Feature Suggestions for Maximizer CRM

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  1. transfer files between contacts

    sometimes erroneously add file to the wrong contact - would like to be able to simply move vs delete and repost

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integrations with WhatsApp and instagram

    You can add a widget window that allows to add chats with whatsapp and instagram

    2 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  3. Increase Options for Sending Custome Service Case Notification Emails

    I would like to see three options added to the notification email sending process.
    1. Allow custom STATUS categories the option of sending a notification email, in addition to the current defaults of assign, resolved and escalate.
    2. Any time a customer service case is saved, send notification emails.
    3. If a customer service case is untouched for xx days, send a notification email with an additional header along the lines of, "As a reminder this case is currently in queue."

    3 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  4. Send appointments automatically

    Have Maximizer send email/sms appointments automatcially based on date/time

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow pdfs & Word docs to appear in Company Announcements on My Work Day section

    Currently you can only upload text or html files to the Company Announcements section for them to appear in My Work Day. Even with html files, images do not appear on that page. This should be fixed as well as allowing pdfs and Word docs to be uploaded and appear visible to all users on the My Work Day page

    17 votes
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  6. Ability to make Actual Revenue field in the Opportunities module mandatory

    Ability to make Actual Revenue field in the Opportunities module mandatory

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. You need LinkIn Links back!

    You need to bring LinkIn back!

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. External auditing

    Create a better, more concise mechanism for saving, exporting, or sharing documents including embedded emails with external auditors. Currently you can create a note report for notes but you have to select and email documents to yourself to save or share with an external auditor. Email type documents cannot be shared in this fashion but if logging is enabled then the info should be captured in notes.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  9. Action plans

    Currently in a task you can add more then 2000 characters I am hoping that it can also be added to action plans as you can only add 255 characters in a task in action plans

    3 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. 6 votes
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  11. Email logging details

    Currently, by default, emails sent from a Maximizer service case or opportunity are automatically saved to the respective case or opportunity as well as the contacts documents linked to the record. This is doubling the amount of data stored in the database. There is an option in the email Logging Details...to modify this but only for that specific email. By default, the next email sent from the record will revert back to the default logging to the contacts documents. I suggest that the logging selection remain as selected for the type of record until it is changed. This would function…

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Encryption of Email or Attachments

    There should be integration with application to encrypt emails or attachments. In this day and age, there is expectation that the emails are encrypted.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. integration with Qqube

    Operates as a data warehouse tool that integrates with Quickbooks and others as well as crossfunctions with MS BI and other analytic tools

    6 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  14. Leads Module - View only active leads remove archived leads from view

    It would be helpful to have the option to view only active leads and remove archived leads from view

    1 vote
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  15. Copy campaign activity

    Create the ability to copy a campaign activity within an existing campaign. This would provide a quick way to create follow up emails without having to recreate them from scratch or creating complete campaign templates with all of the appropriate activity ahead of time.

    3 votes
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    0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automated campaigns

    The current automated campaigns interface could be improved if looked at from a beginner user's view point.

    Indeed at initial use, the beginner user has the real fear of sending the wrong email to the wrong customers, at the wrong time.

    All of this crucial information is currently only available after several click throughs. requiring an almost advanced knowledge of how to use campaigns.

    A little code could produce a Campaign control panel which would sumarize the essential elements. as above.

    If it was made to stand out and look appealing,it would encourage more users to give automated campaigns a…

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Hotlists

    When using hotlists, there should be an easy option, to connect the hotlist task directly to the customer file. Instead of have to navigate 3 pages currently, before getting back to the customer file

    1 vote
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Adding fields to documents tab

    Being able to add any Maximizer field to a tab would be a great added feature.
    IE: Being able to add FROM and TO email addresses to the FILES The files or documents tab would make it much easier to find an email if we could see who the emails are FROM or who the emails are TO.

    Example: The same Subject line in an email can appear in Maximizer many times, but some of the emails are TO and FROM Maximizer USERS and others are TO and FROM Maximizer USERS and Maximizer CONTACTS. It would be nice to be…

    12 votes
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    2 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow the Solution Information field to be selectable in the Column Setup under Basic Fields for Customer Service

    Allow the Solution Information field to be selectable in the Column Setup under Basic Fields for Customer Service

    3 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  20. Global Edit - Security needs to allow an "Add" not only Replace or Public. We often add Users to security, it existed in 2015 version?

    The Global Edit options needs to have the ability to add users to Security, not just replace or Public.
    We often add users and it existed in the 2015 version so why not with 2019 version?

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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