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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Related Entries Description in Column setups
The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).
15 votes -
Integration with phone system (VoIP/others)
To display callerID, company, easier to document calls
143 votesPlease note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.
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Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.
Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done. Outlook has similar behavior when assigning tasks.
54 votes -
Global Edit Users
A method to select multiple users, and global edit security rights, group/team membership, properties, user-defined fields, etc.
26 votes -
The ability to assign more than one user to a single hotlist task
The ability to assign more than one user to a single hotlist task
52 votes -
121 votes
We are investigating ways to manage workflows including assigning tasks to teams
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Separate "automatic" Notes from "manual" Notes.
The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.
52 votes -
Combine Notes and Documents.
I.e. have notes with attachments (allow multiple attachments as well)
37 votes -
Category field on Notes dialog.
Can the Category value in the notes dialog have a mandatory option please
11 votes -
Allow Replace or Append as default Address Book Search setting.
Maximizer returns to the default Address Book Search setting (Replace current list) on startup.
After my first search it retains my choice but returns to the default next time it starts up.
It should allow me to either select my preferred default (Append) or pick up the preferance from my last use of Maximizer.12 votes -
Linking Documents between the Address Book and Opportunities
Right now, documents created in the Address Book is not visible in Opportunities (of the same company) and vice versa. Would like the 2 to be linked please.
35 votes -
Better favorite lists management
Please make it easier to manage large customer lists for sending email marketing campaigns - add/edit/remove from lists.
- Have the actual data content of the favorite list display in its own window (or following window) - whenever new customer records are added or removed, the favorite list will reflect the updates right away.
- Enable drag and drop from the main window into the 'favorite list window' and vice versa for adding/removing entries
- Be able to easily tell which favorite lists that each customer belongs to
47 votes -
Microsoft Outlook for Apple Addin - support for iPad and Apple products
Would love to see the Word and Outlook Addin included in MS Word for Apple. Cant be that difficult?
24 votes -
Be able to Edit the Notes Report
It would be nice to be able to edit what appears and does not appear on the Notes Report. If not a fully editable template, it could be a list of checkboxes to add or remove each feature. I personally would remove the time stamp column, remove the address and add a column for the note creator, but I am sure everybody has their own preferences for this report.
9 votes -
rsvp
In the appointment dialog of Maximizer Web Access there is a Response field with values like Accepted, Declined, Tenative or blank. However, it is not possible to set a value for a customer. I think it should be possible to set the response of the contact or contacts. The iCal functionality does not allow the response to feed back into the system so we can't make a note of clients who accept or decline meetings.
9 votes -
Campaign - Retrive successful entries
When a campaign is aborted (for example due to wrong SMTP settings) the successful emails resp. address book entries that have received the email can't be retrieved.
Please add the possibility to "Retrieve address book entries by activity" - "Successful".
6 votes -
Maximizer - Word integration needs improvement - If adding an additional name to a merge field, it prints on all subsequent letters
Either fix the merge fields so you can choose First Name, Last Name or allow additions at the preview phase that don't get printed on the next letter.
18 votes -
Web Following Grid Sort by Header
When clicking on a column header to sort alphabetically as per other tabs.
15 votes -
36 votes
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Lets talk about improving service!!!!
I've had many issues with Maximizer CRM 11. Currently I'm not able to open the software, very difficult to have a productive work day, when I cannot contact clients.........The tech department does not allow one to talk to a person!!!!! Maximizer does not respond to emails..... the sales representative that sold me the product will not return calls.......
1 voteHi Myron, I will ask someone to get in touch with you ASAP. Thank you for your patience.
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