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
-
Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.
Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done. Outlook has similar behavior when assigning tasks.
54 votes -
Global Edit Users
A method to select multiple users, and global edit security rights, group/team membership, properties, user-defined fields, etc.
26 votes -
The ability to assign more than one user to a single hotlist task
The ability to assign more than one user to a single hotlist task
52 votes -
121 votes
We are investigating ways to manage workflows including assigning tasks to teams
-
Separate "automatic" Notes from "manual" Notes.
The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.
52 votes -
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 -
Email Notifications for Hotlist Tasks
Being able to send email reminders to specified email addresses on hotlist tasks - statuses and updates.
100 votesWe are working on implementing APIs for notification engine to allow automatically send notifications on hotlist task updates as well as opportunities and other objects.
-
Combine Notes and Documents.
I.e. have notes with attachments (allow multiple attachments as well)
37 votes -
Category field on Notes dialog.
Can the Category value in the notes dialog have a mandatory option please
11 votes -
Allow Replace or Append as default Address Book Search setting.
Maximizer returns to the default Address Book Search setting (Replace current list) on startup.
After my first search it retains my choice but returns to the default next time it starts up.
It should allow me to either select my preferred default (Append) or pick up the preferance from my last use of Maximizer.12 votes -
Linking Documents between the Address Book and Opportunities
Right now, documents created in the Address Book is not visible in Opportunities (of the same company) and vice versa. Would like the 2 to be linked please.
35 votes -
Better favorite lists management
Please make it easier to manage large customer lists for sending email marketing campaigns - add/edit/remove from lists.
- Have the actual data content of the favorite list display in its own window (or following window) - whenever new customer records are added or removed, the favorite list will reflect the updates right away.
- Enable drag and drop from the main window into the 'favorite list window' and vice versa for adding/removing entries
- Be able to easily tell which favorite lists that each customer belongs to
47 votes -
Microsoft Outlook for Apple Addin - support for iPad and Apple products
Would love to see the Word and Outlook Addin included in MS Word for Apple. Cant be that difficult?
24 votes -
Be able to Edit the Notes Report
It would be nice to be able to edit what appears and does not appear on the Notes Report. If not a fully editable template, it could be a list of checkboxes to add or remove each feature. I personally would remove the time stamp column, remove the address and add a column for the note creator, but I am sure everybody has their own preferences for this report.
9 votes -
rsvp
In the appointment dialog of Maximizer Web Access there is a Response field with values like Accepted, Declined, Tenative or blank. However, it is not possible to set a value for a customer. I think it should be possible to set the response of the contact or contacts. The iCal functionality does not allow the response to feed back into the system so we can't make a note of clients who accept or decline meetings.
9 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
-
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
-
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
-
Campaign - Retrive successful entries
When a campaign is aborted (for example due to wrong SMTP settings) the successful emails resp. address book entries that have received the email can't be retrieved.
Please add the possibility to "Retrieve address book entries by activity" - "Successful".
6 votes -
Maximizer - Word integration needs improvement - If adding an additional name to a merge field, it prints on all subsequent letters
Either fix the merge fields so you can choose First Name, Last Name or allow additions at the preview phase that don't get printed on the next letter.
18 votes
- Don't see your idea?