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
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how to link zoom meetings to a contact in maximizer or using outlook to sync contact maximizer
you guys need to figure out how an outlook meeting can be with associated with a contact in maximizer, with all of these virtual meeting systems available now something needs to be done. we have compliance issues at stake here.
4 votes -
Colouring rules for UDF's
It would be great if we could add colour to a UDF output.
I have an IF formula that mathmatically checks 2 numeric UDF's to ensure that they have the same value and outputs "PASS" or "FAIL" depending on result.
I would like to be able to colour the "FAIL" red so that it stands out in the KEY Field allowing my team spot the "FAIL" more easily.
Hope this gets lots of votes!!
9 votes -
moving documents to designated opportunities or cases
When you have documents attached to contacts - it would be nice if you could move selected documents to opportunities and cases.
1 vote -
Display label of the name favorite list at the top of browser screen
When you select a favorite list - it would be nice to see what list your working on - a glance. Would be nice if you could display the name of the list at the top of the screen.
1 vote -
Being able to import Attendees from Outlook
Being able to automatically link the attendee's listed in my outlook calendar to the attendees in maximizer (assuming they are already contacts in the address book) would be an ideal feature as it would add an extra link between modules without having to manually update the maximizer meeting.
4 votes -
Allow pdfs & Word docs to appear in Company Announcements on My Work Day section
Currently you can only upload text or html files to the Company Announcements section for them to appear in My Work Day. Even with html files, images do not appear on that page. This should be fixed as well as allowing pdfs and Word docs to be uploaded and appear visible to all users on the My Work Day page
17 votes -
Automated Texting Follow Up Feature
Hi Maximizer,
Is there a way to create an automated texting feature within Maximizer to follow up or remind clients about appointments.
This would be a great feature. Or would this be done using Zappier?
Thanks for the consideration.
http://www.marabellafinance.com
(760) 803-6464
Chris Marabella - Marabella Commercial Finance
3 votes -
Notes Associated Entry - ability to update or move the note from one record to another
It would be great if we could either update the name in the Associated Entry column in Notes or be able to move it - sometimes things get placed in the wrong area or under the wrong name - it is extremely time consuming and tedious to have to move each one by re-entering all that info!
4 votes -
ShareSync
Sharesync integration would be great, thanks
3 votes -
save email to maximizer with keyboard only
would like to be able to assign keystroke that would take an Outlook message and save it to maximizer, bringing up the appropriate dialogue if necessary. A documented solution using autohotkey would be sufficient.
1 vote -
Integrations with WhatsApp and instagram
You can add a widget window that allows to add chats with whatsapp and instagram
11 votes -
1 vote
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Add link within a notification alarm to get back to the ticket/company.
Add link within a notification alarm to get back to the ticket/company.
3 votes -
Note Search and/or Documents Search to be able to include only emails with attachments
From a client : It is sometimes important for us to be able to quickly see what has been sent to a particular person for the purposes of due diligence in negotiations.
This could be achieved by running a report that listed all of the attachments which were sent to a particular person. I know we are able to individually go through the documents tab in max and obtain the attachments from there (which is what I did this time) but if there were hundreds of emails this would prove to be a bit time consuming.
A great idea!!6 votes -
phone Integration with Microsoft Teams.
Microsoft Teams has replaced skype. could you please provide integration for outgoing calls for Teams?
4 votes -
Shopify integration
Shopify integration would be great, thanks
1 vote -
Add Appointment - Icon Bar
In the “Add Appointment” window – the icon dropdown menu is vertical. I would like to suggest that it be horizontal like the icon bar in “Add at Task”. It would be much easier to use as with the vertical menu, your mouse moves around before you get to the bottom and then loose the menu bar. Also be able to move the icons around so that the ones you use the most could be first in line. If the bar is horizontal that is not as important.
1 vote -
Default entry management in web access
In the new web access default entry management under settings there are two problems:
There is no way to access a users default note or default document for any module. This is also removed from win access on on-premise admin.
In MaxLive we are not able to global edit default entries, which works on on-premise.
6 votes -
Allow the start date of a campaign to be changed
Allow the start date of a campaign to be changed not just by delaying, as this doesn't help if you are bringing the date forward.
1 vote -
Increase the granularity of Security Setup
Today, we discovered that the ability to opt-in email types is tied to the "Modify System Tables" privilege. This privilege also give the user a number of other rights such as the ability to delete contacts - which we don't want to do. At the moment, I would be happy to have this one piece changed but ultimately, I think it would make sense to have a look at security as a whole in terms of what improvements could be made. For starters, more granularity in general, possibly add field level security and the ability to make changes to more…
1 vote
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