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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Add ability to search in the Calendar
Currently there are no options for searching in the Calendar window. It would be really useful if you could search on Subject, Priority, Address Book Entry, Assigned User/s, Date Range, etc...
80 votesHi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.
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Partner Portal: access to Customer Services cases
It would be nice to be able to access the CS cases from the client's record without going to the "CS module".
1 vote -
Field Validation
Maximizer CRM needs field validation such as is available in other CRM's. Ex: Postal Code Canada: A9A 9A9; Postal Code US: 99999 or 99999-9999; Phone number Canada & US: 9-999-999-9999
14 votes -
UDF Description fields
When you create a UDF you have the option of writing a brief description of the purpose of that field. When you come to add a UDF value this description is visible in the desktop application but not in the web client. Could it be added to the web client, ideally to be visible when you "float over" the field name?
16 votes -
Print Labels
Like in the old versions, you could right click on a contact and select print label, where their basic information was printed out on a pre-determined size label sheet. Now printing labels requires a label template document with merge fields that has to be done every time.
69 votesThis will be done via the Microsoft Word Add-In for Maximizer CRM Live and Maximizer Web Access Group and Enterprise Edition!
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phone message details
Phone message - when a user makes a phone call and leaves a message, we'd like to see a text box that allows user entry of some details that will be logged in the notes (e.g. as with the content of the typical phone call details.
9 votes -
Default Entry - Make the COMPANY default entry dialogue box not to import the fields entered into the CONTACT default entry dialogue box !
Default Entry - The company will have reception telephone and fax, as headers for specific entry of details, the contact will have other numbers, DDI, Mobile, email, Skype etc. But there seems no way to divide the two. Entry into the company default is fine then enter the specific basic header data into the contact default and it then appears in the company default also? AAAAAhhhh
9 votes -
Allow complex queries for Dashboard indicators and enable users to scale indicators
Many people want to make a dashboard indicator from multi-select table fields and the way Maximizer uses the fields makes this useless.
What we should be able to do is derive a bar chart or pie chart from a SQL Query. But currently you can only use a single number result from a query.
Another common dashboard item request is to show a bar chart of the number of notes made by each user for a period of time. It’s a trivial query to write, but at the moment you have to write one for each user.
That leads to…
111 votes -
Browser Support
Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.
47 votes -
Auto-fill in the persons email address as I type in the TO, CC and BCC fields
Kinda like Outlook, Mozilla or Gmail does it.
19 votes -
Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)
Currently, users can free-type into any basic fields that have a drop-down list (such as "Position" or Opportunity "Objective") even when they don't have the Access Right "Modify System Tables" which enables them to add items to the drop-down list.
One of our biggest customers needs to be able to restrict this so that the users can only select from the list, not free-type into these fields.
We think the best way to do this would be at field level, rather than user level, such as in the Administrator > File > Preferences > Mandatory fields - you could have…
190 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 -
Universal Search
Maximizer should add a universal search similar to a search engine(e.g. google, bing, yahoo, etc.) that looks at all the maximizer entries notes, companies, individual , UDF, etc. This would dramatically improve the power of maximizer.
24 votes -
Ability to access alternate email address if contact has multiple emails
If a client has more than one email address the only way to use the alternate email is to open the contact window and then cut and paste the alternate email address.
143 votes -
Date UDF issue with "Include in Hotlist" attribute
Date UDF's that have the "Include in Hotlist" attribute have one major flaw: a Hotlist task is added to all Maximizer users!
As an example, we have one called "Next Follow-Up Date". Even though I didn't add it to the client records, I received 4 tasks in my Hotlist today!
Can a future version of Maximizer CRM track who added a date UDF with this attribute to a client record and add the Hotlist task to that user's record only? Or even better, change the attribute to 2 attributes: "Add to all Hotlists" and "Add to user's Hotlist who used…
49 votes -
Support "Friendly" Company Names
In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" or "IBM" and be taken to the same record.
97 votes -
Document Details
The Document window Properties Description field should appear in the Document window Column layout. This would really help with differentiating similar items.
15 votes -
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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