Feature Suggestions for Maximizer CRM

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  1. View in browser link for email campaigns

    This is something that you see on lots of email campaigns and it would be a good addition to Maximizer.

    The email may not format for the recipient correctly for some reason their email client and this gives them an option to see the email in a web browser

    It would be good if the email was still merged with the customers fields when they view it this way.

    12 votes
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    0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  2. MailChimp Tags

    Can the MailChimp tags be added to the standard MailChimp integration with Maximizer?

    I see this being added as a single table user defined field into the existing MailChimp folder

    Adding support for this would allow you update and search in Maximizer the MailChimp tags

    9 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  3. 2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Viewing the Calendar when adding an appointment in Customer Service

    It is currently possible to add an appointment when a Customer Service case is selected.

    However, you can't view the Calendar directly when adding an appointment like this.

    This would be useful, for example, when trying to schedule appointments for engineers. Another simple example is just trying to schedule something for your own day - you may want to view the Calendar to see how the day is shaping up in general.

    This was a feature of Maximizer previously but was lost in the move to Web Access.

    The suggestion is for this feature to be returned.

    4 votes
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    1 comment  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  5. Lead Conversion - Notes and Docs

    Currently when a lead is converted, the notes and documents from that lead are copied to the address book. When an opportunity is created though, it would be easier if the users could see the notes and docs in the opportunities module rather than address book. To that end, it would be good if the user had the choice to have the notes and documents copied to the opportunity when a lead is converted rather than just the address book. This could be via a tick box.

    18 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  6. how to link zoom meetings to a contact in maximizer or using outlook to sync contact maximizer

    you guys need to figure out how an outlook meeting can be with associated with a contact in maximizer, with all of these virtual meeting systems available now something needs to be done. we have compliance issues at stake here.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Colouring rules for UDF's

    It would be great if we could add colour to a UDF output.

    I have an IF formula that mathmatically checks 2 numeric UDF's to ensure that they have the same value and outputs "PASS" or "FAIL" depending on result.

    I would like to be able to colour the "FAIL" red so that it stands out in the KEY Field allowing my team spot the "FAIL" more easily.

    Hope this gets lots of votes!!

    9 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Being able to import Attendees from Outlook

    Being able to automatically link the attendee's listed in my outlook calendar to the attendees in maximizer (assuming they are already contacts in the address book) would be an ideal feature as it would add an extra link between modules without having to manually update the maximizer meeting.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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  10. Fix tech glitch in Dell contraption? Appear at Dell support for help

    The tech glitch can show at whatever point and as such there is a real part to report the issue. In the event that you can' report the issue, by then you can look for the strategies for thinking on YouTube tech records or you can in like way call the Dell support for essential help. https://www.dellsupportme.com/

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create/Read/Update/Delete Opportunity Partner via the Maximizer.Web.Data API

    Please allow the Partner attributes on an Opportunity to be managed via the Maximizer.Web.Data API

    8 votes
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  12. Leads - Do Not Create Opportunity option

    When using the Leads module you can Convert the entry to an Address Book entry.

    When doing so you are presented the option to create an Opportunity at the same time. There is also the check box available for 'Do Not Create Opportunity'.

    However, there is no option to enable this checkbox by default. This would be useful if you are a business that either doesn't use the Opportunity module, or creates Opportunities manually at a later time.

    6 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. ShareSync

    Sharesync integration would be great, thanks

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  14. save email to maximizer with keyboard only

    would like to be able to assign keystroke that would take an Outlook message and save it to maximizer, bringing up the appropriate dialogue if necessary. A documented solution using autohotkey would be sufficient.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. outlook integration customization

    The ability to choose what happens when emails are sent or received. Example, create a follow up task.

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Adding a "BACK" Button to Maximizer CRM

    Maximizer older versions used to have "BACK" buttons, which was a most useful tool. Please reinstate as would make the user experience more productive and fluid

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  17. Adding a "BACK" Button to Maximizer CRM

    Maximizer older versions used to have "BACK" buttons, which was a most useful tool. Please reinstate as would make the user experience more productive and fluid

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  18. Does this integrate with my iPhone, MacBook Pro and desktop contacts?

    Does this integrate with my iPhone, MacBook pro and desktop contacts?

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add link within a notification alarm to get back to the ticket/company.

    Add link within a notification alarm to get back to the ticket/company.

    3 votes
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