Feature Suggestions for Maximizer CRM

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  1. Link Client Service Cases to 'how-to' Knowledge Base articles

    We have many different processes for the firm. When we create a new case, we always tag it with a specific "Products / Services" selection. We want that to automatically link to Knowledge Base articles connected to the same "Products / Services" (or "Categories")

    Then, the "view in knowledge base" button on a case can link to the how-to article that is appropriate for it.

    Thanks

    3 votes
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      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    • 3 votes
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        0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
      • View Opportunity status in the Addressbook View

        When in the Address Book View need to Be able to view who has current Opportunities (need to be able to add the udf of opportunity status in the address book view)

        6 votes
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          0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
        • MS Word Add-in - retain document category

          Opening Word documents from Maximizer and then saving those documents back in to Maximizer using the Microsoft Word add in doesn’t carry over the Category field from the document that was originally opened.

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • UDF for Leads records in the new Leads Module

            The new Leads Management Module is a big step forward ! Maximizer becomes modern and intuitive for users !
            To have more flexibility, we should be able to create UDF on Leads and map these fields to UDF on Contacts/Companies/Opportunities.

            34 votes
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              2 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
            • Zapier integration with the Leads module

              Zapier integration with the new leads module is currently not available, would be great to add this endpoint for the leads module for integrations moving forward.

              44 votes
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                1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
              • Adjust the limit of 20 entries to show on the on the open street map option in Maximizer

                It would be very usefull for our customers to have the limit of 20 entries to show on the on the open street map option in Maximizer raised to 100+ entries.

                9 votes
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                  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                • New UDF Type(s)

                  Being able to allocate multiple staff (Max Users) to an Opp or a Case, when using Account Manager is of course only limited to a single person, would be a great improvement, eg putting together a project team.
                  This would also need to flow ideally to being able to send emails to all Team members.
                  Setting up the Teams in Administrator isn't an ideal solution as they can be very dynamic.
                  Also the ability to schedule Tasks & Appointments against a whole team rather than an individual as it currently is would make sense.
                  Another type of UDF that would…

                  6 votes
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                  • Custom Tab to allow inclusion of Opportunities and/or Customer Service Cases

                    Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab

                    12 votes
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                      0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                    • Note report format

                      When printing a note report directly from the notes tab, the output groups notes by contact. If a customer wishes to see a continuous timeline, this report is out of order. We see the notes for contact1 then for contact2 then for the company or household, but the most recent or oldest note can be in any one of these three buckets. This makes the report output much less useful for users trying to figure out what has happened recently. We need a format option to NOT group by contact/company/household.

                      15 votes
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                      • When sending an email to a list, a feature that detects when multiple recipients have the same email address, and option to save preferences

                        When sending an email to a list, particularly with Households, sometimes by request, multiple recipients will share an email address, so then they get 5 of the same email. It would be great to be able to detect when multiple records in a list have the same email address, then option and catalog those preferences.

                        This would allow households to receive the email only once.

                        8 votes
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                          0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                        • Combine Entries: add privilege, simplify and speed up

                          Make Combine Entries a privilege in Access Rights and simplify and speed up by doing a direct move of data, abandoning the existing copy and delete scheme. At the moment Combine Entries has a copy and delete scheme - copy the data then delete the original. but this complicates the process unnecessarily, and under-the-bonnet a direct move of data (i.e. change the Client_Id / Contact_Number, etc.) should be a lot simpler and faster. What's the point of copying? To provide a safety net? We already have one! If the Combine Entries was a wrong action then duplicate the combined entry…

                          9 votes
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                            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                          • Transfer Hotlist Activity to Call Subject - MIA in Web Access

                            In Windows Access, the Hotlist Activity field was transferred to the Call Subject. In Web Access, this does not occur.

                            Please add this feature to Web Access, it would save tens of thousands of clicks every month: open Hotlist, copy activity, paste into subject field, etc.

                            Thanks very much,

                            John

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

                              So being able to actual run reports and advanced searches from the calendar!

                              So you can actually run a date and time report of meetings and all the fields within a meeting

                              we have to create udfs and so many work arounds to make this work when having a calendar advanced search and being to build dashboards from those fields would be amazing!

                              6 votes
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                                0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                              • Multiple colouring rules! using more than one field at the same time!

                                using more than one field at the same time!

                                6 votes
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                                • If possible to add the option to add action plans to new Leads Module

                                  Leads Module is great but I notice there is no option to add an action plan only a task or appointment. would be nice if we had that ability to do that.

                                  7 votes
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                                    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Leads Export to excel does not include email addresses

                                    In the new Leads section, when exporting the information to excel, it does not include the email address. Only the phone number. Can this be added?

                                    9 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Integration with Dropbox/Possibly allowing folder uploads to documents

                                      I noticed that there is no way to upload a folder into 'Add a Document'. When I am looking through hundreds of files under a contact/individual's address book entry, I would enjoy having everything organized into folders, making it easier to find.
                                      Is it possible to add that feature? Or perhaps integrating Dropbox so that a third party could take the brunt end of the storage space.
                                      Let me know if this makes sense, or if there is a way to upload folders and I have missed it...Thank you

                                      10 votes
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                                        1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Save email to Opportunity in the Maximizer Outlook App

                                        Currently, you can only save an email to an Opportunity in the desktop version of Outlook using the Maximizer tab.

                                        It's not possible to do this using the Outlook integration in the App Directory - please can we have this functionality as non-Windows Office 365 users rely on the App to integrate emails with Maximizer.

                                        21 votes
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                                          1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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 →
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