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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Webforms should have option to bring entries in as Leads
Instead of only being able to add new address book records, the webforms should be updated to have the option to create Leads.
11 votes -
Proper handling of return values for formula UDF date functions
Right now:
"Any formula that supplies an invalid date to the Date function will result in a blank value. For example, the function “Date (2012, 4, 31)” is invalid since the month of April does not have 31 days. If this function is part of a larger compound expression, the entire expression will evaluate to blank."Adding a IsBlankDate() predicate function would go a long way to allowing formula UDFs to track blank date fields and respond accordingly.
7 votes -
Autosignature handling
Using autosignatures is great, enabling you to share email templates for consistency in appearance from all users, EXCEPT for 1 thing. When you choose to change to a template that is not set as your default, it replaces the default message template with the new one, BUT DOES NOT reattach the autosignature. The end rersult is that you have to have multiple personalised templates for everything else other than the default standard template - the same issue you have if not using autosignatures - very stupid & frustrating!
6 votes -
Have a work space for each contact for ongoing work
I would like a note or workspace that stays visible beside each contact name so that I can have my on going work visable.
For example - you want to keep a list of your next steps for a client or remember something very important going on with them... I would like this as a unlimited character workspace that is always visible so I don't have dig through the notes.4 votes -
Allow more than 5000 characters in notes
The character limit of 5,000 when entering a note for a client is far too low!! I'm constantly running up against this limit and having to make other arrangement (e.g. save separate document in files, split the note into two separate notes.
This is very frustrating as it makes following a set of notes much more complicated. This problem can be alleviated by increasing the limit to 20,000 characters or more or no limit at all!
1 vote -
I like the map view in the mobile app, when will this be available in the desktop?
being able to view my search result in the either the grid or a map
made on behalf of a customer request. upvote if this interests you
4 votes -
Interactions workflow adds clicks for the user
There are too many clicks now when logging a call. If you want to log that you made a call and left a message it has gone from 2 clicks to 7!
Even the recording of call that you connect on adds clicks to start the timer - when this used to be on by default
3 votes -
Indicate inbound/outbound emails in Interactions
Right now in Interactions, you can differentiate between inbound and outbound calls. Please incorporate a feature to differentiate between inbound and outbound emails.
1 voteThank you for the suggestion. We will consider this feature in a future release.
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Interactions dialog text box size
I think the dialog could be improved by making it possible to make the long form text box a bit wider. If we could expand it was we can with notes, there are times that a long text would be easier to read.
6 votes -
allow more field mapping between leads and opportunities
mirror fields available in opportunities to be also available in leads so they can be mapped to avoid entering the info in twice.
18 votes -
Global Edit option in the Hotlist Edit menu
A big issue I have with the Hotlist is the lack of a Global Edit option in the Edit menu, as I’d like to be able to select multiple records & alter the Priority field value on them to get more out of the system in terms of my daily planning. There is an option to Modify Task Date but that does only apply to Tasks & not Appointments, when it should work for both, & I'm guessing that the same constraint applies to the Reassign option as it's heading when selected is "Reassign Hotlist Tasks", so this whole Edit…
3 votes -
Help Centre, Whats New section should have a chronological list
A client today realised that the new release has changed where emails go, so I was going to point them at the release documentation, until trying it myself I realised that only the very latest one is there (regarding Word integration), with no ability to look back at what else had been released. It would be great if there was say the last 5 release notices there available to look at
3 votesWe are working on a web-based help platform now. We will be able to support the upgrade history so the customers can track back the changes in previous releases.
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15 votes
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Allow leads fields to be edited
Allow the system fields in the leads module to be edited or hidden as many are not applicable to certain businesses and cause confusion for the user.
15 votes -
Delete interactions record
If you delete a task or appointment it automatically deletes the related record but when you log a call and realize it was recorded against the wrong record you can delete the note that was logged but it does not delete the related interaction record.
9 votes -
Include Duration UDFs as dashboard primary fields
Please include duration fields in the primary fields list, used when constructing a dashboard indicator. So their values can be averaged, summed, etc, in the indicator. They're not included at the moment. Formula fields are included, so it's not obvious why duration fields are not included.
6 votes -
Automatic User Provisioning/Deprovisioning with SAML2 SSO
When a user is added to Maximizer from the IDP's side, it will automatically create the user account in Maximizer and disable the account if the user is removed from the IDP.
1 vote -
IDP-initiated login flow for SSO
Right now, with Maximizer 2021 R2, you have integration with any IDP (Azure, etc.) using SP-initiated login. Please improve this integration by including IDP-initiated login.
1 vote -
allow connection to okta for single sign on
We use Okta authentication for single sign on to all of our applications. This gives us control over MFA and password expirations across all applications. But Maximizer in the cloud does not integrate with Okta. It would be greatly beneficial if it did.
1 vote -
Include Address Book entries in email reminder switch
This has caused us no end of grief. We periodically have clients tell us that they did not get the email reminder for their appointment. We would go into the appointment and sure enough, the switch is OFF. We check a bunch of past and future appointments and sure enough, some are off.
We call support get with much effort we discover together that the last settings are remembered the next time. I believe, if you reinstall your browser or clear the cache, those settings are lost.
Today, one of the receptionists checked an upcoming appointment and tells me that…
3 votes
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