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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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 -
Rollout of Quick Access search icons to users/groups.
Please add a method to rollout Quick Access icons/searches to multiple users.
Currently if you create a common Quick Access search (eg account number), the quick access icon needs manually installing by each user individually.5 votes -
MaxDocs
The new MaxDocs browsing experience browses away from the main Maximizer UI. This is not helpful if you want to easily refer back to a function, feature or window in Maximizer while browsing MaxDocs.
3 votes -
Customer Service Case from an opportunity
Ability to create Customer Service Case from an opportunity. Whereby all notes in the opportunity can be copied through into the C/S Case.
4 votes -
Email delay on hotlist task
Implement a delay on email when a task is created – if the task is for a week or so out – the email gets sent when processing occurs - near time.
We would prefer to be able to assign a task and send an email closer to the date the task is required to be completed.
1 vote -
Highlight only missed required fields and not all required fields
Currently, if a required UDF is not filled in, all the required UDF fields are highlighted with a red outline.
It would be so much easier for users to have only missed ones highlighted.
Better yet, to have the missed fields brought to the top of the list just like it does when the required field is in another key field tab.
if you have a Tab with almost 100 fields, it is aggravating to the user to try and find the missed field.
3 votes -
Liv Pure Weight Loss Tablets
Sigh? Posolutely, it's fouled up although that column dealt with Fat Burner. You have to do this manually. Last of all, I have noticed over the last year a Weight Loss Gummies that performs an affectation for a Weight Loss Gummies. This should answer your questions on why you want Fat Burner if this stuck to small baby steps. Fat Burner is not treated fairly. Of course, you will get what you paid for. There are many arrangements to skin a cat.
1 vote -
Send appointment invitation from app
Making a Maximizer user truly mobile means bringing critical desktop functionality to the app. In this case we have the option of including ics attachments and sending email invitations to contacts from the desktop but the mobile app does not currently honour this.
7 votes -
Maximizer Extenstion for Outlook Calendar
I would like to have a one click solution to attached a calendar entry as a meeting from Outlook's calendar to Maximizer's caleandar.
Background: It's too time consuming to add every appointment to the maximizer calandar ... especially when doing zoom meeting and entering location information. Bottom line is that Outlook's Calendar function is much faster and easier to use and integrates with iOS as well. SO... it would be amazing if you coulud click on a calendar entry in outlook and click a "maximizer" icon that would allow you to attached that to a contact ..which would in turn…
3 votes -
Interactions - option to not save emails
Emails now save to Interactions, rather than Documents. With this change, the option to NOT save emails was removed.
Could this feature be re-added? If not as a personal preference then as an option to be enabled by an Administrator.
3 votes -
Consolidated Timeline Report sort order on date/time is incorrect
I moved the Date/Time column to the left and sorted. When I view it or print to PDF, there are some dates out of sequence.
3 votes -
Right Click -> add to campaign
Please re-add the ability to add a subscriber to a campaign via the addressbook (right click, Add to campaign and/or an option in the actions menu).
3 votes -
Opportunity Duplicate Checking.
Add a "Find Duplicates in List" to the Opportunity window with identical functionality to the option already in the addressbook window.
1 vote -
Alternate address Phone numbers
Add a Phone Number field to alternate addresses.
Often we will have companies with a number of alternate addresses/Offices but no way to store separate phone numbers for different sites1 vote -
Ability to filter by resources on all calendar views
Currently you can only filter by resources in the Agena and Availability views in the Calendar. In the month, week and day views, resources are not a filter but will require you to edit the appointment to see this. Would be great to have the filter available on all calendar views.
4 votes -
4 votes
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Globel edit Managed/Won accounts from in progress
When we have blocks of busness transferred to our firm all the accounts come in as in progress, we used to have the ability to global edit those and change to Managed accounts or Won - that option has been taken away. I would like that to be brought back. This also happened when we transferred from Act database to Maximizer i am sill going through my accounts that state in progress to individually change them to Managed. It is a lot of work.
1 vote -
HTML editor for non-campaign emails
Please add an HTML tab to the Compose Email dialog, similar to the campaign email editor.
Currently items like redirect links are hard to use as you cannot use the link editor to change the visible text (as it removes spaces from the "[...]" breaking it), an HTML editor would fix this issue, and make other changes to the outgoing email and it's functionality possible.3 votes -
Client Logo on login screen
Please add the ability to change the
clients login screen with their own company logo.
Ideally it would be nice to modify the screen further, but at least being able to change the logo in a similar fashion to the on-premise version.2 votes -
Automatic incrementing field type
A field type that when added to a client has the next available number.
Ideally starts on null like the Yes/No field (unless set as part of a default record), and if selected populates with the next available number.
Option for number of digits (to pad with 0's eg 00004) and start value.
Needed for creating user friendly client ID's etc3 votes
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