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Feature Suggestions for Maximizer CRM

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73 results found

  1. Create ability to move a task and/or interaction from one contact to a different one

    Would like to be able to associate a hotlist task with a different contact - change it from one contact or company to another without having to recreate it.

    4 votes
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  2. warning message deleting leads process

    When deleting a process for leads/opportunities/accounts, display a warning message that it will orphan opps/accts/leads that currently use that process. Ideally, prevent the deletion of a process unless if it's used. Prevent the deletion of the Default Process

    1 vote
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  3. System Logging Notes to follow security group of logged-in user

    Currently, when a user creates or updates an appointment, task, opportunity, etc., the logging note created defaults to Public for Full Access. Customers want it changed to follow the Default Entry settings of the user. If the user doesn't specify Full Access for a security group, then default it to Public.

    3 votes
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  4. Add Favorite List dialog to default to Default Entry of user

    This dialog defaults to logged-in user despite security setup and default entries. Make this dialog follow logged-in users' default entries.

    3 votes
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  5. Retain format of phone notes when opened in Notes section

    Phone notes appear unformatted when view as a regular Note in the Notes tab. Make the phone note formatting consistent whether viewed in Notes or Interactions

    1 vote
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  6. Completing an appointment - initiate notes creation

    Currently, when a calendar appointment is marked as completed, a prompt comes up to create a new appointment/task. In the past, according to one of my colleagues, one of the prompt options was to be taken to the notes section of the household/client, listed as an Attendee of the appointment, to add meeting notes upon completion of an appointment, This greatly facilitated the documentation of meeting discussion points. Having this option brought back would greatly reduce the number of meetings being completed without notes being added to the account.

    6 votes
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  7. MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.

    MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.

    The system doesn’t currently allow email to be a Selection "type" for New Interactions, even though it has been added to our list in Settings.

    1 vote
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  8. Please make alternate addresses searchable. Otherwise this function isn't helpful for mailing.

    Please make alternate addresses searchable. Otherwise this function isn't helpful for mailing.

    3 votes
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  9. Leads - mandatory option for basic fields

    It is possible to set Mandatory fields in other modules for basic fields, but the option is not available for the Leads module.

    A customer provided an example of the fact they have 2 teams handling leads - 'Team A' creating Leads and then 'Team B' processing the Leads further.

    It would be beneficial for the customer to have the option to make some basic fields in the module mandatory.

    3 votes
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  10. Default Entry for Saved Search and Column Setup

    Right now, setting up a Default Entry for Saved Searches and Column Setups is not available. Since there is already Default Entry options for Address Book, Opportunities, Customer Service, Notes, Documents, and Interactions, there should be one for Saved Searches and Column Setups

    1 vote
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  11. Reasonable Workflow to Add Photo to Contact

    The one place I never have a photo to add to a maximizer contact is on my computer. Yet the only way to add a photo is via upload from my computer.

    What I actually want to do is copy a photo from a web page, or copy a link to a photo from a web page, and paste into the image control. If i do have the photo on my pc, drag and drop it into the image control.

    4 votes
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  12. Interactions - option to not save emails

    Emails now save to Interactions, rather than Documents. With this change, the option to NOT save emails was removed.

    Could this feature be re-added? If not as a personal preference then as an option to be enabled by an Administrator.

    3 votes
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  13. Opportunity Duplicate Checking.

    Add a "Find Duplicates in List" to the Opportunity window with identical functionality to the option already in the addressbook window.

    1 vote
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  14. Alternate address Phone numbers

    Add a Phone Number field to alternate addresses.
    Often we will have companies with a number of alternate addresses/Offices but no way to store separate phone numbers for different sites

    1 vote
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  15. Automatic incrementing field type

    A field type that when added to a client has the next available number.
    Ideally starts on null like the Yes/No field (unless set as part of a default record), and if selected populates with the next available number.
    Option for number of digits (to pad with 0's eg 00004) and start value.
    Needed for creating user friendly client ID's etc

    3 votes
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  16. 1 vote
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  17. Do the least you can do for contact export to gmail

    Please do the least you can do to support those of us who use gmail to get contacts into gmail.

    Maybe a document on how to do it manually with an export and import with all the steps and how to deal with updates.

    Maybe just a "create vcard from contact" feature which we can send to ourselves with a button click and add to our gmail address book?

    3 votes
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  18. When a company is surpassed a certain time period, does Maximizer have a rule set up where we can automatedly transition that company from o

    For our business model, a company and its contacts are with an account manager for a 2-year period then it gets switched over to an in-house manager. I would like to see a rule where it automates this transition.

    3 votes
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  19. Set preferred email address

    Currently, if a preferred email address is not in the top field, I copy/paste to show this. Can you let us pin the best option the way phone numbers & Addresses can be assigned to use for entry?

    3 votes
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  20. I am complaining about bugs and new features which are terrible and taking away old features which was great

    the new maximizer software rolled out in june 2022 is terrible, there are bugs: search function and changes to features which are terrible (elimination of notes as the center of the contacts data. taking away feature of typing the contacts name in the address field to get me to it without going to search.. )

    you guys are adding new features which is stupid (eg interactions tab), taking away features such as search right on the contact addr which is unbelievably stupid.

    i would FIRE all of technology developers who tried to fix what is not broken in the attempt…

    1 vote
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