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Feature Suggestions for Maximizer CRM

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808 results found

  1. Monitor interactions in Zapier

    We currently poll for notes changes. We should do same for interactions. Use case is that a user has a specific type of interaction (face to face meeting) and they want to see the Last Face To Face Meeting Date in a UDF. The zap can update this like a trigger.

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Admin →
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  2. Eventbrite Integration

    Request for an Eventbrite integration to allow creation of events and management of respondents within Maximizer.

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Admin →
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  3. Dashboard indicators for interactions

    Customers want the ability to see on the dashboard the number of calls, meetings, quotes they have logged. Assuming call, meeting and quote are category values on interactions, we would like to have at least a numeric indicator of the number of interactions related to a saved interaction search catalog or a date range.

    3 votes
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    0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  4. Change contact on hotlist task

    Would like to be able to associate a hotlist task with a different contact - change it from one contact or company to another.

    9 votes
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    0 comments  ·  Task Management  ·  Admin →
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  5. Import interactions

    We would like the ability to import interactions and notes, and specify categories, date, time, owner and text. The current note import supports just the text field.

    7 votes
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    1 comment  ·  Others  ·  Admin →
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  6. Task, appointment and opportunity notes shoudl login inside the interactions text

    We prefer to see the logging of a task created (follow up) within the interaction as it is easier to see when viewing the report than separate entries.

    7 votes
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    2 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  7. Easier way to Link Opportunity or a C/S case to a calendar entry.

    Link an Opportunity or a C/S case to a calendar entry within the calendar.
    Without the need to go out of the calendar. Old windows client used to do this

    1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  8. Address Book Timeline Report Blank

    When I select some but not all Notes types, I get a blank report. See attached screenshot of my filter.

    3 votes
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    1 comment  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  9. Rick@Jericoenergy.com

    When assigning a new UDF to a listing, the program nicely narrows your search as you add characters. It DOES NOT do that when you go to search by UDF. If you added that, it would be much more streamlined.

    2 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  10. Rick@Jericoenergy.com

    I cannot see the description of UDF's when adding a new listing. Many of my UDF's are long. For instance Manufacturer, commercial refrigeration and Manufacturer, commercial. I can only see "Manufacturer". Please let me see the whole description.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  11. Create a task or appointment thru Maximizer and like Outlook, set a delay on the comm of task or email

    Enable a delay of communication function

    3 votes
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    0 comments  ·  Admin →
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  12. Double click to edit a lead in the leads module

    Currently you can either select edit or double click on the details in an address book entry, case or opp. I suggest you provide the same quick edit access in leads as well to maintain consistency.

    8 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  13. Be able to send a templated email from the mobil App.

    see the title, self explanatory.

    3 votes
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    1 comment  ·  Maximizer CRM Live  ·  Admin →
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  14. Allow action bar sort to be customized

    Would like the ability to move actions higher or lower in the list, and possibly hide actions that we do not use on the details tab (right side)

    8 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  15. entry icon

    The Entry Type Icon has been replaced with Entry Icon. The two things serve a different purpose and I believe having Entry Type Icon back is necessary. The concept of an Individual (or Household) is distinct in Maximizer and it confuses users. Having the icon makes it easier to see what you are looking for wiithout the long text of Entry Type.

    9 votes
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    1 comment  ·  Usability - User Experience  ·  Admin →
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  16. Remove from favorite list command should filter on only lists contact is associated with

    When removing a contact from a favorite list, today the CRM presents all existing favorite lists. We would prefer if this dialog restricted to just the fav lists that this contact is a part of. No reason to show others when removing.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  17. Hide basic fields

    Allow users a 'hide' option to all system fields in all modules (First Name, Department, Products/Services, etc.). If the field is set to hidden, the field would not display in the entry dialog. Many clients complain about the fact that we have near total ability to customize key fields and no ability to customize the basic fields.

    11 votes
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    0 comments  ·  Web Access  ·  Admin →
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  18. We'd like to be able to add custom icons to the drop down for notes/interactions - i.e. a trashcan/waste paper basket

    1 vote
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  19. Contact switcher missing from hotlist

    In the address book we have a useful contact switcher allowing us to change the details to any contact within the company. This element is missing from the hotlist. We need it to move more efficiently.

    7 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  20. Preventing users from Deleting Opportunities should not prevent them from removing a value

    Please split the security setting for allowing a user to Delete Opportunities.

    Currently, if you prevent users from deleting opportunities but allow them edit privileges, they can change a value in a field but can't remove a value.

    This means that once a value has been added to a field, even accidentally, there is no way for the user to remove it.

    In text fields or numeric fields, you can get around it by entering a space or a zero but there is no way to remove a value from a table field without including a blank value in every…

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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