Feature Suggestions for Maximizer CRM

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  1. Add additional service providers to the VOIP integration

    My company uses OOMA Office as our VOIP provider. It would be great if the VOIP integration could accept more providers.

    1 vote
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  2. 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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  3. VOIP integration with ring central

    there used to be the ability to have incoming calls pull up the Max customer or t omake phone calls and log them using Max.

    Would be nice to have that feature

    1 vote
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  4. API Opportunities Link to Campaigns

    A client has a need to create Opps thru the API but can't relate this back to the Campaign that originated the Opp as the API doesn't give access to the Campaign ID field

    3 votes
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  5. Set Process when inserting opportunity via SQL

    We often use maximizer.data or maximizer.web.data to get the relevant ids and then do the insert or update operations required via sql. However when inserting an opportunity in 2017 via sql, there doesn't seem to be a way to set the process (default or otherwise).

    A stored proc or documented way of doing this would be nice.

    9 votes
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  6. Allow a custom web application to add a new font icon to the icon bar

    In Max 2016 it was still possible to add an icon to a custom entry in the Icon bar by creating the appropriate png files and adding them to the images\shortcuts folder. Since 2017 and the change to use a font to place the image before the entry this functionality no longer works (although it is still in the documentation !!). Can we have a way of adding our own entry icon using the new font method ?

    3 votes
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  7. Web Following Grid Tabs Order

    Ability to order the tabs in the followingwindowsets.xml, at present when adding a new tab to the file, its appears as the first tab on the webaccess.

    16 votes
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  8. Web Following Grid Framework Export to Excel

    An export to excel option like there is on the opportunities tab

    10 votes
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  9. Recalculate formula fields via SQL

    As a developer it is sometimes easier and more efficient to update data directly in SQL instead of using one of the API's like Maximizer.Data and Maximizer.Web.Data

    At the moment if there is a formula field that references a field/UDF that I update/insert/delete directly in SQL it does not update in Maximizer.

    We could also update the formula values in the SQL manually, but we have to rely on the users to tell us what fields are formula and what the formulas are. Then expect them to remember to tell us when they change them.

    A stored procedure that recalculate…

    130 votes
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    We are committed to making Maximizer work for both public cloud (CRM LIve) and private cloud (on premise). The only way to make that work is through API’s. We use the API’s ourselves so will continue to evolve them. Please use the dev.connect forum to ask any questions about the API’s if you need more insights to help do the work that you need to do

  10. List records in the Web Access

    For a Custom Action project, we need to be able to populate the Address Book list from either ClientID/Contactnumber or Parent Keys.

    9 votes
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  11. Web Following Grid Sort by Header

    When clicking on a column header to sort alphabetically as per other tabs.

    15 votes
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  12. Web Following Grid Framework Default Values

    Set default values for checkbox widget and DropDown widget. Also the selected option should "stick" when moving from one company to another rather than resetting itself which is what happens now.

    13 votes
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