Feature Suggestions for Maximizer CRM

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  1. Office 365 SMTP Authenticated Submission

    We use Office 365 and would like to use it for sending e-mails from Maximizer Live.

    This can be done on a global level by overriding the Maximizer email server settings, but the issue is that in Maximizer Live, there is no ability to specify SMTP settings on a per-user basis, so e-mails can only be sent through one Office 365 hosted mailbox for all Maximizer users.

    If there was the ability to specify the email server settings on a per-user basis, we could specify each user's Office 365 hosted mailbox and each user would then have their e-mail sent…

    3 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Global Edit for Sales Opportunities

      In the Windows version, we could update Partners in an Opportunity with Global Edit. It would be helpful to have this feature return.

      4 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 1 vote
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          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
        • Edit Quick Access Icons

          My quick access icons were already set up for me from my administrator. The problem is they are all the same clock icon. It would be amazing if there was an ability to go back and change these up so I could fully utilize quick access at it's best.

          1 vote
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            1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
          • Case Follow-up Deadline

            Case Follow-up Deadline email reminder

            7 votes
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              0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
            • Printing Completed UDF Fields for a contact, company or individual

              In the Maximizer Desktop program, a feature was available to print all completed udfs for an record. All that was required was to open the UDF window and form the right click menu you have the option to print all completed UDF fields for a record (see attached screen shot). This was ideal for government agencies because all government agencies need to keep a paper trail of personal information recorded in an electronic database. In the web version of Maximizer, this print feature is no longer available.

              1 vote
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                0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
              • Go Cardless

                Direct Debit processing

                3 votes
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                  0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                • UDF Report

                  The Reports that were in the Administrator are not available in the Web Access ie Address Book Summary & UDF Report. They should be! And the list of UDF's in the web access Setup UDF's screens should include extra columns to show details such as what level they apply ie Company, Contact, Individual, whether they are Single or multi value tables etc.

                  3 votes
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                    0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                  • Integration with Appointedd booking software

                    Create an integration with Appointedd booking software so that all bookings can be synched to CRM contact details

                    2 votes
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                      0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                    • Partner Portal should retain the last list.

                      Partners are not subject to the training that an employee would be for using the Maximizer software. When Partners are working with their list of clients and they log out and log back in again, their screen is blank. This causes much un-needed panic since the partners think that all of their clients are deleted. (Reported by DMS Marketing)

                      2 votes
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                        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                      • Azure Active Directory

                        It would be fantastic if we could integrate SSO with Azure AD. It allows us to expand SSO without poking holes in our firewall as well allows us to continue putting in applications already used with Azure AD SSO. This is something we use for Adobe products, etc. already.

                        6 votes
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                          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                        • Provide integration with Microsoft Power BI

                          Provide integration with Microsoft Power BI

                          3 votes
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                          • Opportunity Average Age - Dashboards

                            It appears that the Opportunity Age field is not available as a field to perform a function on when creating a Dashboard indicator.
                            Would be ideal to report on the average Opportunity age and group by Opportunity Leader

                            3 votes
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                            • Add a Suburb Line

                              Add a Suburb Line under the Address (Some addresses are too long to fit in the current address lines)
                              eg:
                              Address Line 1
                              Address Line 2
                              Suburb
                              City/Town
                              State/Province
                              Country
                              Zip/Postal Code

                              18 votes
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                                0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                              • A great function to add an option for our clients to be able to book appointments online with us. See https://www.timetrade.com/

                                Send client's email with link to online calendar and they have ability to choose appointment online. Please see www.timetrade.com for example.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add Make Selected List Current option to right click menu

                                  This would be a great little addition to save time for users - tick multiple entries, right click on the address book and have the ability to make the selected list current - many other Edit Menu items are available but this one is missing.

                                  34 votes
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                                    2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Custom tab contact widget

                                    The current contact widget needs to present the data in a more dense fashion. The use of icons and the photo image are not necessary compared to the need to see more contacts in less space.

                                    The current look of the contact tab with a simple view - name, phone1, phone2, phone3, email and position would be better.

                                    3 votes
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                                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Custom tab notes widget

                                      The new custom tab widget for notes would be far more useful if more than one line of notes was visible at once. The current widget has too much white space and is inefficient in presenting multiple entries.

                                      Ideally we would see something along the lines of the notes tab - one line per note withe date/time, text, creator. Then we can see several recent notes or last 5 notes - more than we can now.

                                      The current model only shows one note, which is not enough.

                                      3 votes
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                                        0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                      • customize customer service email in Live similar to ability in on premise

                                        match customization of CS case emails like you can with on premise version

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Possibility to change Partner in opportunity.

                                          Now and then we have opportunities where we need to change Partner. Doing so all relevant information such as documents etc. follow the opportunity which is very usefull.

                                          BR Jesper

                                          4 votes
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                                            1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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