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!
75 results found
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enter date in a variety of ways in hotlist
Allow the date to be entered with periods vs colon i.e. 2019.03.10
1 voteTry the new task dialog.
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test add of a suggestion
this is a test add as uncategorized
0 votes -
Hotlist Custom Column Setup and Customer Service Cases
Please add the ability to select UDFs from the Customer Service module in the Hotlist column setup.
Thank you
Denise3 votes -
Insurance Tab
I would like to see the insurance tab on the contact page become customizable.
3 votes -
Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer th
Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer there, company out of business. Otherwise you could have sales reps removing viable company information all because they don't want to call. .
4 votesNormal sales reps shouldn't have the right to delete contacts.
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7 votes
My Work Day will be replaced by a dashboard in the future.
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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.
7 votes -
Email Font - Calibri
In the email font preferences 'Calibri' isn't an option to select. It can be selected when writing an email, just not when setting preferences. Please can this be added?
15 votes -
Hide Products/Services items
We now have many old items in our Products/Services drop down for Opportunities and Cases. We would like to be able to hide older items so they don't show.
53 votesWe recommend pre-pending the old products with “zzz_” to indicate that they are no longer available, so that they are at the end of the list, and so that you can still run reports for products that are no longer sold
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mass delete of notes after a search would be a great improvement
mass delete of notes after a search would be a great improvement
4 votesNot clear what is this for, Why would you want to delete notes after a search?
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suggestions link from maximizer
It is great having a Suggestions Link to this site within Maximizer. But each time I have to then Sign In to vote or comment. Is it not possible to have the Suggestions site to recognise me when I hit the link from within my Maximizer?
3 votesNot much we can do. It is a 3rd party site.
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export documents and notes in chronilogical order into one file
Due to Subject Access Requests we often have to print out in hard copy on single sided paper all emails, documents, notes and other files in chronological order including date stamps and headings. It would be very helpful if it were possible to do this as a report to a pdf file or similar.
6 votes -
Access to Imported Records
When someone imports records into Maximizer, after the import all imported records FULL and READ access is set to Public.
Would not it be logical to setup access identical to Default Entry settings?7 votesWhose default entry to follow? If the administrator performs import, the imported entries shouldn't follow the default settings of the admin.
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Set Process when inserting opportunity via SQL
We often use maximizer.data or maximizer.web.data to get the relevant ids and then do the insert or update operations required via sql. However when inserting an opportunity in 2017 via sql, there doesn't seem to be a way to set the process (default or otherwise).
A stored proc or documented way of doing this would be nice.
9 votesMoving forward, this should be done through API.
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When searching for deleted users you can find them but can't do a global edit to remove them.
When creating a contact in Outlook, add in the salutation field (Mr / Mrs) in Outlook so you don't have to go back into the contact in Maximizer and add it in afterwards.
3 votes -
Input specific dates for action plan activities, rather than number of days from start date
For us, each action plans differs for each opportunity and the number of days from start date for each activity varies for each opportunity. Would like to be able to schedule an action plan by inputting specific dates for activities, and not having to calculate number of days from start date.
12 votes -
Recalculate formula fields via SQL
As a developer it is sometimes easier and more efficient to update data directly in SQL instead of using one of the API's like Maximizer.Data and Maximizer.Web.Data
At the moment if there is a formula field that references a field/UDF that I update/insert/delete directly in SQL it does not update in Maximizer.
We could also update the formula values in the SQL manually, but we have to rely on the users to tell us what fields are formula and what the formulas are. Then expect them to remember to tell us when they change them.
A stored procedure that recalculate…
127 votesWe are committed to making Maximizer work for both public cloud (CRM LIve) and private cloud (on premise). The only way to make that work is through API’s. We use the API’s ourselves so will continue to evolve them. Please use the dev.connect forum to ask any questions about the API’s if you need more insights to help do the work that you need to do
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create single user opportunities permission
Teams are a valuable if often abused and misunderstood part of opportunity management. I have often been thankful for the facility of dynamic teams. The biggest problem with teams is not teams, but the inability to stop people creating single user opportunities. While the use of default records can largely overcome this. I think the facility to ban single user opportunities system wide could be a useful security permission.
8 votes -
Feature Request:Ability to expand the viewing screen for the Key Fields to allow User to view entire field name as in Desktop app.
Currently in the desktop application the user has the ability to expand the viewing screen for Key Fields in order to see the entire field name. This option is not available in the WebAccess app.
1 vote -
Recurring appointments with no end date
When I set a recurring appointment I want to be able to set a no end date so that when I synchronize the appointments will sync.If I do not put an end date the first occurrence synchronizes but not the recurrences.
54 votesWe recommend setting an end date several years out. As that appointment date nears its end, it is a good idea to decide whether you still need it or whether something has changed
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