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Feature Suggestions for Maximizer CRM

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128 results found

  1. Hotlist Task Activity limited to 255 characters

    Hotlist Task Activity has too little space to write. There should be a way to increase this? Number of characters to be set? I understand the idea of Maximizer that each time a new task must be created, and the old one moves to historical (completed). For us that is not very practical. Moreover we find it patronizing that Maximizer is to determine how we should work.

    88 votes
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    8 comments  ·  Task Management  ·  Admin →
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  2. Ability to add contact e-mail column to opportunities

    There is no option to add the contact e-mail into opportunities.
    You can add the company e-mail however when following up opportunities and exporting information for various functions, it would be handy to have this option as surely most people want to contact the actual contact assigned rather than the main company e-mail.

    This is imperative to our business.

    30 votes
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    Released  ·  1 comment  ·  Sales Opportunities  ·  Admin →
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  3. In CRM Live can you extend the time so that the program does not log out as often

    Is it possible to have the time period be longer than it currently set to? I find that the system logs out rather quickly and would like to be in CRM Live longer before I get logged off.

    8 votes
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  4. I would like to see an ability to insert the "Current Date" into a formula in a UDF field.

    I would like to see an ability to insert the "Current Date" into a formula in a UDF field. It would give the ability to do custom aging fields. Thank you.

    65 votes
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    Released  ·  2 comments  ·  Usability - User Experience  ·  Admin →
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  5. Edit Quick Access Icons

    My quick access icons were already set up for me from my administrator. The problem is they are all the same clock icon. It would be amazing if there was an ability to go back and change these up so I could fully utilize quick access at it's best.

    1 vote
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  6. Create a native Mobile App for Android and iOS

    Although the Mobile website of Maximizer works okay, I would like to see a native app built for Maximizer Mobile. This would stay on your device and could provide offline access to contacts. You could build it a lot like the app that was designed for Blackberry but extend it to Android and iOS platforms.

    230 votes
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    11 comments  ·  Mobile  ·  Admin →
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  7. Single Sign On (SSO) in the Cloud

    More and more customers are asking for two things that currently don't sit well together in Maximizer. Single Sign On and Maximizer in the Cloud.

    If your Maximizer server is in a private cloud it is possible to add it to your Windows Domain and use Active Directory for Single Sign On (SSO), however this is not normally the case when using Maximizer in the cloud.

    Microsoft provide ADFS (Active Directory Federated Services) to allow external web applications (like Maximizer) to use Active Directory for SSO without the need to add the web server to the domain. Microsoft are not…

    49 votes
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    0 comments  ·  Web Access  ·  Admin →
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  8. Full Access & Read Access Fields no longer available in the Global Edit function

    I use the Full Access field to designate Archived records or when transferring records from one user to another. Archived fields are updated on a weekly basis and I used to use the Global Edit function to batch edit these records.
    As an example, today I have 45 records to archive and now have to change the Full Access field manually in each individual record - what a waste of time.

    Please reinstate these fields to being available in the Global Edit function as a matter of urgency.

    3 votes
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    0 comments  ·  Admin →
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  9. Read and Full Access not available for Global Edit 2018

    As in the title stated, the Full and Read access of the records are not available in the new Global Edit option in 2018. (These fields can only be edited through the windows application on the server) Please add these fields.

    3 votes
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    0 comments  ·  Web Access  ·  Admin →
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  10. Google Apps integration - gmail, google contacts and google calendar

    Gmail - save emails from gmail into Maximizer, sync emails between the 2 (send/receiving from one will show up in the other)
    Google Contacts - sync contacts between Maximizer and Google Contacts
    Google Calendar - sync appointments between Maximizer and Google Calendar

    102 votes
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    18 comments  ·  Integration with other Applications  ·  Admin →
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    Released  ·  Joseph Hui responded

    Gmail Integration for Web Access has been implemented as an Open Source project. This project is available for download through our Developer Connect website. Go there to see more details.

    I have split off the Google Contacts and Google Calendar into two other features. If you feel they are important, please add your votes there:

    http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/4285672-google-contact-integration

    http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/4285680-google-calendar-integration

  11. recurring tasks

    Request from a client to have the option to create recurring tasks. Soem client's you need to call on a montly basis = this way you only need to schedule 1 task for all "Monday's" for the next year.

    138 votes
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    23 comments  ·  Task Management  ·  Admin →
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  12. Formula Date Fields

    Formula UDF fields: need a function like Today and Isblank for dates. Comparison with eg. Dispatch Date will show overdue if Receipt Date is blank and Today - Dispatch Date is more than eg. 7 days. Then we can show any deliveries that are overdue in eg. red.

    115 votes
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    15 comments  ·  Admin →
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    Released  ·  Maximizer Admin responded

    With the release of Maximizer CRM v2017 in October ’16 we included a duration UDF type, which calculates based on Today().

  13. Attach an email to a customer service case or an opportunity through outlook.

    Our company would really benefit from being able to attach an email to a customer service case or an opportunity through outlook. Now that you have removed the Email feature in Maximizer Web, our web users are unable to attach email to Opps or Cases. This is a very important feature that we lost when we upgraded.

    16 votes
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    Released  ·  4 comments  ·  Email  ·  Admin →
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  14. Saved Doc can be emailed directly from a Smartphone, there is a ‘email document’ button under documents tab. However, on Windows, you wou

    CRM Live and Web Access - Saved Documents can be emailed directly from a Smartphone, there is a ‘email document’ button under documents tab. However, on web access or crm live on browser, there is no direct email document option from the documents tab.
    Seems like it was missed!!

    14 votes
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  15. Adding contact name to calendar appointment by default

    Please put the contact name in the calendar appointment box by default. I'm constantly having to open my appointments to see who it is with, unless I'm on my iphone where it is integrated.

    64 votes
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    Released  ·  1 comment  ·  Calendar  ·  Admin →
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  16. Save Selected Emails to Customer Service Cases & Opportunities

    We can currently save Emails to Client or Contact records. We can also, through the Maximizer CRM Email window, start a new Customer Service Case or Opportunity.

    It would be great to to be able to also save an email directly to a CS Case or an Opp. That way, users could directly save Emails to the relevant CS Case or Opportunity.

    39 votes
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    14 comments  ·  Sales Opportunities  ·  Admin →
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    Released  ·  Jogi Nijjar responded

    With Winter 12, emails can now be saved to case or opportunity from Outlook using the integration piece.

  17. Saving emails with attachments

    There should be something visual to let the user know that the email saved in the documents tab has an attachment. Currently we need to open each one at a time.

    65 votes
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    2 comments  ·  Email  ·  Admin →
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  18. 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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    Released  ·  5 comments  ·  Customizations - Labels, Icons, Display  ·  Admin →
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  19. Note report should include field for Position

    Title of contact is missing.

    6 votes
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    Released  ·  1 comment  ·  Contact Management  ·  Admin →
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  20. opportunities import

    When importing into Opportunities, option needed to turn off "name casing" like the address book import

    8 votes
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    1 comment  ·  Sales Opportunities  ·  Admin →
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