Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Optional Case Emails

    This is something a customer questioned me on and it is quite a good suggestion.

    Would there be anyway that when creating Cases the automated email that is generated and sent to the customer could be an optional thing? I.e some kind of UDF flag Yes\No style thing?
    There are some instances whereby a Case creation email is not required.
    Thanks

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  2. Multicurrency in Customer Service Module

    The billing fields are not in any currency even though multi-currency is selected. For companies that have support rates by country, this is very important. This feature request is to enable multicurrency support for the CS module.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  3. Notes in Customer Service Cases should indicate the CS Case they are related to

    Notes printed from Customer Service cases should include the CS Case number field in the printout. Currently when printed, the CS notes and contact notes look the same. In the event you pass the printed note to an admin they may not realize that that the note relates to a CS Case. This results in wasted time.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add all the required fields when logging a service case via the Outlook tool

    Currently, the basic fields of Company, Product / Services, Categories, Subject and Description's available when logging a case via the Outlook app. We have a number of additional fields set as required and currently a user needs to log the case via Outlook and then additionally would have to log in via the web interface to complete the additional fields. The ideal would be to have these fields available when logging the service case so the additional log in to the web app is not required to fill in these fields.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  5. When sending emails from customer service save email to customer service documents only

    When sending emails from customer service save email to customer service documents only. At the moment it saves in both general documents and customer service documents

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  6. Case Follow-up Deadline

    Case Follow-up Deadline email reminder

    16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  7. Customer Service Process

    Create Customer Service Processes similar to Opportunity Processes in 2017. The ability to create various process for servicing various products/services would be a great feature. Also include the stage time gaps UDFs also to track the progress of the service cases.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to choose the resolution date when resolving a case

    Provide the ability to choose the resolution date when resolving a case. Default to current date but make the field editable.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  9. All Cases, My Cases, My CURRENT Cases, why isn't there an ALL CURRENT cases options?

    As stated there is an All Cases, My Cases, and My Current Cases options, in Customer Service, but to get All Current Cases, you have to load all Cases and then filter it, which takes extra time. It would be GREAT if there was a one step option like there used to be.

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  10. transfer case

    Option to move an existing case to a different address record. Perhaps the "duplicate current case" could request the address record you wish the case to be duplicated against.

    22 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  11. Method to link related customer services cases

    There are occasions when the same issue is reported by different customers. It would be useful to have a method to link related service cases so that it's easier to find and resolve all the individual cases.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  12. Customer service case at the record level there should be ability to control Full Access and Read Access for the users

    Currently there is no access control on the customer service cases

    due to this for the mid size and bigger organizations find difficult to manage with this limitation of Maximizer

    Preferably there should be Record Level Access control similer to Address book

    or similer to opportunities (team concept)

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  13. Provide a Details tab for Customer Service view

    To create a Details tab in the Customer Service view so that you can see an overview of the customer service case. This is already available for Address Book and Opportunities where the details tab is a really useful feature.

    The details tab should contain an overview of the contact, the type and description of the case and the current status, along with the ability to use Key fields to customise the view

    33 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  14. Provide more system fields when creating a case from an email

    Allow users to define the fields that must be completed when creating a case from an email when using the Outlook add-in toolbar. At present I can complete only Products/Services, Categories, Subject and Description. I would like to be able to complete Owner, Assigned To, Follow Up Deadline, and Priority as well. Other people may want to have other fields.

    21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  15. Being able to acc a competitor/partner to a customer service case

    Many of our customers would like to have the possibility to add a 3rd party contact/company to their customer service cases. Similiar to the way competitors and partners can be added to opportunities.

    11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  16. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  18. Global edit customer service cases

    Sometimes you need to resolve multiple cases at the same time. The current global edit does not allow you to update the "Resolved by" or "Solution Notes". It would be ideal if the Global edit dialog included the fields to correctly close multiple cases.

    62 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    8 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  19. Attach multiple contacts to a custoemr service case

    Sometimes you need to attach multiple contacts to a case. This is particularly important if the case is created from an incomming email where muliple people are CCd. At present this would create multiple cases.

    27 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  20. Customer Service - Last Modified Date

    Whenever a note or email is added to a case in Customer Service, the 'Last Modified Date' doesn't change. Please can this change to reflect the last time anything is added to the case? This would allow easier tracking of case handling.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4
  • Don't see your idea?

Feedback and Knowledge Base