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!
128 results found
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I'd like to see the ability to update contacts during a .CSV import made available in Maximizer.
ability to update contacts with a .CSV import to updae eamails or phone numbers or any UDF etc.
9 votes -
Add a login to crm live on the website home page
There should be a way to login to an account that would take us to a link to our crm live account. Helpful when data is reset and Dbase access is lost. URL for login to the cloud is complicated to remember.
5 votes -
Campaigns HTML Editor limit 50,000 characters
The Maximizer Web Access Campaigns HTML Editor in 2016 still has a limit of 50,000 characters in the HTML code, which is not enough for our customers who are importing their own HTML templates that include responsive code for different email editors and complex formatting. Please increase this to 100,000 characters at least?
15 votesIn the upcoming 2016 R2 release, expected mid April, the limit has been increased.
Previous Limit 50K (50,000)
New Limit 1Mb (1,000,000) -
Filter long list of users in appointment dialog
When adding an appointment we would like to be able to filter by the first or last name of the user that is listed under All Users. As customers grow that list becomes too large to scroll. A search filter at the top of the users tab would help us quickly find the people we need to attend the meeting.
9 votesAppointment dialog has been rewritten such that you can search for users by type ahead.
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Show the company name associated to a contact on a note report in CRM Live
Show the company name associated to a contact on a note report in CRM Live. As of the moment, it only shows the company name if the entry is an individual of type
1 votein 2020 release
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CSV Import Notes
In the desktop product is the ability to map a field to a Note against the AB record - this needs to work the same in the web access/CRM Live environment
52 votes2017 is able to import notes
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Return appointments workday
Appointments which have not been completed should be visible in My Workday. Maximizer users who are on the road use this to follow up appointments with task or other appointments as soon as they are back at the office.
This feature has been disabled in the Summer 2013 of Maximizer. Please enable it again in a future upgrade.
63 votesWe improved hotlist module in Maximizer 2016 release. More options have been added into the Hotlist filter. You can now see multiple users’ activities. You can also display unfinished appointments in the Hotlist module by using filter options "show appointements (show carried forward unfinished appointments). Once the tasks have been assigned to other users, they are removed from your Hotlist and it is hard to track the status of these tasks. Now you have the option in Hotlist filter to view the tasks created by you but assigned to other users. If this doesn’t solve the issue, can you please provide more details on the use case.
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Web Client - Hotlist - Doesn't show Appointments
Non-completed appointments do not show in your hotlist with ‘Show Appointments’ ticked and ‘carry forward unfinished tasks’ ticked.
This needs to mimic the existing functionality in the Windows Client.
107 votes -
Add Objective into Opportunities available for assignment list - MWA Outlook Integration
Add a column (or a popup) for Objective into the "Opportunities available for assignment" list that appears when searching in the Save Email to Opportunities in Maximizer Web Access Microsoft Outlook Integration. If there are many opportunities with a single company and contact the current window columns of Contact, Company, Status, Stage, and Close Date do not help tell the opportunities apart.
54 votesHi, this has already been implemented. You can define your preferred column setup (you can add Objective column for your use case) on Maximizer and use it when you’re searching for opportunities using Outlook add-on. Just select “Change column view” and pick the specific view you prefer.
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4 votes
Functionaltiy already in the product.
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Support for multi-day appointments / events from Outlook
Currently Maximizer has no support for Multi-day appointments and therefore can't sync them from Outlook, however it tries...
It is also dificult to find this information out as it doesn't appear in the manuals.
So what happens when this does happen (Maximizer 12 Winter and Exchange 2010 with MaxSync)
- A multi-day appointment gets added to outlook
- An appointment gets created by MaxSync for the first day of the multi-day appointment.
- MaxSync the updates Outlook and makes the multi-day appointment into a single day appointment.
This should be in the manual.
These appointments should be ignored or supported.111 votesWith the release of Maximizer CRM v2017 in October ’16, multi-day appointments are now supported.
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Ability to Add an Address Block in Microsoft Word Plug-in
Rather than having to add individual elements to a Word document it would be handy to have an address block merge field (editable - e.g. no country if not needed).
3 votes -
Improve the initial search result view when saving email from Outlook using the Web toolbar
It is not always possible to differentiate between records that are displayed by the "Save Email to ..." when saving emails to Maximizer when using the Maximizer Web Toolbar for Outlook.
This is more of a problem for Opportunities as not everyone can distinguish between Opportunities by only using the Company / Status / Stage / Close date / Objective fields. We have customers were they have multiple open opportunities with the same customer and the only differentiator between opportunities is the product, so the current search result doesn’t help.
This is less of a problem for Cases and Address…
89 votes -
Importing Records
Importing CSV, Tab Delimiter or Outlook needs to provide a status like the desktop. It should show you were it's at as it's importing and provide a status at the end namely number of records imported Type and rejected records.
26 votesin 2017 the import does provide you with the records that failed so that you can review them and re-import.
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Implement a Quote Management Module in Maximizer
There is no feasible way to create quotes in Maximizer, which is losing us potential customers. A company who uses Maximizer should be able to create a quote based on a product catalogue that actually connects to the Opportunity Management System rather then an unsupported/old order desk solution that is not a fitting function.
211 votesWe have launched several integrations with Accounting and Quoting applications that allow you to enter the contact information once in Maximizer CRM Live and then have it appear in your preferred quoting app, and then in Maximizer CRM LIve be able to see the quotes and invoices that were created. More integrations are coming to Maximizer CRM Live and are accessible through the App Directory.
Additionally, there is an excel based quoting tool that allows you to customise your quotes as needed.
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when importing csv entry list... if entry is a duplicate it should give an option whether to 'update the entry' or 'leave entry unchanged'.
Rather than automatically updating or creating a duplicate it should give the user an option what action to take. Also in the email report it should state which entries were updated and which entries were flaged as a duplicate therefore left unchanged.
32 votesin 2017 you are able to select which column in the csv file will be used as a duplicate checker. you are able to determine whether to update overwrite or skip values based on that match. the skipped ones are put into a separate file for you to review and then reimport with different options
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Add a 'Today' button when using the built in calendar funtions
Add a 'Today' button when using the built in calendar funtions so that you can easily select today's date rather then having to select Month and year from two seperate drop downs and then having to select the date. This will make things easier in opportunities when updating start or closed dates to today's date.
5 votes -
Maximizer compatibility with '64Bit' Outlook
Maximizer needs to be COMPATIBLE with '64Bit Outlook'.
Going forward, a large number of PC's are being sold with 64Bit software nowadays, and many customers are upgrading to 64Bit Operating systems; therefore the Integration between Maximizer and 64Bit Outlook is a must!!!52 votesFor Maximizer CRM web access (on premise and CRM Live), we now fully support 64bit Outlook. Hope this helps.
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Change Log
I would love to see any data changes to a company /contact/ individual being logged into the history - ie. address change, company change, email address change. (ex: July 18, 2012 Email Change: john.smith@abc.com --> jsmith@abc.com).
Currently you can't tell if any information has been updated, or what it was updated from!
144 votes -
It should work with playbook
It works with blackberry phones but not playbook.
Also you can not go to Web interface. The browser refreshes and informs that my browser is not supported. Is it possible to add a link to try it anyway since we get updates so often that it might actually work if it let's us to sign in.
I just purchased based the crm 11 and they will update us in a few months. Is it resolved in new version?1 vote
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