Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

How would you like us to improve your product?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Add a default filter criteria option to Quick Search

    Many of the results returned in a large database covering different geographic regions or department or business unit, are irrelevant to the user pewrforming the search. To assist with this, have a tick option to the right called "Default Filter" where you can set an Advanced Search style set of criteria that are always applied in addition to the current Quick Search being executed. For example:

    Category = Customer
    AND
    Account Manager = [Current User]
    etc.

    As a tick option a "global" search could quick by toggled on and off, but at least most users could get most relevant results…

    6 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    • Ability to select Total Revenue as a Manadatory Field

      Currently Total Revenue is not available to select as a Mandatory Field. Can this be added please?

      3 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
      • Mailing label position

        I would like to be able to indicate the label position for each time I print labels. Otherwise whether I am doing 1 or 25 labels I would have to start a new page of labels for each one. That would indicate a lot of waste for expensive labels

        1 vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
        • Schedule Database Indexing

          Maximizer support told me that I should be re-indexing the database every 1-2 weeks to increase product performance.

          If this is something that should be done on a routine, it should be part of the product and not something that customers are responsible for setting up.

          3 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
          • Coloring rules on appointments are visible in the Hotlist but not in the Calendar

            When you create a coloring rule on appointments (e.g. Product A is red), it is visible in the Hotlist. But when I view the same appointment in the Calendar, the color has not been applied.

            3 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • Search by Area Code

              In Maximizer CRM Windows Access, we were able to search by Area Code. This is not possible in Web Access.

              In Windows Access, searching for 514* would return all phone numbers that had 514 at the beginning. In Web Access, searching for 514* returns not only 514-***-xxxx, but also numbers like xx5-14x-xxxx.

              Users frequently need to search by Area Code. Please implement this in the next version of Maximizer CRM!

              Thanks very much!

              6 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
              • Email templates provided with subscribe and unsubscribe by Maximizer

                I would like a tutorial on how to customize the templates provided by Maximizer called Basic, Side Bar and Two Columns already equipped with the links to unsubscribe and subscribe. A how to showing where company logos and images are imported etc

                1 vote
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                • "time a task"

                  Add to the 'Time a Task' feature a window where the user can make notes about what was, for example, done during the time consumed by this task timer. Also, in the resulting notes record of the task, add a record of the task duration and the subject line (similar to that done when a phone call is recorded to the notes record). Thx

                  6 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • Partner Key Fields

                    I think it is really essential that the following fields can be included when setting up a Key Fields View for Partner Opportunities:
                    - Confidence rating
                    - Product / Services
                    - Categories

                    or am I missing something by any chance?
                    Many thanks & regards

                    3 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                    • Text message integration

                      An app that allows me to choose whether to post a text message to the notes of a maximizer user.

                      1 vote
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                      • Re: Marketing Campaigns

                        Give the option to directly subscribe a contact to a Campaign from their profile/address book entry.

                        1 vote
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
                        • Integrated Scheduling Platform such as scheduleonce.com

                          Integrated Scheduling Platform such as scheduleonce.com

                          1 vote
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                          • mass delete of notes after a search would be a great improvement

                            mass delete of notes after a search would be a great improvement

                            1 vote
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                            • notes

                              Suggest making the notes rows adjustable in height, so multiple lines of the notes can be displayed instead of just one row. So users can display as much of each note as they want to see as they scroll through notes.

                              1 vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                              • Word add-in: Option for convert to PDF and save to Maximizer

                                An option in the Word add-in under the Save to Maximizer button to "Convert to PDF and save to Maximizer". Similar but slightly different to the other excellent PDF requests on here.

                                3 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                • Create missing table items - import option

                                  May we have an option in the File Import (XLS etc) that table items that are in the import data but missing from the setup are created in the setup automatically by the import. In Maximizer CRM 2018 the import fails if table items that are in the import data are missing from the setup.

                                  3 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    under review  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Apply Process Changes to Existing Opportunities

                                    If a user edits an existing process in any way then Maximizer should ask the user if they want that adjustment to be applied to all existing opportunities that use that process. To allow for consistency after process editing.

                                    3 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add/Change Decimal places in Numeric Fields

                                      Once a Field is created you do not have an option to add or change decimal places for the field. Why not

                                      6 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Printing labels or envelopes off CRM Live 2018

                                        The current process of printing an envelope or label is long and tedious, unlike the crm 2017 editor based printing which was much quicker. In our business -travel medical insurance sales- we still develop a lot of paper documents to be mailed out along with our annual wall calendars.
                                        Surely there is a quicker way of getting an envelope or label printed. since I'm not the IT guy, that's your forte.

                                        1 vote
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Option to add additional system generated field "Company Name" directly below existing "Company Name"

                                          Option to add additional system generated field "Company Name" directly below existing "Company Name" rather than in the separated user defined field area.

                                          3 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 89 90
                                          • Don't see your idea?

                                          Feedback and Knowledge Base