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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Recurring tasks added to client's activity tab
Right now, when setting up a recurring task for a client, it only shows in the task list. We need the recurring task to show up under the client's activity tab so when we view the client's information, we can see what is coming up!
4 votes -
Option to select a custom date in Sales Intelligence Reports
Option to select a custom date in Sales Intelligence Reports. Currently one can only select last month, last quarter and so on.
3 votes -
Reasonable Workflow to Add Photo to Contact
The one place I never have a photo to add to a maximizer contact is on my computer. Yet the only way to add a photo is via upload from my computer.
What I actually want to do is copy a photo from a web page, or copy a link to a photo from a web page, and paste into the image control. If i do have the photo on my pc, drag and drop it into the image control.
4 votes -
Including the phone number in the consolidated timeline report.
The consolidated timeline report does not have a column with phone numbers, the previous version did. If one forgets to add a phone number when building a new prospect, this venue would be a great source, Also, when auditing performance, having the phone number accessible would eliminate having to find the prospect in another window.
1 vote -
Quick search
After the upgrade to the 2023 R2 version, the quick search now adds to the list when you select from the drop down list and it replaces the list when you search from scratch for a new entry and not picking from the list.
The search should not work this way - it should replace the current list with your search result no matter what you do. That is how all quick searches work (take Google search for an example). The new quick search behavior is unintuitive, and getting the list replaced requires more effort (as you need to search…
1 vote -
Dashboards - UDF ability to sort Numerically
Currently if you have a List indicator in Dashboards for a numeric UDF, it won't sort in order as by default all UDFs sort alphanumerically.
The suggestion is that Numeric UDF fields should be sorted numerically only.
21 votes -
Empty List upon Opening a Maximizer.
There is a major frustration of ALL new clients I spoke with. They do not understand why their Maximizer List is Empty and where to look
There is clearly a need to have a Flash Form or some sort of Pointer to the View -> All Entries...
It could be done with a java script displaying an arrow to the Menus...
or a Flash form containing Menu Item for View (we can make a checkbox not to show next time) (This is probably the easiest to implement)Second;
What is that MORE button for? I think I makes it even…1 vote -
ability to use email templates on the mobile ap. It would be a real help!
The mobile app would be far more helpful if I were able to pull templates into outgoing emails while on the road with my phone.
3 votes -
Recurring future Tasks
It would seem that having ALL future activities available to see would be beneficial to managing tasks.
1 vote -
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1 vote -
Right client on converted lead, to view entry in address book or opportunity module from Leads Module
When viewing converted leads, a quick way to find them in address book or opportunity module would be to have the ability to right click and view in either module. Example below is a right click from the opportunity module into the address book.
9 votes -
Interactions - Meeting Attendees
If an Interaction involves several people, it would be useful to say who attended.
For example, if I have a video call and a number of people attended, I would like to be able to pick them from the list of contacts on the company/individual record as having attended, and for this to be visible on the resulting interaction record.
3 votes -
Interface Customization for CRM Live
In On-Premise versions of Maximizer, it is possible to produce an XML file of customizations located in the data structure so that these can be modified or applied to other databases.
It would be great if there was a route to be able to produce this in CRM Live as well.
3 votes -
National Quality Awards
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1 vote -
Best lawyer for property disputes in Delhi
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Visit: https://www.slglegal.in/property-dispute-lawyer.htm1 vote -
1 vote
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Playground Equipments Manufacturers in Ghaziabad
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1 vote -
International Courier Services in Delhi
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1 vote -
Zapp for Google Contacts Needs Some Work
exporting contacts to google contacts:
1. Need to be able to apply a labels, so I can label all contacts that were exported from Maximizer, and I might want to apply labels like prospect, client, etc. from a field as well.
2. need to export their photo if they have one.
3. The default create contact for google needs to be populated with basic contact info (email 1-3, phone 1-3, mailing address).2 votes -
Merging with Microsoft Word
It would logical if merging Maximizer contacts with Microsoft Word would create one document. Merging 50 contacts creates 50 word doc !!
1 vote
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