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!
75 results found
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Add a shipping module to Maximizer for UPS, FedEx and USPS like Quickbooks. s using the info.
There must be other users that need to ship items to contacts in Maximizer and have to resort to other programs and then transfer the info to customer service.
9 votes -
Email Logging
Currently, emails sent to clients from their address book entry get logged to any address book entry with that email address. (this can be manipulated in the "logging details"). Our company sends emails to third parties (employees) that are in reference to the address book entry but not being sent to the address book entry. Currently we must go into Outlook and manually link the email sent to that entry. I believe it works this way because the email address is being used as the identifier. If the identifier could be changed (or have the option to changed) to the…
5 votes -
Data fields to perform validation on user entered input
In (most) fields that expect a date value (eg: Data UDFs, System Fields, Searching, Dashboards), if we are allowing free-text for entering dates, perform validation on the date before accepting it as valid input, and return a "not valid" pop-up in cases where it can't be converted to a real datetime value.
5 votes -
Ability to make an Appointment recurring after you've created it
You can only make an Appointment recurring when you create it. When you double-click on an existing Appointment, the "Recurring" button is greyed out.
Ideally, you should be able to make an Appointment recurring after the event - for example, if you schedule a meeting which you then decide to repeat in a weeks' time.
59 votesThere are no plans to support this because of issues with sync’ing with Outlook
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Web Following Grid Tabs Order
Ability to order the tabs in the followingwindowsets.xml, at present when adding a new tab to the file, its appears as the first tab on the webaccess.
16 votes -
Parser for LinkedIn and/or XING
A customer of us is interested in a parser that would extract information from XING and/or LinkedIn similiar to an addon he used for a different CRM software that he used before changing to Maximizer CRM.
As XING and LinkedIn are getting more and more important for todays business it would be a great help to keep contact informatio up to date. A possible parser (might be an AddOn) would help them to add contacts/companies/individuals faster and therefore save money.7 votes -
Add Cell formatting to the Grid Integration Framework
It would be nice to be able to apply custom formatting to a row in the Grid Framework such as the ability to set the background color of a specific column or columns.
6 votes -
I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to be easily add a note get the addres
I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to easily add a note get the address entry pulled and see service cases, opportunities…
10 votes -
Add notes to multiple contacts or companies at once
I would like to be able to add notes to multiple contacts/companies/individuals at once. We occasionally have multiple customers attend the same meeting. It would be great to highlight all of those customers, and add a manual note and be able to input the information from the meeting.
12 votes -
Created Date and Modified Dates to be available for Key Field selections
We would like to be able to add Created Date and Modified Date to the Key Fields for Accounts and Opportunities and these are only available to use in the column searches
8 votes -
Strategy libraries
In Maximizer web access it does not seem to be possible to access the Strategy Library to create new Strategies or modify existing ones! Could this feature be added?
35 votesStrategy tab is discontinued
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Action Plans to have an option to skip over weekend days
Give the option to skip non-working days for the assigned user. Either prompt with action toi take (eg: move backwards, move forwards or override) or allow this to be set as a property of the Action Plan.
17 votes -
Hide Inactive Contacts
Instead of deleting a Contact from the database outright, the user should be able to flag a Contact as "hidden". This allows the Contact's historical information to be retained without cluttering the active Contact list. A "Show Hidden Contacts" checkbox could be added similar to the "Show Hidden Fields" checkbox has been added to the UDF tab.
154 votesYou can create a custom field (UDF) and then set it to True or False. Then using Advanced Search you can filter whether to show entries based on this custom field (UDF).
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Open opportunity in opportunity window from address book tab
When viewing opportunities in the address book, there should be an option to go to the selected opportunity in the opportunity window and not just open the opportunity.
1 vote -
Merge historical notes into one long note, or by category, fewer notes.
Merge historical notes into one long note, or by category into fewer notes. This will make it easier to view in the notepad. The merged notes should have a date or text search to find a specific section, if its many years of historical data.
4 votes -
Recurring appointments with no end date
When I set a recurring appointment I want to be able to set a no end date so that when I synchronize the appointments will sync.If I do not put an end date the first occurrence synchronizes but not the recurrences.
54 votesWe recommend setting an end date several years out. As that appointment date nears its end, it is a good idea to decide whether you still need it or whether something has changed
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Clear partial packets on remote sites when packet transport is incomplete
At times our remote users have a disrupted MaxExchange process while the packets are uncompressing. We want the system to automatically clear these uncompressed packets to allow processing to proceed, or at leat to prompt for deletion (which will have the same result). At it stands, these packets hold up processing until they are deleted.
60 votesMaxExchange has been retired
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Have the phone number in a edit box that can a user can “Copy and Paste” it into a Dialer.
For my sales calls, I want to use the Google dialer but there is no easy way to copy and paste the phone number into the dialer. Can you provide me an easy way to copy the phone number of a specific contact in Maximizer?
James Gielarowski
TallySoft, Inc.1 votelack of demand
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List records in the Web Access
For a Custom Action project, we need to be able to populate the Address Book list from either ClientID/Contactnumber or Parent Keys.
9 votes -
Web Following Grid Framework Default Values
Set default values for checkbox widget and DropDown widget. Also the selected option should "stick" when moving from one company to another rather than resetting itself which is what happens now.
13 votes
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