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Feature Suggestions for Maximizer CRM

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525 results found

  1. Related Entries Description in Column setups

    The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).

    15 votes
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  2. Document Details

    The Document window Properties Description field should appear in the Document window Column layout. This would really help with differentiating similar items.

    15 votes
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  3. Add ability to Copy Appointment in the Calendar

    A customer of ours has suggested it would be really useful to be able to copy an appointment in the Calendar, and paste this on a different date, so they don't have to re-enter the details again.

    85 votes
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    1 comment  ·  Calendar  ·  Admin →
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  4. Browser Support

    Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.

    47 votes
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  5. Date UDF issue with "Include in Hotlist" attribute

    Date UDF's that have the "Include in Hotlist" attribute have one major flaw: a Hotlist task is added to all Maximizer users!

    As an example, we have one called "Next Follow-Up Date". Even though I didn't add it to the client records, I received 4 tasks in my Hotlist today!

    Can a future version of Maximizer CRM track who added a date UDF with this attribute to a client record and add the Hotlist task to that user's record only? Or even better, change the attribute to 2 attributes: "Add to all Hotlists" and "Add to user's Hotlist who used…

    49 votes
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  6. Improve Column Setups

    Make it easier to create and modify column setups:
    - Drag & Drop fields to add/remove headings
    - make preview with some sample data appear in the same space

    149 votes
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    Under review  ·  Maximizer Admin responded

    Over recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.

    We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.

  7. Campaign tracking codes - for non-techie users

    Have a button on the HTML editor to add the 'e-mail opened' tracking code within an image tag at the bottom of the page (just before the closing body tag) for those users who have been selected by their bosses to manage campaigns and are not HTML savy.

    I encounter this problem all the time with clients. They are just not able to get it right.

    36 votes
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  8. Category field on Notes dialog.

    Can the Category value in the notes dialog have a mandatory option please

    11 votes
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  9. Allow complex queries for Dashboard indicators and enable users to scale indicators

    Many people want to make a dashboard indicator from multi-select table fields and the way Maximizer uses the fields makes this useless.

    What we should be able to do is derive a bar chart or pie chart from a SQL Query. But currently you can only use a single number result from a query.

    Another common dashboard item request is to show a bar chart of the number of notes made by each user for a period of time. It’s a trivial query to write, but at the moment you have to write one for each user.

    That leads to…

    111 votes
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  10. HTML editor should have CTRL+F find function

    When trying to edit even medium-sized and/or intermediate to complex HTML messages it is ergonomically horrendous on the eyes to try and find that link that must be converted into a campaign mail merge field. Even better would be a way to deal with campaign mail merge fields in the design mode but you know what a simple CTRL+F find function in the code view would suffice. Using a second application to assist with the task doesn't seem a very reasonable option either when a CTRL+F text is such a simple code to implement.

    29 votes
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  11. Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.

    Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done. Outlook has similar behavior when assigning tasks.

    54 votes
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  12. Global Edit Users

    A method to select multiple users, and global edit security rights, group/team membership, properties, user-defined fields, etc.

    26 votes
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    2 comments  ·  Others  ·  Admin →
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  13. Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)

    Currently, users can free-type into any basic fields that have a drop-down list (such as "Position" or Opportunity "Objective") even when they don't have the Access Right "Modify System Tables" which enables them to add items to the drop-down list.

    One of our biggest customers needs to be able to restrict this so that the users can only select from the list, not free-type into these fields.

    We think the best way to do this would be at field level, rather than user level, such as in the Administrator > File > Preferences > Mandatory fields - you could have…

    190 votes
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  14. Allow Replace or Append as default Address Book Search setting.

    Maximizer returns to the default Address Book Search setting (Replace current list) on startup.

    After my first search it retains my choice but returns to the default next time it starts up.
    It should allow me to either select my preferred default (Append) or pick up the preferance from my last use of Maximizer.

    12 votes
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  15. The ability to assign more than one user to a single hotlist task

    The ability to assign more than one user to a single hotlist task

    52 votes
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  16. Support "Friendly" Company Names

    In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" or "IBM" and be taken to the same record.

    97 votes
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  17. 50 votes
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    Under review  ·  1 comment  ·  Others  ·  Admin →
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  18. Separate "automatic" Notes from "manual" Notes.

    The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.

    52 votes
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  19. Ability to access alternate email address if contact has multiple emails

    If a client has more than one email address the only way to use the alternate email is to open the contact window and then cut and paste the alternate email address.

    143 votes
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    6 comments  ·  Email  ·  Admin →
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  20. Combine Notes and Documents.

    I.e. have notes with attachments (allow multiple attachments as well)

    37 votes
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