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!
808 results found
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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 -
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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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 -
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 -
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 -
Improve Column Setups
Make it easier to create and modify column setups:
- Drag & Drop fields to add/remove headings
- make preview with some sample data appear in the same space149 votesOver recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.
We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.
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Add the company name field to consolidated activity report details
Currently the details list only date time and note. Adding the company name to this detail report would be beneficial as you can't link to the record itself.
1 vote -
Change Default for Yes/No UDF
At present if a Yes/No UDF is mandatory, when creating a new company/contact the system will automatically allocate No as the default without prompting the user for an answer. Could this UDF always prompt for an answer if it is made mandatory.
17 votes -
Allow Hotlist Tasks To Be Sorted By Completion Date
My boss built his hotlist task using a custom date range. He then accidently completed all of his tasks. In a panic he tried unplugging his coputer to kill the process but we run our computers off servers and unplugging did nothing. Maximizer crm should allow users to sort hotlist tasks by completion date as that's not currently an option to even have as a column it only allows users to sort by or search by creation date.
21 votes -
Increase Maximum Upload sizes in the Web Client
The 4MB limit for web access uploads is too small for many customers who wish to load larger documents and emails with attachments. The Maximum upload size needs to be configurable by the administrator - possibly on a per user basis.
42 votes -
Email Reminder for Hotlist Tasks
Since we now support email reminders for appointments to support mobile access users, we should also support email reminders in hotlist tasks. Otherwise, there is no alter for mobile access users to deal with a task.
56 votes -
Add ability to Copy Appointment in the Calendar
A customer of ours has suggested it would be really useful to be able to copy an appointment in the Calendar, and paste this on a different date, so they don't have to re-enter the details again.
85 votes -
Make the UDF Add Items feature a dynamic grid instead of loading a separate screen
Adding multiple items to a Table UDF is a very slow process when you have to wait through each reload of the Items screen and the New Item screen. Switch to either a more dynamic grid object or create a multi-item add option that can take a larger number of values in one go.
15 votes
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