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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List records in the Web Access
For a Custom Action project, we need to be able to populate the Address Book list from either ClientID/Contactnumber or Parent Keys.
9 votes -
Web Following Grid Sort by Header
When clicking on a column header to sort alphabetically as per other tabs.
15 votes -
Web Following Grid Framework Default Values
Set default values for checkbox widget and DropDown widget. Also the selected option should "stick" when moving from one company to another rather than resetting itself which is what happens now.
13 votes -
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 votesThis is one of the fundamental behavior in Maximizer. When Notes and Documents are added to a record, the “Last Modified Date” is untouched.
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Notes Report - Pull all/selected notes from Customer Service and Opportunities
The Notes Report at the Address Book level can only pull "system" notes from Customer Service and Opportunities related to the AB record.
This capability should be expanded to include all notes from the CS and Opp modules so you can create a complete summary of interactions with the AB record.
24 votesFor 2021 R2 release
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36 votes
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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 -
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 -
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 votesThis 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 -
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 -
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 -
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 -
"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 votesMaximizer 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. -
Telephone log
A telephone log for all staff that easily pulls up a date range for any one or all members of staff and duration of calls. Easy to use access to how active the telesales team have been on the phone.
23 votes -
Report on Notes for selected records by date range.
Report on Notes for selected records by date range.
Need columns Name, Date/Time, Owner, Category, Text.
11 votes -
Lets talk about improving service!!!!
I've had many issues with Maximizer CRM 11. Currently I'm not able to open the software, very difficult to have a productive work day, when I cannot contact clients.........The tech department does not allow one to talk to a person!!!!! Maximizer does not respond to emails..... the sales representative that sold me the product will not return calls.......
1 voteHi Myron, I will ask someone to get in touch with you ASAP. Thank you for your patience.
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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 -
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 votesMaximizer CRM 12 is no longer supported
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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 votesThis version of Maximizer is no longer supported
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Campaign tracking codes - for non-techie users
Have a button on the HTML editor to add the 'e-mail opened' tracking code within an image tag at the bottom of the page (just before the closing body tag) for those users who have been selected by their bosses to manage campaigns and are not HTML savy.
I encounter this problem all the time with clients. They are just not able to get it right.
36 votes
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