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!
525 results found
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Connect change option to save email to entry's interaction for Maximizer email
In the past we had a checkbox within the Maximizer email dialog that allowed us to select or unselect Save to Maximizer. This is gone and in my demo db and my production db my user always saves Maximizer email to documents. This is not necessarily the option I want every time. I want to select or unselect it.
In the past we had a Preference for this option to default. That preference is gone.
Assuming the setting is sticky, can the option be returned to the Maximizer email dialog?
3 votes -
Button to Clear All Notifications
I’ve got a notification alert setup for when I’m assigned as Account Manager on an address book record, but with any global edit to that field I’m bombarded with notifications and have to clear them one-by-one to reclaim the rightmost 1/5th of my screen.
Request: When there are more than one notification toasts displayed to the user, include a button to "Clear All"
3 votes -
I would like to see links found in the column view to be clickable
Please make email address, weblinks clickable from the column. We are now including Dropbox links in our opportunities that direct users to where all the pictures are stored for a particular project.
This would allow us to have a column setup that we use when viewing opportunities from the address book that would include these links for easier access instead of having to jump back and forth among opportunities
6 votes -
Add Connectors for Power Automate and Azure
Please add connectors to use in the MS environments so that we can have better automation than is provided through Zappier.
6 votes -
Global edit of uncompleted action plan task activity description
Please add the option to apply a changed action plan task activity description to all uncompleted tasks previously scheduled from the action plan. From time to time we review an action plan, and clarify/improve the task activity descriptions within it. But there is no option to apply those same changes to uncompleted tasks that have been scheduled from the action plan already. We would like to be able to apply those changes to those tasks - a bit like a global edit. This is significant to us because we may have hundreds of tasks arising from multi-task action plans applied…
6 votes -
Leads module - save 3rd party emails to a Lead
When using outlook integration in the leads Module, it would be useful to have a look up to find Leads that 3rd party emails can be saved to. Currently only emails matching the email address in the lead can be saved. Many leads have 3rd parties and it would be useful to save that info into the appropriate lead
21 votes -
Add user-defined validation formulas to user-defined fields
It looks like Maximizer is very close to having user-defined validation for user-defined fields. It looks like the "Mandatory based on rule" feature could be copied and adapted into a new "Validation based on a rule" feature. The difference being that the validation rule would look at the field's own input value, rather than the input values of other fields. And if the rule evaluated to True (say), the system would not save the record, and would pop up a message to say that the data input is not valid. The database administrator could write what data input is expected…
3 votes -
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 -
automate reminder emails
Automate emails to individuals (not lists).based on their individual activity date. (multiple emails over time leading up to their activity date) Pick the template and schedule the send.
What is not productive is taking the time to schedule an activity for a human to physically come back at a later date for the human do the email. Thanks for all you do at mazimizer.
Campaings are clunky and cumbersome.12 votes -
Share link to address book entry, opportunity, customer service case or other via email
It would be nice to be able to send a link to a fellow user that would take them directly to an entry instead of having to make them search for it themselves. Such as when a client calls and reception emails sales about the call, they could include a link that would open on their phone, tablet or computer and after logging in, go directly to the entry.
3 votes -
iNTERACTIONS
Interactions when used in Customer Service Cases or Opportunities (Accounts) should generate an email notice to monitors of the case, just as Notes does. Otherwise it does not have any value over notes.
1 vote -
Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case'
Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case' from the Outlook Plugin.
At the moment its not possible , and the user creates a ticket from an email received, but then needs to go into the portal to change a priority etc20 votes -
Ability to add fellow Maximizer users to an email being sent to a client
When sending emails to clients through Maximizer, there is no functionality to include a fellow user as recipient. You have to remember and then type the full email address. There is no way to search for users and add them as CC or BCC.
Please add this so we can work easier as a team.
6 votes -
increase the email save with attachments to greater than 10 mb
Please increase the email save with attachments to greater than 10 mb. It should at least be as much as the document download limit of 50 mb.
1 vote -
leads default entry
Default entries are a powerful way of improving data quality. It would be great to have the option to set defaults for Lead entries
15 votes -
"All Day" events actually make the user busy in Outlook
We've run into a few issues where "all day" events don't actually make the user "busy" on Outlook. If we manually make an event from 5am to 7pm then it will show the user as busy, so the technology is there, it's just not reflecting when we toggle the "all day" tab.
1 vote -
Select multiple address book entries from calendar
We print forms for our estimators to hand write quotes while visiting clients. We currently have to go back and forth from calendar to address book until all the appointments are listed. Then we can send them to the printer or export them to excel to import into Google maps.
I would like an option to select all the appointments and then have an option to "Select all Entries in Address Book"
This would then find the address book entries and display the selected entries in a new list.
3 votes -
Address book - auto search discontinued in April 21, 2021 upgrade. WHY?
Removing this feature makes navigating in address book very cumbersome. Our entire office is not impressed with this change. Is there a way to change this back immediately to the great feature of auto typing to bring up the next client? Our entire office is not happy with this change.
11 votes -
Partner portal dashboard
Partner portal dashboard :
Please enable the basic dashboard for Partners which is required.This will help them to forecast and work on the pipelines.
1 vote -
In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners
In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners
1 vote
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