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!
525 results found
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Account Lockout
Client has requested such a feature. This is important as we move further into the Enterprise and SaaS space, having Maximizer SQL accounts lockout (or deny access at the application level) when more than a configurable amount of failed attempts to login is encountered. Once locked out the user can have a reset link sent to their email address stored against the Maximizer user.
15 votes -
Security Settings
Our Wishes to break down the "Address Book" Security setup since if you allow a user to delete or insert an address book entry it applies to all "Address Book" type entries ie. Companies , contacts and individuals. The customer would like the security settings to be setup independently for Companies, Contacts and Individual. We will appreciate it if you can consider this feature enhancement since it is not our first requestl
12 votes -
Merging contacts
Being able to merge contacts within a company to get rid of duplicates after merging companies
16 votes -
Allow preview of merge fields in emails / email templates
Would be great if you could preview the merge fields, like you can do with the letter merge fields, when using Emails and Email templates.
118 votes -
WebAccess Emails and Outlook 'Sent Items'
One limitation of sending emails via the Maximizer Web Access is that it doesn't create an entry in Outlooks sent items.
Would it be possible to add an optional feature where the server creates a sent item in the users 'sent items' folder?67 votes -
Maximizer - Word integration needs improvement - If adding an additional name to a merge field, it prints on all subsequent letters
Either fix the merge fields so you can choose First Name, Last Name or allow additions at the preview phase that don't get printed on the next letter.
18 votes -
Web Following Grid Sort by Header
When clicking on a column header to sort alphabetically as per other tabs.
15 votes -
Excel Add-In
Provide an add-in for Excel, similar to the Word add-in which is supplied with Maximizer. This would allow the use of Excel for quotes or other documents which would have addresses or other information linked to the Maximizer database.
64 votes -
Web Following Grid Framework Export to Excel
An export to excel option like there is on the opportunities tab
10 votes -
Ability to insert files into multiple contacts via global edit
While I am aware of how to perform a global edit for notes, there is no way of inserting a file. I know how to do it to one contact at a time, but it would be ideal if there was a way to select multiple users and add the same document to all in order to keep the item on file for each contact for historical contact record keeping purposes.
15 votes -
Google Contact Integration
Synchronize Contact list with Maximizer
37 votes -
An integration module for 3CX (Unified Communications)
The 3CX CRM Integration module is a Windows application that allows you to integrate 3CX Phone System with different CRM systems. The module provides out of the box integration with Salesforce, Microsoft Dynamics CRM, Sage ACT!, SugarCRM and Google Contacts. The integration with other CRM systems can be easily achieved by creating custom plugins. This functionality increases user productivity, enhances reporting for management and improves customer service levels.
Please add maximize to this list16 votes -
Email notification linked to the record
When we receive an email notification (task or appointment), we should be able to access the contact's record directly from that notification.
16 votes -
Skip blank fields in Word integration
When using the v12 Word integration, we would like the ability to not print and trim out blank fields and not print blank rows. Examples of problem fields for this type of integration would be Middle Name and Address Line 2. If some records have a Middle Name and/or an Address Line 2, presently I can't use Word merge fields effectively because some records have extra spaces and extra lines. If the merge fields had an option to 'Not print if field is Blank' this issue would be resolved. Presently the NameandAddress object does skip blank lines but…
34 votes -
Send to SMS
Create the ability to send to SMS straight from Maximizer. This way one could opt in to receive information straight to their phone.
13 votes -
36 votes
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Attach multiple contacts to a custoemr service case
Sometimes you need to attach multiple contacts to a case. This is particularly important if the case is created from an incomming email where muliple people are CCd. At present this would create multiple cases.
33 votes -
Include attachments with email templates
The email templatges are great and save a lot of time. A nice improvement would be the ability to store a template with mutiple attachments. This way if my template is a meeting confirmation then the attachment could be a map of the venue.
This is important for Financial Services clients who cannot rely on their clients to follow links to files and must be able to show the content of correspondence.
67 votes -
Intelligent Links in Address Book and Opportunity Views
Change the functionality of Links within the Views to be specific to the list itself.
For instance when viewing Opportunities if you click on the Company/Individual link, it takes you to the Opportunity view rather than the view of that company or individual. While you can do this via a right click/select, it would be easier and intuitive to directly link to that entity.
Other smart links could be created:
- email address - opens default email client
- phone number - automatically opens a, make call, note
- other fields - would open the Opportunity/Address Book and make that…13 votes -
Allow drag and drop when repositioning Items in a table list
Allow drag and drop when repositioning Items in a table list
14 votes
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