Feature Suggestions for Maximizer CRM

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  1. Transfer notes and cases

    When deleting a user in the Administrator you are presented with a prompt to "Transfer Notes to Another User". I don't see anything in the Help or User Guide that provides details about this prompt. I suggest that the prompt advise that you are transferring private notes. It currently implies that all notes will be transferred. Similar suggestion for the case transfer prompt.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. Global Edit

    Would like to see an "Add" feature when doing a global edit- full access.
    Currently only option is to replace

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. Outlook - address book integration

    it would be nice if maximizer could sync with a specific address book folder just for maximizer data. This way one could keep the original outlook address book folder distinct from the maximizer one. This would be very helpful to avoiding duplications of contacts.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow us to filter widgets in custom tab

    The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.

    1 vote
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  5. Allow Birthdate Field Mapping For Outlook Contact Sync

    Similar to the previous idea of being able to customize the mapping for address fields when syncing between Maximizer and Outlook, it would be ideal if we could also have the Birthdate field sync with contact records in Outlook so that we do not have to rely on creating recurring hotlist tasks in Maximizer for Birthdate reminders.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  6. Global edit of Territory

    Ability to do a global edit on Territory instead of having to do a territory alignment to update this udf.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow for customization of any fields I want to show in auto emails for service cases

    Currently the Service Case email receipts only show X data.

    You should allow for customization in the ADMIN section in regards to all the fields I want to show as well as add LOGIC

    1 vote
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  8. Allow for drag and drop for company documents

    we do not use this feature as it takes for ever to upload 100+ documents 1 at a time when you go thru a new Rez across the board.

    you should allow for dragging and dropping folders with sub folders just like Dropbox.com

    1 vote
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  9. Allow for mass upload in Knowledge Base

    it is really painful to have to upload each document one at a time.

    zen desk allows for drag and drop multiple files, same with zoho

    1 vote
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  10. 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.

    13 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  11. Search leads option when saving email

    Add a "Search leads" option when using the Outlook add-in "Save to Lead" function, for saving an email to an existing lead where the email addresses do not match. Similar to when saving to contacts, opportunities and cases.

    6 votes
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  12. 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 →
  13. "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.

    7 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Take out the words "To do" in hotlist task

    An empty box should show up when you go to start a new task, so you don't have to delete the words "To do" each time

    5 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Greater than 255 character limit

    Increase the limit above 255 characters for alphanumeric user defined fields

    9 votes
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  16. 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 →
  17. Better User-Defined Field Management


    • Ability to select multiple UDFs and delete them

    • Ability to select multiple UDFs and move them

    • Ability to duplicate UDF Folders

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. 1 vote
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