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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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 -
Add new Campaign option "Send once to duplicate email addresses"
Sometimes a subscriber list may have many people with the same email address (e.g. lots of "sales@company.com"). May we have a new Campaign option "Send once to duplicate email addresses" that ensures such email addresses receive one email only, and not one email for every matching subscriber. E.g. the campaign would merge only to the first such subscriber, "first" being alphabetically by full name.
29 votes -
Contacts to automatically inherit UDFs from Company/Individual
If a certain UDF is blank at the contact level, then just inherit the value from the same UDF at the company/individual level
117 votesCould you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.
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Maximizer Web Access telephony integration
Provide outbound dialing and inbound caller detection integration based on TAPI as per Windows client. This will allow clients who require Maximizer telephony integration to switch to Maximizer Web Access as their main user interface.
37 votes -
Opportunity Reassignment and Opportunities without a Company Assigned
In certain industries you do not know who the end customer for your opportunity is until the deal closes (i.e the quote may be to a sub contractor) In these cases it is desirable to be able to reassign the company that the opportunity is linked to, effectivley moving the opportunity from the sub contractor to the enduser/client where the goods /services will be delivered.
Ideally in the same industries it would also be a great benefit if you could have opportunities no customer (which could be assigned later). I think having a linked partner would be recommended.
38 votes -
Ability to modify built-in email templates
When we book appointments, an email is sent to client. I would like to be able to modify the contents by default, including adding removing fields, not having to modify every email each time.
32 votes -
Create Contact From Outlook
When using the outlook toolbar to Create Contact, you cannot edit/populate the address, phone or email addresses.
It would be very handy to be able to do this especially if you are creating a contact from an incoming email.34 votes -
Undo option when you Make List Current
How many times have you spent time manipulating data in Maximizer and clicked Make List Current only to realise that you meant to Invert Selection first? Yes this is a user error but oh so frustrating. The ability to go back (undo) to the previous list would be grately appreciated.
57 votes -
integration between the web access product and Xero online accounting software
Integration between the web access product (and or CRM Live) and Xero online accounting software.
40 votes -
Link to a local directory not just to a document
We store thousands of image files archived by work order #. We can't include all these in the database and so I think it would be useful to be able to link to a folder that would open in file explorer to show all the images. It would save time to be able to go directly from Max to the folder (local or network). We actually use a cloud product that syncs all computers for this data so as long as the location of the cloud service was the same on all computers, the link would work.
26 votes -
Organisation Chart
Will the organisation chart feature in the application version of Maximizer be making its way to WebAccess? Or is it there and I have not spotted it?
43 votes -
Be able to drag and drop a contact into a different Company
I sometimes have multiple companies that are part of the same corporate intity. If would be handy to be able to drag and drop a contact from one company to another without having to reenter them. This would include all of their notes and emails, etc. to follow them.
25 votes -
New Contact inherits user-defined fields
I would like to be able to have an option that my staff can't tick this box.
34 votes -
Cascading company web address to all contacts of that company by default
Currently when you add a new contact to an existing company in Maximizer, the company address cascades through to the contact by default. However the web site address doesn't and you have to manually add it. In 99% of cases the contact's web site is the same as the company's unlike the address which is often different, so can the contact's web site automatically default to the company's please?
5 votes -
Printing Notes with HTML layout
In the Windows client it should be possible to print notes with the HTML formatting. (Ideally this would be an option of the current print to dialogue).
30 votes -
Formula UDF improvements
We cannot use a formula UDF in another one. this means that we have to create incredibly complex formulas if we need to use IF functions etc.
25 votes -
Allowing companies to have products
If companies had products it could be made quicker to create a customer service case. i.e. when creating a case for a company show the products that the customer has and not the whole list (with the option for the user to see the whole list).
In our environment it would be unusual for a case to be created for a product that the company doesn't own.
At the moment we have to store this in a seperate UDF at the company.
We have products at case, campaign and opportunity why not Company?
40 votes -
Different relationship type for the reverse link
If you create a relationship and choose to "relate in reverse order" you are assigning the same type description to both links. This means example like Parent Company or Owner do not make sense from the other direction. This tick box should open a 2nd drop down and relationship pairs should be able to be pre-defined or use assigned.
13 votes -
Move multiple contacts to a different company at once (instead of one by one)
I am cleaning up my contact database and have many contacts that need to be moved to new companies. Instead of doing it one-by-one, it would be so much easier if I could select multiple contacts and move them all at once.
12 votes -
Change warning message when deleting 1 appointment from a series of recurring appointments
If you delete 1 appointment in a series of reoccurring appointments, it says "Are you sure you want to delete ALL of the selected Appointments" which suggests you are going to delete ALL of the appointments in that series, which is misleading.
It then asks whether you want to "Delete All Occurences" or "Delete Only This Occurrence" so there is no need for the first message.
17 votes
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