Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
38 results found
-
Spell check in notes data entry hint its 2024
Spell check
1 vote -
Audit the deletion of appointments and tasks
When Outlook Integration is used, there are instances where Maximizer appointments are discovered missing, both from Outlook and Maximizer calendars. There is currently no method of detecting when an appointment was deleted or who/what caused the deletion. Since the Audit Log tracks deletions, request from the customer states that Auditing should track deletion of appointments as well. The new Maximizer Connect may mitigate "unknown" appointment deletions but tracking them is still requested.
3 votes -
Including the phone number in the consolidated timeline report.
The consolidated timeline report does not have a column with phone numbers, the previous version did. If one forgets to add a phone number when building a new prospect, this venue would be a great source, Also, when auditing performance, having the phone number accessible would eliminate having to find the prospect in another window.
1 vote -
1 vote
-
Option to make Product/Services field single select
We have a client who would like the ability to make the product/services field single select to prevent users selecting more than one product on an opportunity or customer service case.
3 votes -
Right client on converted lead, to view entry in address book or opportunity module from Leads Module
When viewing converted leads, a quick way to find them in address book or opportunity module would be to have the ability to right click and view in either module. Example below is a right click from the opportunity module into the address book.
9 votes -
Liv Pure Weight Loss Tablets
Sigh? Posolutely, it's fouled up although that column dealt with Fat Burner. You have to do this manually. Last of all, I have noticed over the last year a Weight Loss Gummies that performs an affectation for a Weight Loss Gummies. This should answer your questions on why you want Fat Burner if this stuck to small baby steps. Fat Burner is not treated fairly. Of course, you will get what you paid for. There are many arrangements to skin a cat.
1 vote -
Globel edit Managed/Won accounts from in progress
When we have blocks of busness transferred to our firm all the accounts come in as in progress, we used to have the ability to global edit those and change to Managed accounts or Won - that option has been taken away. I would like that to be brought back. This also happened when we transferred from Act database to Maximizer i am sill going through my accounts that state in progress to individually change them to Managed. It is a lot of work.
1 vote -
Import interactions
We would like the ability to import interactions and notes, and specify categories, date, time, owner and text. The current note import supports just the text field.
7 votes -
Webforms should have option to bring entries in as Leads
Instead of only being able to add new address book records, the webforms should be updated to have the option to create Leads.
11 votes -
Allow more than 5000 characters in notes
The character limit of 5,000 when entering a note for a client is far too low!! I'm constantly running up against this limit and having to make other arrangement (e.g. save separate document in files, split the note into two separate notes.
This is very frustrating as it makes following a set of notes much more complicated. This problem can be alleviated by increasing the limit to 20,000 characters or more or no limit at all!
1 vote -
Partner portal dashboard
Partner portal dashboard :
Please enable the basic dashboard for Partners which is required.This will help them to forecast and work on the pipelines.
1 vote -
In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners
In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners
1 vote -
Multiple partner email addresses
I suggest a warning be issued when using an email for an address book entry flagged as a partner so that it doesn't accidently link data together that probably shouldn't be.
6 votes -
Excel import restriction by module
I need to give access to certain users to excel export their opportunity or service case, but want to restrict address book download. I need to have a track on user level data export to excel.
1 vote -
VOIP Ring Central. so you can call from in max and record. had it before now gone
So you can call from in max "Make a call" and record results. Had it before now gone. all the key features are there. Just can not call from in max. Used to have screen pop up with caller. Gone to eh!
1 vote -
Increase the granularity of Security Setup
Today, we discovered that the ability to opt-in email types is tied to the "Modify System Tables" privilege. This privilege also give the user a number of other rights such as the ability to delete contacts - which we don't want to do. At the moment, I would be happy to have this one piece changed but ultimately, I think it would make sense to have a look at security as a whole in terms of what improvements could be made. For starters, more granularity in general, possibly add field level security and the ability to make changes to more…
1 vote -
Improved readability of dates
I run a camping booking system on Maximizer. It would be great to be able after keying in the booking days to search and/or read off arrival days for my customers by the day (text) and not by a numeric.
eg. Arrive: Monday, 26 October 2020, instead of 26October2020. Small issue I know but for me it would be very helpful better able to visualize. :) Tks Ben Barton Mt Barney Wilderness Camping www.mtbarney.com.au1 vote -
Partner Portal Performance
Partner Portal performance is very slow. Slow to load and slow to login. Performance needs to be addressed
3 votes -
Default entry management in web access
In the new web access default entry management under settings there are two problems:
There is no way to access a users default note or default document for any module. This is also removed from win access on on-premise admin.
In MaxLive we are not able to global edit default entries, which works on on-premise.
6 votes
- Don't see your idea?