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!
807 results found
-
Gun Milan Services in Delhi
Astro Abha Jain in Delhi provides comprehensive Gun Milan Services in Delhi, which are an important part of Indian matchmaking. With extensive knowledge of astrology, Abha Jain assesses aspects such as Guna matching (Ashtakoot), planetary positions, and dosha analysis when analyzing the horoscopes of potential romantic partners. Her careful method seeks to balance each partner's energy and destiny to promote long-lasting marital bliss. She offers specialised advice to help couples overcome possible obstacles because of her extensive knowledge of Vedic astrology. For more information cIick here:-https://www.astroabhajain.in/gun-milan-astrologer.htm
1 vote -
Outlook integration
Outlook integration, it would be nice if when you opened an email in Maximizer that it opened in Outlook automatically. Vs sending the message from Maximizer.
24 votes -
Matchmaking Astrologer in Delhi
Astro Abha Jain is a renowned matchmaking astrologer based in Delhi, India. With years of experience in the field of astrology, she specializes in helping individuals find their ideal life partners through the alignment of astrological factors. Abha Jain's approach combines the principles of Vedic astrology with a deep understanding of human psychology, ensuring a holistic and accurate matchmaking process. Her expert insights into planetary positions, compatibility, and personalized advice have led to numerous successful unions. Clients trust her for her dedication, precision, and ability to provide astrological guidance that fosters harmonious relationships. Astro Abha Jain is a trusted name…
1 vote -
Modify Task Date on Action Plan Tasks
User is applying an action plan to a batch of 200 contacts. The plan has about 7 tasks in it spread out of 10-12 days. This user can call through about 50 such tasks a day and then wants to modify the dates to future dates in batches of 25-50 entries. Right now these tasks are not impacted by the Modify Task Date command. All that is needed is a control to indicate whether action plan dependent items should be moved along or not.
9 votes -
Opps Viewer - unable to view 'Company' field on Opps for Individuals
In the Opps Viewer, if an Opportunity is created against an Individual then the tile in the Opps Viewer only shows the Individual Name (in addition to Revenue, Close Date etc.).
It doesn't recognise that the Company name is filled in for the Individual, therefore this is no option to display the Company name in the Opps Viewer.
Could this be added as an option?
3 votes -
Notes of Hotlist default to Public
Right now, when you create a task under a contact, if the contact is assigned a security group, the task itself defaults Full Access to Public. Adjust it such that tasks created for a contact follows the contacts' security settings for Full Access and Read Access.
1 vote -
Add in contacts
Adding records to Maximizer through the Outlook or Gmail add-ins should honour mandatory and default field requirements. There are too many holes left in data that can be missed if this is not completed at the point of entry.
3 votes -
Deleting group appointments warning
If a user is part of a group appointment, and that user has access to modify all users calendars, the user is able to delete this appointment. The delete covers their own appointment and those of all other attendees. We suggest that a warning be included to let users know that when they delete this appointment from their calendar it will also be removed from the other attendees. HQ-256250
9 votes -
Option to make Product/Services field single select
We have a client who would like the ability to make the product/services field single select to prevent users selecting more than one product on an opportunity or customer service case.
3 votes -
Default Entry for Saved Search and Column Setup
Right now, setting up a Default Entry for Saved Searches and Column Setups is not available. Since there is already Default Entry options for Address Book, Opportunities, Customer Service, Notes, Documents, and Interactions, there should be one for Saved Searches and Column Setups
1 vote -
Existing business vs New Business tracking in Targets
Why is this field not available to add into the Opportunity window so you are able to do target and opportunity reporting & analyses?
3 votes -
Time a Task - convert to an Interaction
Currently, the 'Time a Task' feature is a simple Note, and the timer details appear in the body of the Note.
However, this means that if you are using the Consolidated Timeline Report, the duration of the Notes doesn't appear in the Duration column of the report - it stays just in the body of the Note.
I would suggest changing this feature so that it is a fully fledged interaction, and can therefore be included more fully in reports.
3 votes -
Feed Making Machinery Manufacturers in Punjab
Leader Machine Tools, the leading platform for Feed Making Machinery Manufacturers in Punjab , specializes in cost-effective, high-performance Lathe Machines. The focus is on creating great products crafted to meet unique needs through a client-centric approach. A variety of Workshop Machines with cutting-edge features are available, designed for maximum effectiveness. Customization options are offered to tailor the equipment precisely according to individual requirements. The sizable inventory on the website showcases the commitment to providing customers with high-quality products. Connect today for Premium Quality Workshop Machinery Manufacturers in Punjab , India. https://www.leadermachines.com/
1 vote -
Make the phone dialing not stupid
The current dialing is a total failure in user experience design. Cick on the phone icon and the dial menu will be populated with a different phone number, not the one you clicked on.
What I want is to click the phone icon, and it dials the service i want. using the tel: url scheme.
And i call call the client on signal or whats app or whatever with similar iconds. Or send a text message with appropriate icon via SMS or any other service with a url scheme for sending texts. I have a different icon for each service…
1 vote -
Completing more than 1 task
When completing more than 1 task you can literally watch each task being marked completed with a check mark. It is not intuitive that the user can browse away from the process and continue working in Maximizer. I suggest having the routine complete in the background similar to the Global Edit where once it is initiated the user is prompted to continue working in Maximizer
3 votes -
Timeline - Option to include future activities
The timeline is a great tool however would really like the option to also show future activities in this list. We have multiple contract employees dealing with new clients for training sessions so the timeline being able to show all upcoming appointments would be great to see at a glance instead of having to run a report every time.
Something as simple as an option to include future entries would be sufficient.
6 votes -
Opportunities - changing Stage should trigger mandatory field check
Currently, when changing Stage on the Details tab of an Opportunity it doesn't technically open the record for editing and therefore doesn't trigger any checks for Mandatory fields.
The suggestion is to alter this behaviour so that setting the Stage does trigger a check for mandatory fields.
3 votes -
Outlook integration
The ability to move an email from one contact to another contact, including between company and contact and household. As of right now you have to go back to your email, locate the email and add it to the correct file, then delete it from the incorrect file. If someone else sent the email, then there is nothing you can do.
13 votes -
Multi-user interactions
We often do multi-user video meetings and want to save the call history to an interaction for each of them. It would be very helpful to be able to global edit an interaction or introduce a multi-user list (like the appointment dialog) so we can save this record multiple times with one entry.
6 votes -
Bulk Hotlist Task Set up
It would be great if you could select multiple individuals and schedule individual hotlist tasks (all for the same time), all at once rather than having to go to each one and schedule individually.
4 votes
- Don't see your idea?