Feature Suggestions for Maximizer CRM

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  1. Text doesn't wrap in notes and comments

    In the old Maximizer, text in notes and user defined fields used to wrap so the entire text could be viewed without hovering over it. I much preferred this.

    9 votes
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  2. Search Catalog

    can we actually have a way of putting all searches into different folders!

    It gets frustrating going through one giant list

    9 votes
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  3. Date UDF Fields include Time

    I believe that the Date fields are stored including the time, but only presented as dates whenever shown. It would be handy if a Date UDF could have an option to also display the time component

    4 votes
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  4. New UDF Type(s)

    Being able to allocate multiple staff (Max Users) to an Opp or a Case, when using Account Manager is of course only limited to a single person, would be a great improvement, eg putting together a project team.
    This would also need to flow ideally to being able to send emails to all Team members.
    Setting up the Teams in Administrator isn't an ideal solution as they can be very dynamic.
    Also the ability to schedule Tasks & Appointments against a whole team rather than an individual as it currently is would make sense.
    Another type of UDF that would…

    6 votes
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  5. Each Contact to have unique billing, shipping, and contact addresses, all printible to a label

    Each Contact in a Company should have the option for an address for a OFFICE LOCATION Address, BILLING Address, Shipping Address, and that sequence should be repeatable / printable to an envelope, or label through Word Integration - and the sequence detectable so when I want to print 1000 labels for billing addresses for each contact at a company, I can do so and it will grab the right address. Similarly if I ever want to send a CONTACT who works from home a package (not the company, but the contact) I have to print labels by exporting the list…

    10 votes
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  6. Mailing label position

    I would like to be able to indicate the label position for each time I print labels. Otherwise whether I am doing 1 or 25 labels I would have to start a new page of labels for each one. That would indicate a lot of waste for expensive labels

    2 votes
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  7. I would like to be able to customize the colour in Maximizer

    I would like to have more options for the colour used in Maximizer. The Green is too much, would like more neutral colour options... I honestly preferred the white blank background over the new green one.

    25 votes
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  8. Ability to Customize Colors for all sections (Calendar, Opportunities, etc)

    Ability to Customize Colors for all sections (Calendar, Opportunities, etc). The current purple on the calendar appointments makes the black text very hard to read.

    29 votes
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  9. Choices with date format, to reduce column width in view.

    A full date makes a column VERY wide. We use Maximizer for our sales meetings and like to fit many columns into one view. Long dates make it much harder to fit multiple columns in one view. Suggest three formats: Current long form, January 25, 2016, Total short form 1/25/2016 and condensed 26-Jan-2016.

    11 votes
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  10. 6 votes
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  11. Show outgoing call subject in his notes tab similar to emails

    Subject line when making an outgoing or incoming call does not show in the notes page. E-mail subject lines do. Rather than seeing the "text" say phone call: XXXX say subject:XXXX like e-mails do when stored in notes.

    2 votes
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  12. Expand Notes Reading Bar & Save as Default Setting

    I would like to expand the notes reading bar and save it as my default for whenever I view any notes. You can expand it but it doesn't save that change. And when you do expand it the notes just run off to the right and disappear rather than carry on below in the white space.

    Would be excellent to setup that Notes screen to have expanding reading space and have the words fill into that space.

    22 votes
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  13. User Defined Fields

    Would be great if we could have the ability to set a default settings where the UDF's that are filled in show up and the tree is expanded always. Save this as my personal profile view or something? Lots of things within Max could use this type of thing. The ability to save your view of things moving forward so you don't have to always open things up every time.

    21 votes
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  14. 6 votes
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  15. Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)

    Currently, users can free-type into any basic fields that have a drop-down list (such as "Position" or Opportunity "Objective") even when they don't have the Access Right "Modify System Tables" which enables them to add items to the drop-down list.

    One of our biggest customers needs to be able to restrict this so that the users can only select from the list, not free-type into these fields.

    We think the best way to do this would be at field level, rather than user level, such as in the Administrator > File > Preferences > Mandatory fields - you could have…

    178 votes
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  16. please put back the ability to print shipping labels. it was in previous (pre-Word) versions but now requires manual setup for every label.

    old versions of Maximizer (pre-word) allowed for printing shipping labels (#5164) with the client address in the correct place. now we must manually position it each time. big time waster and a definite regression.

    9 votes
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  17. Pin the Maximizer shortcut to the Windows 7 taskbar properly

    If you pin the Maximizer shortcut to the Windows 7 taskbar, it adds the icon correctly, but when you open Maximizer, it puts another icon to the right instead of putting a border round the existing icon, which is the correct way to display open programs in Windows 7.

    Steps to reproduce:
    Right-click the shortcut for Maximizer (MaxWin.exe) and select "Pin to Taskbar"
    Click on the Maximizer icon on the taskbar to launch Maximizer.
    Another icon appears to the right.
    Pin any other program (eg: Microsoft Word) to the taskbar and launch it.
    The existing icon has a border round…

    26 votes
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  18. Column Setup gets Corrupted

    For the last 10(?) Maximizer versions, 4(?) Windows Operating Systems, 6 Computers and 15 years my Column Setups have always got corrupted (see attached screen dumps). The only common denominator is our desktop Maximizer.
    The width of one column goes crazy (see dump).What is the solution?

    3 votes
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow more than one Coloring Rule to be applied at once

    For example, one Coloring Rule could apply to a group of companies and at the same another Coloring Rule to apply to a group of contacts. If more than one rule applies to the same record, the rule that is first in the 'Defined rule's' list would take priority.

    1 vote
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add user defined shortcuts buttons to quick access

    It would be great to be able to add buttons to quick access for different things in Max including if possible saved searches etc.

    3 votes
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
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