Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
24 results found
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Select where to convert Lead module email, Notes & Docs to.
When converting a lead to an opportunity it would be helpful to be able to specify where emails, docs and notes are stored - either at address book or in opportunity.
Many sales enquiries need to be verified before converting to Opps but once verified the emails docs etc should be accessible for a particular Opp.18 votes -
Opportunities in "Save to Maximizer in Outlook"
When trying to save an email in outlook to a specific opportunity - I click save to maximizer - save to opportunity.
Now it wants me to search by last name or company name.
But - many of my opportunities have many different companies involved.
So - why not have the search box bring up a place to enter the Opportunity Name - which would save so much time if we don't remember the exact company that started it all?
It's an opportunity search - simplistic would be searching by opportunity name and nothing else.
Thank you1 vote -
sub-opportunities
In many industries you may have different options within a larger contract. Let's think about a Home repair where you may want to offer a singe customer in a single proposal:
1) Bathroom Remodel
2) Kitchen Remodel
3) Resurfacing floors
4) HVAC UpgradesIt would be nice to be able to group these 4 opportunities under a top level Opportunity. This could allow you to view summary amounts for the top level opportunity, but also enter predictions for close dates on various sub opportunities within a proposal.
3 votes -
Ability to make Actual Revenue field in the Opportunities module mandatory
Ability to make Actual Revenue field in the Opportunities module mandatory
10 votes -
Improve "Delete" option in Opportunities
In order to remove an Opportunity one must go to Edit and then Delete. When the Delete option is selected there is a Pop-up that says that deleting will cause all of the information to be deleted. It needs to be modified to state that if it is an Opportunity that you are deleting that the information for the Contact will not be deleted. It is very confusing the way it is now.
1 vote -
mandatory fields - Opportunity Stage
The Stage field is missing as a value to include in conditional mandatory fields.
Having other User Defined Fields based on what Stage an Opportunity is at really makes logical sense, so as something progresses and a user moves the opportunity along we want to collect different information e.g. Stage = Quote THEN UDF Quote Number & Quote Sent Date become mandatory. Is there any way this can be introduced as a field to select from, has been requested a few times from our user base across different business types. Thanks6 votes -
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 -
Allow opportunity notification based on address book fields
We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.
3 votes -
Sales Team Enabled Flag
With each change in sales leadership in an organization comes a change in Sales Team makeup and distribution. Currently, there is no way to "retire" a Sales Team to preserve it for historical purposes without it continuing to clutter the various drop-downs in the UI.
There needs to be some capability to "retire" a team so that it can no longer be assigned to new Opportunities while still allowing it to be available for historical searching / reporting purposes.
1 vote -
Decouple Lead Owner field management from Sales Manager role
Currently, the ability to change the "Owner" field in the Lead module is tied to the "Sales Manager" role. However, there are many cases where a rep might have the authorization to route Leads to other users, but they should not have the ability to change the Account Manager field on an Address Book record.
The ability to change the Lead Owner field should be handled as a separate role and not tied into the existing "Sales Manager" role.
3 votes -
Leads Notes to be visible in Opportunity Module when converted to opoortunity
When I convert a lead to an opportunity it would be helpful to see the notes from when I worked with that prospect before they were converted into an opportunity
10 votes -
Opportunity Description - Character field is 500
IDEA - Opportunity Description - Make Character field limit bigger than 500.
Our staff members enter a lot of information to this data field but have to shorter our descriptions or continue the description under the notes tabs. It would be great if the character limit was more than 500 as our staff / users would be able to gain all the information they require under the Opportunities tab (especially if using the mobile site and on site with a client). The complaint from our staff is they don't like going between the notes tab and opportunities tab for sales…
4 votes -
Filter Audit Users from Sales Team UI
Currently, the "Team Leader" will show a list of all members of the Sales Team, even those that are limited to "audit" permissions.
In many cases, users from other departments need to be granted access to the Opportunities functionality, but they are not "active" members of the Team and should therefore not be listed in any of the various drop-downs in the UI.
I believe the existing "audit" role can be used to accomplish this limitation without requiring significant reprogramming of functionality.
This would go a long way towards keeping the UI as clutter-free as possible.
1 vote -
View Opportunity status in the Addressbook View
When in the Address Book View need to Be able to view who has current Opportunities (need to be able to add the udf of opportunity status in the address book view)
9 votes -
Date last contacted on opportunity
We would like to see an Date Last Contacted on the opportunity. It should be updated based on selected note or document activity on the opp itself. It would be better still if the feature monitored changes at the address book and cascaded an update one or both ways (user option). So, if I meet with the client and make a note in the address book or the opp, the address book and opp 'Last Contacted' would update. If I update a note on the opp, then the user can opt to update just the opportunity date or also the…
46 votes -
Apply Process Changes to Existing Opportunities
If a user edits an existing process in any way then Maximizer should ask the user if they want that adjustment to be applied to all existing opportunities that use that process. To allow for consistency after process editing.
14 votes -
Search Stage Age
It is helpful to be able to present current stage age and the age of each stage of a sales process in column views but it is frustrating that we can't perform searches on the stage age (current or within each stage historically). If we could make searches in Advanced Search we could make useful dashboards about how many opps spend a month or a week in a certain stage.
23 votes -
Opportunity field Mandatory based on rule
Allow to create the mandatory rule for Opportunity based on Address Book fields.
Example :
if the Company "Category" = "Reseller", the UDF "End customer" on the opportunity must be mandatory.26 votes -
Change when Stage Bar Buttons are pressed
The new Opportunity page shows the stages just above the Opportunity details. When one of these stages is double clicked, the Opportunity opens for editing. It would be nice to be able to double click the new stage and have a pop up which confirms that you want to change the stage. Then only the stage is updated without actually having to edit it and save. This pop up could actually ask whether to update the stage or edit the opp, so you could then do whatever you want from there.
6 votes -
Allow the "Sales Team" field in opportunities be made "Mandatory"
If you don't fill this field out, it restrict some users from seeing the opportunity. Simple fix, is allow it to be a mandatory field so that a user must fill the field in or it can't be saved.
7 votes
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