Feature Suggestions for Maximizer CRM

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  1. Prontoforms integration

    Integrating Maximizer as one of Prontoforms Data sources. Would be great if this would be implemented to make form flow and customer management process smoother.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow opportunity notification based on address book fields

    We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.

    3 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Search by full name

    How is it that we can simply type in Christian and Last name when creating an Appointment to search for an Individual or Contact.
    Yet we can't do the same in the Addressbook search box?
    The fastest way by far of locating a contact or individual is to type Christian and Last name which will always have the least duplicates.
    Can the Addressbook search box get the Appointment functionality?

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. Mass Emails

    during our busy time of the year.. we tend to have up to 700 clients per month to contact. as of right now.. there is a character limit for the To: , BCC, or CC . would be nice to have this unlimited which will allow us to send as many client an email at a time.

    12 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Hotlist keyword search

    Hotlist search by keyword in all fields

    12 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Reminder Templetes

    Should have more features to customize the reminder emails sent to clients. option to add and remove difference options to better customize our templates

    10 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. customize the templete to go along with the icon in the appt.

    A way they we can customize the calendar templates to go along with the icon we assign to the appointment

    9 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Notes in Customer Service Cases should indicate the CS Case they are related to

    Notes printed from Customer Service cases should include the CS Case number field in the printout. Currently when printed, the CS notes and contact notes look the same. In the event you pass the printed note to an admin they may not realize that that the note relates to a CS Case. This results in wasted time.

    1 vote
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  9. Trigger alert based on Do Not Solicit - Email

    The new Alerts are useful - but the list of things you can trigger an alert on is missing the Do Not Solicit by field.

    This would let you show an alert every time someone unsubscribes

    12 votes
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    1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. Remove BCC recipients from emails attached to Maximizer.

    In older versions when you attached an email to Maximizer, the BCC recipients were not included in the email attachment display. For reasons of confidentiality, that is why BCC is used. Please let us choose to shut that OFF.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. "Allow Public Entries" Expansion

    In most cases, the "allow public entries" is really limited to whether the user can create public Address Book entries or not. However, I think the concept is more granular than that.

    I want users to be able to create public Address Book Entries, Notes, and Documents - but for the vast majority of users, I do not want them creating public Column Setups / Search Catalogs / Email Templates / etc. Often times, users will create these items without realizing what the implications are and it leads to clutter across the program. Certain users (department heads, admins, power users,…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  12. Clean up user objects without deleting the User ID

    When a user stops working for a company, most people will delete that user ID from the database. However, by doing so, the user is no longer available and stops showing up in various search functions (Case Owner, Opportunity Team Leader, etc.). For historical reference purposes, it would be good to keep the User ID around. However, doing this results in the various Column Setup / Favorite List / Coloring Rules / Search Catalog / Dashboard / Email Template / Action Plan screens becoming cluttered with data of users that no longer work for the company.

    There needs to be…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please allow UDF to carry over with entry of a company address. Too much work to do separately.

    Please allow UDF to carry over with entry of a company address. Too much work to do separately

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. opportunity column view shows company phone not contact phone number

    Column View only shows Company Phone numbers, not Contacts numbers. When selecting a opportunity you cannot view the contacts phone/cell number in the Main Opportunity window as it only pulls up the company numbers.

    12 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Auto-update document categories

    When I select and send a specif email template, I would like the Document Category to auto-update based on the email template that I've sent.

    For example:
    If i choose any of my appointment email templates ('Appointment in person', 'Appointment over the phone' etc), I want the document category to have automatically updated to Appointments.

    There would be a relationship between the email template and the Document Category

    Staff often forget to update the Document Category, therefore, having it populate automatically, would improve data quality.

    This would also be ideal when sending mass emails too.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Search leads option when saving email

    Add a "Search leads" option when using the Outlook add-in "Save to Lead" function, for saving an email to an existing lead where the email addresses do not match. Similar to when saving to contacts, opportunities and cases.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  18. Coloring Rules Dialog

    The Coloring Rules setup dialog needs to be similar in functionality to the Column Setup / Search Catalog dialog screens. It needs the "Show All" / "Show Mine" toggle and the Full Access / Read Access values need to be visible in the grid. It's impossible to quickly determine details about a Coloring Rule setup without drilling down into each rule separately.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  19. Change Time Zone in Calendar When Scheduling Meetings.

    The client has offices across the country. There are times when a Toronto staffer is planning to visit the Vancouver office, and wants to create a meeting request within Maximizer that is set for Pacific time for all the invitees he wants to add out there. Currently, if the meeting is made within Maximizer, he can’t set the time in Pacific time.

    Outlook handles this by allowing for the selection of the time zone for each individual meeting.

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Formula UDF - using a field with the same name as a system field

    If you have a UDF with the same name as a system field, then try to use it in a Formula field, the UDF won't be used if it is in the root folder - it will always use the system field.

    I suggest either of 2 possible changes:

    Firstly, change the way fields are referenced in formulas to use a unique identifier. That way the correct field always gets used.

    Or secondly, adding a duplicate check when creating UDFs to at least make the user aware that creating a matching field can cause issues.

    6 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
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