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Feature Suggestions for Maximizer CRM

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75 results found

  1. Update last modified date when saving email from Outlook add-in

    When saving an email with the Maximizer Outlook add-in (Windows and Web ) the Last Modified Date of the record does not get updated. It should be.

    18 votes
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    0 comments  ·  Email  ·  Admin →
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    Declined  ·  Joseph Hui responded

    This is one of the fundamental behavior in Maximizer. When Notes and Documents are added to a record, the “Last Modified Date” is untouched.

  2. I use Avery label #5164 - I want to set preferences to use Middle Thick paper - Maximizer doesn't allow me to do this.

    Could you set up Maximizer so that different thickness of paper can be used.

    1 vote
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    Declined  ·  3 comments  ·  Usability - User Experience  ·  Admin →
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  3. Deleting Dashboards in the Web

    You can create and edit Dashboards in the Web Client but you cannot delete redundant Dashboards. Please add Dashboards to the Administrator menu in the Web Client as per the existing functionality in the Windows Client.

    4 votes
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    Declined  ·  1 comment  ·  Web Access  ·  Admin →
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  4. Patch Updates

    The tech I was working with was not able to access a license number for us. I do not understand how a company does not have access to it's own resources. In the end, I had to jump through loops and bounds to obtain the license info...

    3 votes
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    0 comments  ·  Customer Service  ·  Admin →
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    Declined  ·  Joseph Hui responded

    This forum is for product related suggestions. So, I will have to close this idea.

    Anyway, I have forwarded the input to our customer service team.

    Thanks,
    Joseph

  5. TAPI Support for Windows 7

    I would like to make calls from Maximizer with my existing contacts - using the dialer and my phone system (in this case Allworx).
    Why can I use Outlook in this manner but not Maximizer? What is different about Windows 7?

    19 votes
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    Declined  ·  3 comments  ·  Integration with other Applications  ·  Admin →
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  6. I bought an upgrade to Max11, and now cannot find the custom list retrieval of lists I built. rick@jericoenergy.com

    allow me access to the functions I used to have with older versions, you have hidden the "retrieve list" function so i cannot find it without paying for support.

    1 vote
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    Declined  ·  1 comment  ·  Customer Service  ·  Admin →
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  7. Include Notes data within Dashboard indicators

    Ability to crate Saved Searches using Notes and Documents data and filter on all the parameters and text searching fields within these data objects. This would then flow onto ability to see this "activity" at a Dashboard level.

    17 votes
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    Declined  ·  0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  8. "Move Selected Contact" button to workstation version

    It would also be nice to see the "Move selected Contact" button in the web version to the workstation version - I am NEVER able to get the drag and drop to a new company to work , it's a nightmare. When I found the "move selected contact" button in the web version I was so happy , and then confused as to why it's not in the workstation version

    63 votes
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    0 comments  ·  Contact Management  ·  Admin →
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    Declined  ·  Maximizer Admin responded

    Maximizer is making changes to its product line up that involved the impending discontinuation of the Windows client, in 2016. Windows client users can continue to follow the standard upgrade path to Maximizer CRM v2016, due out in late fall 2015 and then remain on that version for as long as they choose. Over time, support for CRM v2016 will cease, and the customers will have to make a decision between migrating to a solution like Web Access or Maximizer CRM Live or continue with an unsupported solution.
    We encourage customers, to continue the dialog with Maximizer Software about any potential product requirements or otherwise, which would help facilitate an easy migration to Web Access or Maximizer CRM Live.

  9. Add ability to find campaigns Suspended by Service.

    Due to the age of some of our data, campaigns sometimes get Suspended by Service because of old problems in individuals or for other reasons. Searching for these campaigns currently requires a manual search of all active and completed campaigns. With several hundred campaigns scheduled this year, that is not feasible.

    15 votes
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    Declined  ·  0 comments  ·  Marketing Campaigns  ·  Admin →
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  10. Maximizer CRM 12 Web Access has reduced email functionality compared to v. 11

    In previous versions of Maximizer CRM Web Access, there was a Menu link that allowed us to view emails in our Inbox.

    Although Maximizer CRM 12 Web Access is much improved over previous versions, for some reason, this functionality has been removed!

    This is critical functionality that should not have been taken away from Web Access users. Maximizer Web Access 12 users on the Windows platform can use the Outlook Add-In to handle their email. Mac users can now only send emails: they can no longer save emails to Maximizer CRM 12 Web Access!

    Please restore this functionality as soon…

    60 votes
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    4 comments  ·  Email  ·  Admin →
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  11. Email Window Integration - Performance Improvements

    As a support technician for Maximizer we are constantly getting complaints regarding the effects on performance of Maximizer when users open the Email window in the product.
    Quantity of email, visibility of other profiles and more recently and becoming more common, hosted email services are all root causes to the problem.
    We have exhausted all configurations to find ways around the issue but to no avail.
    This issue does need serious reviewing as it is having a big impact on our users and the success of our solutions.

    63 votes
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    5 comments  ·  Email  ·  Admin →
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  12. Dynamic Favorite Lists

    Favorite Lists that use a catalog search. You would be able to associate a favorite list with a saved search (or catalog search).

    3 votes
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    Declined  ·  8 comments  ·  Contact Management  ·  Admin →
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  13. Add a photo to contacts or individuals - Maximizer CRM Entrepreneur

    I see this popular idea was added to Group and Enterprise. Can it be added to Entrepreneur?

    15 votes
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    5 comments  ·  Contact Management  ·  Admin →
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  14. Inventory, Product Catalog

    Ability to create and manage an inventory of products by clients.

    115 votes
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    15 comments  ·  Others  ·  Admin →
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  15. Drag & Drop Emails from Outlook to save inside Maximizer

    Right now, dragging an email from Outlook saves only the subject of the email.

    173 votes
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    Declined  ·  6 comments  ·  Email  ·  Admin →
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