Feature Suggestions for Maximizer CRM

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  1. 3 votes
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      0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
    • ability to see backlogged appointments in the My Workspace

      actually see outstanding appointments, this function is available for tasks only, if this function were on CRM, we could check that appointments are being done, completed and that we can check employee activity not just based on tasks. Activity measurement is important, so ensuring that a sales person completes their activities means all activities

      1 vote
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        0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
      • Easily add fields to new searches

        When viewing fields in the details tab, I would like to be able to add them to searches by clicking on them and choosing to do so from a context menu.

        1 vote
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          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
        • Stop button for searches

          Since Maximizer performs searches I don't want, all by itself, when entering Opportunity or Address Book views, I would like a stop button, to save me waiting for it to complete.

          1 vote
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            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
          • Subject line Warning

            Is it possible to get a warning when the Subject Line in an email is empty ? Currently you can send an email with a blank subject line from Maximizer but would be great if we can get a warning in case we forget to add a subject or continue without a subject line.

            3 votes
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              0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
            • 4 votes
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                0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
              • Alarms

                I would like to see alarms pop up on your screen like they did in the old version with snooze options. I am not always sitting here to hear an alarm and usually have multiple screen open.

                3 votes
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                  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                • Create an OCR/Card Scanning feature built into Maximizer Mobile Access/App

                  Create an OCR/Card Scanning feature built into the Mobile App,
                  so that sales teams going to events/exhibitions/meetings can easily and quickly upload leads into Maximizer, taking away the faff of importing which can slow things down or doesn't get done.

                  3 votes
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                    1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                  • Format phone numbers on import

                    When using the new importer (which is awesome), it would be fantastic if there was an option to format all phone numbers as they came in (the same way phone numbers are formatted when editing using the UI). This would go a long way to keeping all phone numbers consistent.

                    6 votes
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                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                    • 4 votes
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                        0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                      • Saving an email to an Opp in Outlook is hard to choose between Opps from one company.

                        In Outlook integration when saving an email to an opp: Changing the column setup will only make it easier to find the company/contact from the opportunity. But on the next fase it is hard to choose an opportunity when the Objective is always e.g. Upsell. It is hard to make the opportunities within a company differ from each other. Please make this customizable or add description to the screen.

                        19 votes
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                          2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                        • Save emails to record even when the record has no email address

                          Scenario:
                          1. Create new individual with no email
                          2. Click 'Write an email' from actions menu
                          3. [Warning pops up saying no email address has been set up and the record has been skipped]
                          4. Type in an email address, subject, and body
                          5. Send
                          6. Email is sent, but *not saved to record under notes or documents*

                          I (and the client) expected the email still be saved to the record given it is sent. In addition, when the record DOES have an email, if when you click 'Write an email' and then change the destination email address, the email…

                          6 votes
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                            0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                          • Ability to enter a to-do across all clients or all clients within a certain category;

                            Some tasks are universal to all clients of a certain type (i.e. reporting, rebalancing); it would be great to be able to enter an activity once and apply it across all clients of a certain category.

                            4 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Make the new Quotes feature available from Mobile Access

                              Most smartphones can now have Excel on them so is it feasible please to be able to utilise the new Quotes feature in Maxmobileaccess?

                              3 votes
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                                0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                              • Custom note filter for existing list

                                We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.

                                243 votes
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                                  28 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                • Link Maximizer appointment to current contact in addressbook

                                  In earlier versions of Maximizer, there was button that allowed the user to link a new appointment to the current addressbook entry. This option in not in the recent versions (2018+)

                                  4 votes
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                                    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Reply to mobile email

                                    Currently you can only view saved emails in the mobile client. I suggest adding the ability to reply or forward emails as well.

                                    3 votes
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                                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Additional "Date Last contacted" type fields.

                                      We have had a few requests to have better "Date Last Contacted" information
                                      Ideally can we get a set of automatically updated date fields for "Last Emailed", "last appointment", "last phoned" etc as well as the umbrella "Last Contacted" field.

                                      6 votes
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                                        1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Global Edit to Update Campaign on Opportunities

                                        When you are working with Global Edit feature in Opportunities you cannot set the Campaign value, the old version (legacy) has this feature.

                                        1 vote
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                                          0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Show count when doing a global edit

                                          An easy win for ya! =D

                                          When doing a global edit, a warning showing "You are about to edit X records" would save support headaches and make for nice UX.

                                          I've had clients not select any records, or only a subset, and wonder why the global edit didn't work.

                                          Thanks!

                                          5 votes
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                                            1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
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