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!
810 results found
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Google Contact Integration
Synchronize Contact list with Maximizer
37 votes -
Merging contacts
Being able to merge contacts within a company to get rid of duplicates after merging companies
16 votes -
Security Settings
Our Wishes to break down the "Address Book" Security setup since if you allow a user to delete or insert an address book entry it applies to all "Address Book" type entries ie. Companies , contacts and individuals. The customer would like the security settings to be setup independently for Companies, Contacts and Individual. We will appreciate it if you can consider this feature enhancement since it is not our first requestl
12 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 -
An integration module for 3CX (Unified Communications)
The 3CX CRM Integration module is a Windows application that allows you to integrate 3CX Phone System with different CRM systems. The module provides out of the box integration with Salesforce, Microsoft Dynamics CRM, Sage ACT!, SugarCRM and Google Contacts. The integration with other CRM systems can be easily achieved by creating custom plugins. This functionality increases user productivity, enhances reporting for management and improves customer service levels.
Please add maximize to this list16 votes -
Skip blank fields in Word integration
When using the v12 Word integration, we would like the ability to not print and trim out blank fields and not print blank rows. Examples of problem fields for this type of integration would be Middle Name and Address Line 2. If some records have a Middle Name and/or an Address Line 2, presently I can't use Word merge fields effectively because some records have extra spaces and extra lines. If the merge fields had an option to 'Not print if field is Blank' this issue would be resolved. Presently the NameandAddress object does skip blank lines but…
34 votes -
Global edit note with Important flag
The new global edit screen does not allow adding a new with the important flag. In the previous version it did.
1 vote -
Include attachments with email templates
The email templatges are great and save a lot of time. A nice improvement would be the ability to store a template with mutiple attachments. This way if my template is a meeting confirmation then the attachment could be a map of the venue.
This is important for Financial Services clients who cannot rely on their clients to follow links to files and must be able to show the content of correspondence.
67 votes -
Web Following Grid Framework Export to Excel
An export to excel option like there is on the opportunities tab
10 votes -
Ability to insert files into multiple contacts via global edit
While I am aware of how to perform a global edit for notes, there is no way of inserting a file. I know how to do it to one contact at a time, but it would be ideal if there was a way to select multiple users and add the same document to all in order to keep the item on file for each contact for historical contact record keeping purposes.
15 votes -
Column Setup for Documents, Notes and so on
Please add the possibility to also setup columns for all windows including Notes, Documents and so on. The standard column setup is sometimes not detailed enough.
44 votes -
Attach multiple contacts to a custoemr service case
Sometimes you need to attach multiple contacts to a case. This is particularly important if the case is created from an incomming email where muliple people are CCd. At present this would create multiple cases.
33 votes -
Email notification linked to the record
When we receive an email notification (task or appointment), we should be able to access the contact's record directly from that notification.
16 votes -
Inconsistent / confusing search behaviour when searching Address Book fields from Case/Opportunity windows
Maximizer has the options to search/display user defined fields from the address book entry in the case/opportunity windows, but they are not consistent.
If an address book field is added to the column setup in the case/opportunity windows Maximizer always displays the value against the company attached to the case/opportunity. It doesn’t matter if there is a contact associated with the case/opportunity or not.
When doing an All Fields search in either the case/opportunity window Maximizer and selecting address book user defined fields, Maximizer will search fields from the contact if one is attached or company fields if no contact…
40 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 -
Send to SMS
Create the ability to send to SMS straight from Maximizer. This way one could opt in to receive information straight to their phone.
13 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 -
Can you please add the ability search any opp/addr Notes
We use the notes extensively and an ability to search them would alleviate having to use the Description text field for Notes.
11 votes -
Allow drag and drop when repositioning Items in a table list
Allow drag and drop when repositioning Items in a table list
14 votes
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