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!
525 results found
-
Allow individuals to change the default "read and full access" within the "add a note" feature
For Advisors and Assistants (or anyone who works with a team), allow the default "read access" and "full access" to be changed. Our team wishes to have team access when they "add a note" to a contact. Otherwise no one else can see it
1 vote -
Outlook calendar email
When confirm when sending email is enabled in the Outlook add-in preferences, a prompt appears when sending an appointment email invitation originating in Outlook. However; when you select any of the Save email and save to... options an error appears "Object reference not set to an instance of an object." If you are not able to save the email to Maximizer then I suggest disabling the save to feature when sending Outlook appointment invitations.
1 vote -
VOIP Ring Central. so you can call from in max and record. had it before now gone
So you can call from in max "Make a call" and record results. Had it before now gone. all the key features are there. Just can not call from in max. Used to have screen pop up with caller. Gone to eh!
1 vote -
5 votes
-
is it integrated with Ring Central, Nice Incontact
is it integrated with Ring Central for individual users and Nice Incontact for contact centre agents
2 votes -
Disable multiple attachments when saving email
There is an option to include attachments when saving emails from Outlook to Maximizer but this is only available when saving 1 email at a time. When selecting multiple emails the feature is disabled. I suggest making it available for single or multi email selections.
3 votes -
Address Book & Calendar Interface
If the calendar in Agenda format, could be on the same screen as the address book, taking up 15-20% of the screen on the RH side, would save literally hours of having to go between the two all day long.
Please do this :)
4 votes -
Sequential task on action plans
We would like to be able to generate a list of sequential task that to illustrate a work flow, or sequence of events that is not tied to follow ups. For example, a job aid might have 20 steps to perform a task. We'd like to be able to enter that job aid into maximizer so that all staff can follow the same procedure. However we only want one follow up at the end of the sequence, or the ability to enter follow ups at our discretion and not have the follow up required for each task.
1 vote -
Lead Conversion - Notes and Docs
Currently when a lead is converted, the notes and documents from that lead are copied to the address book. When an opportunity is created though, it would be easier if the users could see the notes and docs in the opportunities module rather than address book. To that end, it would be good if the user had the choice to have the notes and documents copied to the opportunity when a lead is converted rather than just the address book. This could be via a tick box.
24 votes -
2 votes
-
MailChimp Tags
Can the MailChimp tags be added to the standard MailChimp integration with Maximizer?
I see this being added as a single table user defined field into the existing MailChimp folder
Adding support for this would allow you update and search in Maximizer the MailChimp tags
9 votes -
Leads - Do Not Create Opportunity option
When using the Leads module you can Convert the entry to an Address Book entry.
When doing so you are presented the option to create an Opportunity at the same time. There is also the check box available for 'Do Not Create Opportunity'.
However, there is no option to enable this checkbox by default. This would be useful if you are a business that either doesn't use the Opportunity module, or creates Opportunities manually at a later time.
9 votes -
Create a web link that goes directly to an address book entry when some is logged in
When a client calls in and the message is emailed to the estimator. It would be ideal to be able to include a link that would allow the recipient to click and be taken directly to that entry. Obviously they would have to logged into max already or be directed to the login page and then once logged in, still be taken to the entry. This would save mobile users from having to search for entries and dealing with the spelling of names etc.
3 votes -
Viewing the Calendar when adding an appointment in Customer Service
It is currently possible to add an appointment when a Customer Service case is selected.
However, you can't view the Calendar directly when adding an appointment like this.
This would be useful, for example, when trying to schedule appointments for engineers. Another simple example is just trying to schedule something for your own day - you may want to view the Calendar to see how the day is shaping up in general.
This was a feature of Maximizer previously but was lost in the move to Web Access.
The suggestion is for this feature to be returned.
4 votes -
Custom popup (like custom actions) in the Leads module
Add the ability to have a custom popup (like custom actions) in the leads module. This could then link to the Address Book when a lead is converted.
1 vote -
2 votes
-
Create/Read/Update/Delete Opportunity Partner via the Maximizer.Web.Data API
Please allow the Partner attributes on an Opportunity to be managed via the Maximizer.Web.Data API
8 votes -
Notify the associated Address Book entry when the case is resolved
Can you add a new setting in the Administrator > Customer Service > Notifications screen, for, "Notify the associated Address Book entry when the case is resolved". We have a similar setting for when a case is created. But at the moment, customers that want to use this setting when a case is resolved must ask their users to remember to tick this option every time they resolve a case. This is very hit and miss, and is to the detriment of the user experience for these customers.
3 votes -
Leads - Catalogue Search and Dashboards
Please can you provide advanced search capability in the Leads module, similar to the address book, that will also allow catalogued searches that can be used in Dashboards. Having a leads module is great, but typically management wants to see an overview of the leads that can sometimes be easily accomplished in the dashboards.
18 votes -
Being able to add a contact to multiple businesses
If you could select multiple businesses to add/update the same contact person at the same time instead of 1 at a time, would save a LOT of time.
1 vote
- Don't see your idea?