Current Opportunities, Cases, or Incomplete Tasks/Appointments for the AB record to save having to visit each of those tabs to check on these. Gives a real snapshot of the current involvement with anyone. By having fields available for each of the different statuses that increases this eg being able to see how many Current/Won/Lost/Suspended/Abandoned Opps

                          12 votes
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                            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                          • Word for chrome and firefox

                            Why does the Maximizer Word integration only work with Internet Explorer? That is highly inconvenient and short-sighted, considering that browser is not very good and not very widely-used these days compared to Chrome and Firefox. I would very much like to see Chrome functionality added a.s.a.p..

                            10 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Setup items user-defined fields

                              Currently when you want to modify items in a UDF table you have to select the table then close the pop up window to choose the items from the main UDF menu. I suggest modifying the workflow to cut down on mouse click by including the table button in the UDF window.

                              9 votes
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                                0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add a Quick button to the Customer service area of the Address book to enable a Note to be added to a selected case with out entering it.

                                Currently with a Company selected in the Address book, when selecting a case from the Customer Services tab and then clicking Add Note it gets added to the Company. Would it be possible, If selected or ticked that a quick button could be added next to the current buttons for Resolve, Sign & Escalate to add a note to that case.

                                9 votes
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                                  0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                • Address book entry details tab for opportunities

                                  When viewing a hotlist task there is an 'Address Book entry Details' tab.

                                  Having the same tab when viewing an opportunity would avoid having to switch between modules.

                                  9 votes
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                                    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Adding Hotlist Task

                                    When adding a task, the Time field is prompted empty, & when you click on the clock to get the list of times it starts at 12:00AM which is ridiculous. It should either operate in the same fashion as the Start Time does when adding an appointment, or prompt your start time from your preferences setting

                                    9 votes
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                                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Moblie Voice Recordings

                                      The ability to upload voice recordings from your mobile phone

                                      9 votes
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                                        1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Drop down list of Users

                                        We need to have a field with our users names.
                                        We created a table and created manually all current users as values of this table. Not easy to maintain...
                                        It would be easier to be able to link an UDF to the existing users of Maximizer. The changes done to Users can then automatically update the UDF list.
                                        Nice to have :
                                        - possibility to choose if we want to display disabled users.
                                        - possibility to decide if the field is "single value only" or multi-select.

                                        9 votes
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                                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Open a docx document and save it back to Maximizer word document (update in stead off creating a new copy)

                                          When you open a MS Word document from Maximizer you can edit this document. But when you save this document back to Maximizer a new copy is added to the documents tab in Maximizer. We would really like to see a save option to update the same document in Maximizer.

                                          Because on opening the document in MS Word, the name is changed by adding tmp to the name it can't be updated back to Maximizer.

                                          15 votes
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                                            1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
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