Feature Suggestions for Maximizer CRM

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  1. 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.

    49 votes
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    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    64 votes
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    2 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  3. Zapier integration with the Leads module

    Zapier integration with the new leads module is currently not available, would be great to add this endpoint for the leads module for integrations moving forward.

    50 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  4. Global Edit shortfalls

    The Opp Stage & Status are unavailable in Global Edit, nor in the CSV Import function

    12 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  5. Search for text in documents or e-mails within one company in the documents tab.

    In the latest version (V2019) from Maximizer you can search in the note tab for text in notes. This new feature is well received and this feature should also be available in the documents tab. Searching through emails from 1 company to certain text is really needed as I am listening to my customers.

    15 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. leads two pane

    The leads module should present two panes as in the address book (and the rest of the CRM). Specifically, we want to keep the leads list view at the top and add a details/notes/docs/activities widget format at the bottom. Much better for speed and reducing clicks.

    16 votes
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    3 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  7. Display Day of the Week Name at Top of Calendar Screen

    The old Windows interface showed the day eg Monday beside the Date in the heading at the top right of the calendar window when in Day view, & it would be nice to have it back please, as if you email someone about an appointment & don't recognise what day of the week it is this would save having to move the email window to uncover the calendar at the right of the window

    3 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integrate web to lead with new Leads module

    The new leads module is great, however leads have to be manually entered or come from the upload of a list (CSV etc). Integrating the lead module and web-to-lead functionality would be a logical next step so that web leads automatically enter the lead module for handling (assigning, tracking, reporting etc). In it's current state it doesn't really benefit my firm but would greatly improve our process and lead tracking if this functionality were there.

    36 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Loss of column setup option in contact / company search dialogs. Can this be added back?

    Since the recent update to Maximizer 2019 you could use custom column setups when searching for contacts / companies.

    Like
    - Add opportunity contact
    - Add opportunity competitors
    - Add opportunity partners
    - Add case contact

    For some customers the basic fields in the default column view used in this dialog are not enough to find the correct record

    16 votes
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    3 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add an Un-Delete facility for recovering records deleted by mistake

    When deleting a Contact I have inadvertently deleted the whole company record.
    The only way to recover the record is to have my Maximizer Consultant recover the backup then re-mount the entire database before he can transfer the record at a cost of almost $700.
    An Un-Delete option is the solution to this expensive inconvenient issue. Daria was planning this enhancement in 2016, has there been progress??

    12 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. Custom Tab to allow inclusion of Opportunities and/or Customer Service Cases

    Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab

    15 votes
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    7 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  12. Update "Date last contacted" when email saved

    If the sent/received date of an email saved to Maximizer is more recent than the contact's Date last contacted value, update the value, matching on email address in the Address Book regardless of what type of entry the email was saved to.

    9 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  13. Hide or remove redundant groups

    In a new database there are security groups that appear to be redundant now, for example "Crystal Reports Users". Can you simplify by not creating these in new address books?

    8 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Associate Key Fields with Advance Search results

    I can associate a column view with a catalog search result but I cannot associate a Key Field view with the search result.

    I have a catalog search, I can associate the column view with that search result but the Key Fields are not sticky. I would like to have multiple catalog searches and assign each one its own column view and key field listing so that the person entering the information will always see the same key field list every time they pull up that catalog search.

    8 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Leads Module

    Ability to modify Lead Source list so we can segment leads by things such as a specific source such as a trade show so we can market to them directly via the Mail Chimp Integration

    9 votes
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    0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  16. Titlecase Function For Formula User-Defined Fields

    Example

    [HW] = example field

    TCASE([HW]):

    hello world = Hello World
    Hello world = Hello World
    hello World = Hello World
    HELLO world = Hello World

    2 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. "Replace" Function For User-Defined Fields

    An option to replace an already made field, keeping the same name but changing the field type.

    Without the need to delete, re creating it and re adding it to an contact key field.

    4 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. Include udf in appointment desciption

    We would like to be able to include data from a UDF in an appointment This could be something add by the user within the description or as something that Admin can add to every appointment.

    3 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Possibility to remove company name on personal address when contact is linked to a company

    Possibility to remove company name on personal address when contact is linked to a company

    1 vote
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
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