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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Date Search rolling range options
There exists the ability to select various date ranges eg Current Fiscal Quarter, but one to include the last (or in fact next) X months would be great ie Last 1, 2 3 4, 6 or 12 months
47 votesImplemented and released as of Summer 2013 release.
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We would like to see a Preference to turn off the reminders in Appointments.
In Version 12 (and Summer 2012), the reminder email for appointments is now set to default with no way to turn this feature off. Many of our users do not want this feature and there is no way currently to turn it off.
62 votesIn Winter 12 release this has been addressed. Last preference is now remembered by Maximizer.
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Web Access Importing - available fields
Now that there is a user friendly importing tool for the web access is great but it would be nice to finish it off with some of the values that are not currently available to import to:
Account Manager, Category and a Note column would all be useful.24 votesdone
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Make email read and compose windows non-modal
Can we have Maximizer as convenient to use as Outlook is in its ability to have several email windows open simultaneously for reading and composing? I believe in using Maximizer, obviously, but at the moment if I am composing an email and the phone rings I am stuck - I have to come out of the email in order to handle any outcomes from the call using Maximizer. Does anyone agree with me that this is very inconvenient? Wikipedia (!) says "A modal window blocks all other workflow in the top-level program until the modal window is closed". This is…
34 votes -
You should fix your website
I want to upgrade from CRM 10 but when I select the upgrade feature, it bounces back to the initial screen before completely loading the information on upgrades. Not the best customer experience.
1 voteWe have addressed the problem now.
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Add the Combine Companies feature to the Web Access client
The option to Combine two companies seems to be missing from the Web client
53 votesImplemented and released as of Summer 2013 release.
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Automatically clear AddressBook before exiting Maximizer
Clear Addressbook list automatically when closing Maximizer to prevent Maximizer from hanging. This happens with large databases when Maximizer saves the list of current records in the Addressbook. If the list is cleared before the application is closed (preventing Maximizer from saving the current list of records) there is no issue.
39 votesThanks for the reminder Jenny. This status has been updated now.
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Google Chrome Support
When I open the webapp in Chrome, it says that the browser is not supported. Chrome is one of the most used browsers in the world!
61 votesGoogle Chrome is a supported browser.
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Saving Email to Opportunites - Outlook toolbar
The saving email to Opportunity function using the Outlook tool bar seems to pre-select every Opportunity associated to that entry.
In turn this now saves the email to each one unless you remove the check-boxes manually - not good if there were a large quantity of them.
Could the default not be to have any selected and the user selects the correct Opportunitie(s)?12 votesGreat suggestion. This has been implemented for both saving emails to opps and cases through the Outlook Add-In Toolbar. The feature will be release in our Winter Release near the end of the year. Thanks everyone!
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15 votes
This will be available in the Winter Release near the end of the year!
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"User" merged fields in email templates
Using Word, it is possible to add "User" fields such as "My Display Name" and "My Email Address" to a template. This feature is currently not available for Email Templates.
68 votesYou can insert any basic field or UDF of an Address book entry, opportunity, case or user information (such as contact details of the sender or today’s date or other) as a merge field in email template
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Note Report Improvements
The results page of a Note Report need some reviewing as it does not open in a tab / new window that can be interacted with.
There is no scroll bar when the report goes off screen, in Windows XP at least the Page Up / Down buttons respond, but on Windows 7 \ IE 9 these do not function so there is no way of seeing all the output.
The only way to extract the report is to Print it or select all the text and then copy / paste this.
Maybe some form of 'Send Report to..' option…1 voteScroll bar is available in the Note report.
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Call the Outlook Add-in tab Maximizer
A minor point is that the Maximizer Add-in Tab in Outlook says just that "Add-in", unlike Norton and some other programs which create their own tab with the name of the application rather than just using the default Add-in tab. It is impossible to change the Tab name to Maximizer from Outlook options so perhaphs you might like to give the tab a better name? - comment based on user feedback.
6 votesThis is now available in the Summer Release!
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I think it would be very helpful if I can click on call a contact and have it dial via Skype. Huge productivity increase. Thanks
I think it would be very helpful if I can click on call a contact and have it dial via Skype. Huge productivity increase. Thanks
49 votesThis has now been added to a recent release, such that the Timed Notes feature can started from a Lync or Skype call.
The configuration to set this up is located un Administration\Preferences\System Options where you can setup the VOIP/IM Integration.
Once configured here, it can be accessed from the Details Tab of the Address book using the little phone and note pad icon under the address info. -
Combining an Individual to become a Contact of A Company
Currently (Maximizer CRM 12), it is impossible to Combine an Individual to become a Contact of a Company. In order to do this, an intermediate step is required: the Individual has to be converted into a Company first. The Individual then becomes a Contact of a Company and can be Combined into another Company.
It would be great if the intermediate step of converting an Individual into a Contact of a Company could be eliminated in a future version.
John
59 votes -
Access saved emails from smartphones
Include the ability to view saved email documents in the Maximizer web or Windows client in MaxMobile and Mobile Access as well.
13 votesViewing saved email documents is now available in the Maximizer CRM 12 Summer 2012 Release! This is available in Maximizer CRM Live, Group and Enterprise editions’ Mobile Access.
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Save emails to Opps & Cases in Web Access
We should be able to save incoming and outgoing emails to opportunities and cases when using Web Access. For example at the moment we can save incoming emails to address book entries, and we can create new cases from incoming emails, but we cannot save incoming emails to existing opportunities nor to existing cases. For a long time the Windows access has provided this functionality, and many customers have come to rely on it, either for opportunities or for cases, and sometimes for both.
19 votesSaving emails to opps is now available in our Summer Release for Web Access and CRM Live!
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Adding document should automatically get the name from the file being saved
While adding a document for a contact, if you don't give it a name Maximizer saves it as an untitled document. It should get the name from the file automatically.
54 votes -
Automatically format phone number when entered manually
Phone numbers are often copied from emails or websites and pasted into Maximizer. If the formatting is not manually changed to the standard format of (000) 000-0000, lists and entries are inconsistent. It would be very helpful to have the phone number fields apply the standard formatting of (000) 000-0000 regardless of how the number was entered, much like the way a manual entry of an Outlook contact is handled. For example, all of the following entries would be reformatted to (604) 601-8000:
a. 6046018000 (currently this the ONLY formatting entry that does this)
b. 604.601.8000
c. 604-601-8000
d. (604)601-8000…160 votesdone in version 2017
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Trend reports
I'm asked for support for Dashboard KPI values tracked over time.
eg. Total Pipeline value KPI tracked over a Daily, Weekly, Monthly or Quarterly as a graph against time. If you want to get really cool add a second line on the chart with the value for the previous reporting period or same period last year.
There are two factors here: The sample period, and the reporting period (width of the chart in time).
15 votesAvailable now in Insights module. Pipeline KPIs tracked on the ‘Sales Overview’ dashboard and the time period can be changed on the fly in the dashboard filters.
Insights is a Maximizer add-on released for CRM Live November 2019 and on the roadmap for on-premise.
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