525 results found

1. File system/one drive support

   I hear you may be working on having local one drive links to maximizer. Please don't do it the dumbest way possible which would be to point a fixed path per user as the root of the local one drive.

   Keep in mind a given will have different paths to OneDrive depending on where they log in. I use two different machines, and my paths to onedrive are different, and not within my control, on these machines.

   Similarly, most of our files are stored in OneDrive libraries, which have different paths on each workstation and are not the same place as teh OneDrive personal storage for each user. If you are are adding OneDrive local support, please be sure to understand how OneDrive libraries work.

   I hear you may be working on having local one drive links to maximizer. Please don't do it the dumbest way possible which would be to point a fixed path per user as the root of the local one drive.

   Keep in mind a given will have different paths to OneDrive depending on where they log in. I use two different machines, and my paths to onedrive are different, and not within my control, on these machines.

   Similarly, most of our files are stored in OneDrive libraries, which have different paths on each workstation and are not the same place… more

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2. 'Logged into the server successfully...' error

   The following error has occurred previously when using the Outlook integration:

   'Logged into the server successfully, but there was an unknown error processing this request.'

   This error has come up on a least a couple of occasions - saving email to Maximizer, or when just accessing Preferences - but it doesn't make it clear what the problem may be.

   Could the error handling be adjusted in a future update to eliminate this sort of error?

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3. Ability to make Actual Revenue field in the Opportunities module mandatory

   Ability to make Actual Revenue field in the Opportunities module mandatory

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4. Allow Adding an Individual to a Template Campaign when in Address Book Tab

   Hi Maximizer,

   I think it is rather cumbersome if you are in an invididual record (address book tab) and you have to click on Email Campaign just to enter someone into an Email Campaign Template. In some of the older versions of maximizer you were able to enter someone in though pushing a button in address book and selecting the individual.

   This was much more convienent.

   Thanks for considering my suggestion.

   http://www.marabellafinance.com

   Cell (760) 803-6464

   Resectfully,

   Chris Marabella - Marabella Commercial Finance, Inc.

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5. Hi my name is Chris Marabella - Twillio Texting Capability - Should Have Pop Up When Persons Respond

   Hi Maximizer,

   I am with Marabella Commercial Finance, Inc. and use your Maximizer CRM with our direct lenders and clients. We use the Texting feature that works with Twillio. It is very valuable to us for follow up.

   What we don't like about it when some responds to us we really can't know when they do that especially if we send out a large text.

   What I suggest create a popup when someone responds to our text.

   Thanks and let us know if this is something that you will be making better?

   Cell (760) 803-6464.

   http://www.marabellafinance.com

   Thanks,

   Chris Marabella and Team

   Hi Maximizer,

   I am with Marabella Commercial Finance, Inc. and use your Maximizer CRM with our direct lenders and clients. We use the Texting feature that works with Twillio. It is very valuable to us for follow up.

   What we don't like about it when some responds to us we really can't know when they do that especially if we send out a large text.

   What I suggest create a popup when someone responds to our text.

   Thanks and let us know if this is something that you will be making better?

   Cell (760) 803-6464.

   http://www.marabellafinance.com

   Thanks,

   Chris Marabella and… more

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6. Ear-mark e-mails in Outlook in-box once they are saved to Maximizer -- to eliminate doubt that causes operator to re-save

   When I receive an e-mail, I try to discipline myself to immediately save it to the record of its sender before I double-click on it in the inbox, and then click-on Reply, Reply-all, or Forward to respond.

   But sometimes I forget to first save the incoming e-mail. Sometimes, even if I HAVE saved the incoming e-mail, I may forget whether I have saved it or I haven't.

   Instead of searching for the sender's record in Maximizer, then checking the sender's Documents to verify whether or not I'd already saved the e-mail, I typically re-save that e-mail to Maximizer to save myself extra effort and time. That has resulted in a lot of duplicate saves.

   If the incoming e-mail showing in the Outlook in-box could be 'ear-marked' once it is saved to the sender's and/or other records' then I would be saved the extra effort and time needed to create a duplicate-save, and that record's Documents would be easier to index.

   When I receive an e-mail, I try to discipline myself to immediately save it to the record of its sender before I double-click on it in the inbox, and then click-on Reply, Reply-all, or Forward to respond.

   But sometimes I forget to first save the incoming e-mail. Sometimes, even if I HAVE saved the incoming e-mail, I may forget whether I have saved it or I haven't.

   Instead of searching for the sender's record in Maximizer, then checking the sender's Documents to verify whether or not I'd already saved the e-mail, I typically re-save that e-mail to Maximizer to save… more

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7. More ways to contact clients - telegram, whatsapp, etc.

   For each phone number, i can configure a number of services - phone, telegram chat, telegram call, whatsapp call, etc.

   System wide, i select which services we use with clients, and an associated icon and URL scheme. You would prepolulate with telegram, whats app, skype, the rest are up to us.

   On the contact details tab, instead of just a phone icon, which uses the tel: URL shcheme, there are also iconds for skype, telegram, whatever else I set up.

   Further, for services not using phone numbers for addressing, they can be listed as "Communications" rather than "PHone" but show up in the same panel for dialing in the details panel. As long as there is a URL scheme, i should be able to press 1 icon and dial or initiate a chat.

   For each phone number, i can configure a number of services - phone, telegram chat, telegram call, whatsapp call, etc.

   System wide, i select which services we use with clients, and an associated icon and URL scheme. You would prepolulate with telegram, whats app, skype, the rest are up to us.

   On the contact details tab, instead of just a phone icon, which uses the tel: URL shcheme, there are also iconds for skype, telegram, whatever else I set up.

   Further, for services not using phone numbers for addressing, they can be listed as "Communications" rather than "PHone" but show… more

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8. More control over outloook/office 365 SYnc

   I would like to be able to:
   - Synchronize contacts TO outlook, i never want an outlook contact synced back from maximizer as that seems troublesome .
   - Synchronize Calendar Entries Between outlook and maximizer. Mostly we do calendars in outlook, occasionally edit in maximizer.

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9. Ability to attach document/email to multiple companies at one time

   The two options for attaching a document/email (in the Documents section or Outlook integration) require you to choose or lookup companies one at a time. It would be nice to pull up a list in the Address Book and attach the document to all those facilities at one time through a function like Global Edit.

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10. phone call interface with MS Business Voice to replace Skype for Business

    Link in Phone Calls presently with Skype for Business only. Would ;like to see the integration with Microsoft Business Voice.

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11. Improve "Delete" option in Opportunities

    In order to remove an Opportunity one must go to Edit and then Delete. When the Delete option is selected there is a Pop-up that says that deleting will cause all of the information to be deleted. It needs to be modified to state that if it is an Opportunity that you are deleting that the information for the Contact will not be deleted. It is very confusing the way it is now.

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12. Improved readability of dates

    I run a camping booking system on Maximizer. It would be great to be able after keying in the booking days to search and/or read off arrival days for my customers by the day (text) and not by a numeric.
    eg. Arrive: Monday, 26 October 2020, instead of 26October2020. Small issue I know but for me it would be very helpful better able to visualize. :) Tks Ben Barton Mt Barney Wilderness Camping www.mtbarney.com.au

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13. Make the Leads section useful.

    While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note.

    Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact but you cannot assign a Lead to the same contact. This then requires you to add the same info you already have more than once, which makes no sense.

    Lastly, if this does get straightened out, and attached documents and notes will need to get transferred to an opportunity should one be developed.

    While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note.

    Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact… more

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14. mandatory fields - Opportunity Stage

    The Stage field is missing as a value to include in conditional mandatory fields.
    Having other User Defined Fields based on what Stage an Opportunity is at really makes logical sense, so as something progresses and a user moves the opportunity along we want to collect different information e.g. Stage = Quote THEN UDF Quote Number & Quote Sent Date become mandatory. Is there any way this can be introduced as a field to select from, has been requested a few times from our user base across different business types. Thanks

    6 votes

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15. Adding fields to documents tab

    Being able to add any Maximizer field to a tab would be a great added feature.
    IE: Being able to add FROM and TO email addresses to the FILES The files or documents tab would make it much easier to find an email if we could see who the emails are FROM or who the emails are TO.

    Example: The same Subject line in an email can appear in Maximizer many times, but some of the emails are TO and FROM Maximizer USERS and others are TO and FROM Maximizer USERS and Maximizer CONTACTS. It would be nice to be able to see this on the files tab.

    Being able to add any Maximizer field to a tab would be a great added feature.
    IE: Being able to add FROM and TO email addresses to the FILES The files or documents tab would make it much easier to find an email if we could see who the emails are FROM or who the emails are TO.

    Example: The same Subject line in an email can appear in Maximizer many times, but some of the emails are TO and FROM Maximizer USERS and others are TO and FROM Maximizer USERS and Maximizer CONTACTS. It would be nice to be… more

    12 votes

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16. Align the list order of the sales processes

    Align the list order of the sales processes shown in the Administrator Opportunities set up with the Opportunity Process drop-down

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17. Partner Portal Performance

    Partner Portal performance is very slow. Slow to load and slow to login. Performance needs to be addressed

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18. Integrtaion with Slack or an allowance for a insystem chat app

    SalesForce has a product called Chatter
    Slack allows for this type of integration.
    So either allow integration on Live & legacy OR create an insystem chat app?

    25 votes

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    Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    
    

19. I believe it would make more sense if the web to lead forms actually linked to the leads module.
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20. margill law interest calculator

    Is it possible to intergrate Margill interest calculator to Maximizer?

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