Feature Suggestions for Maximizer CRM

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  1. Custom note filter for existing list

    We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.

    249 votes
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      29 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
    • Add Make Selected List Current option to right click menu

      This would be a great little addition to save time for users - tick multiple entries, right click on the address book and have the ability to make the selected list current - many other Edit Menu items are available but this one is missing.

      34 votes
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        2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
      • Link Maximizer appointment to current contact in addressbook

        In earlier versions of Maximizer, there was button that allowed the user to link a new appointment to the current addressbook entry. This option in not in the recent versions (2018+)

        37 votes
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          1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
        • Add a Suburb Line

          Add a Suburb Line under the Address (Some addresses are too long to fit in the current address lines)
          eg:
          Address Line 1
          Address Line 2
          Suburb
          City/Town
          State/Province
          Country
          Zip/Postal Code

          18 votes
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            0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
          • Saving an email to an Opp in Outlook is hard to choose between Opps from one company.

            In Outlook integration when saving an email to an opp: Changing the column setup will only make it easier to find the company/contact from the opportunity. But on the next fase it is hard to choose an opportunity when the Objective is always e.g. Upsell. It is hard to make the opportunities within a company differ from each other. Please make this customizable or add description to the screen.

            19 votes
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              2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • Case Follow-up Deadline

              Case Follow-up Deadline email reminder

              7 votes
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                0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
              • Global Edit for Sales Opportunities

                In the Windows version, we could update Partners in an Opportunity with Global Edit. It would be helpful to have this feature return.

                4 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • document preview

                  The original versions of Maximizer had a preview pane for documents. We sorely miss this option and would like to see it reinstated for Web Access. Downloading every document is generally time consuming and an unnecessary inconvenience.

                  22 votes
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                    2 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • Edit Quick Access Icons

                    My quick access icons were already set up for me from my administrator. The problem is they are all the same clock icon. It would be amazing if there was an ability to go back and change these up so I could fully utilize quick access at it's best.

                    1 vote
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                      1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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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                        3 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
                      • Possibility to change Partner in opportunity.

                        Now and then we have opportunities where we need to change Partner. Doing so all relevant information such as documents etc. follow the opportunity which is very usefull.

                        BR Jesper

                        4 votes
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                          1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                        • Integration with Appointedd booking software

                          Create an integration with Appointedd booking software so that all bookings can be synched to CRM contact details

                          2 votes
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                            0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                          • Partner Portal should retain the last list.

                            Partners are not subject to the training that an employee would be for using the Maximizer software. When Partners are working with their list of clients and they log out and log back in again, their screen is blank. This causes much un-needed panic since the partners think that all of their clients are deleted. (Reported by DMS Marketing)

                            2 votes
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                              0 comments  ·  Maximizer CRM Live  ·  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.

                              36 votes
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                                3 comments  ·  Mobile  ·  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.

                                18 votes
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                                  3 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                • Azure Active Directory

                                  It would be fantastic if we could integrate SSO with Azure AD. It allows us to expand SSO without poking holes in our firewall as well allows us to continue putting in applications already used with Azure AD SSO. This is something we use for Adobe products, etc. already.

                                  6 votes
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                                    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Office 365 SMTP Authenticated Submission

                                    We use Office 365 and would like to use it for sending e-mails from Maximizer Live.

                                    This can be done on a global level by overriding the Maximizer email server settings, but the issue is that in Maximizer Live, there is no ability to specify SMTP settings on a per-user basis, so e-mails can only be sent through one Office 365 hosted mailbox for all Maximizer users.

                                    If there was the ability to specify the email server settings on a per-user basis, we could specify each user's Office 365 hosted mailbox and each user would then have their e-mail sent…

                                    3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 1 vote
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                                        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                      • A better system for submitting feature requests

                                        This is THE most ineffective means to submit a feature request. Requests should be submitted by users and then evaluated by staff.

                                        The problem with the method you are currently using is:
                                        1) people often use wrong terminology to describe what they are looking for
                                        2) people often have difficultly describing what they would like to see in enough detail to for others to understand why they need it
                                        3) typos and and different words people use will provide different results in the search, so you end up with literally pages and pages of requests to go through - who…

                                        11 votes
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                                          1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Custom tab contact widget

                                          The current contact widget needs to present the data in a more dense fashion. The use of icons and the photo image are not necessary compared to the need to see more contacts in less space.

                                          The current look of the contact tab with a simple view - name, phone1, phone2, phone3, email and position would be better.

                                          3 votes
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                                            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
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