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!
808 results found
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Add notes to multiple contacts or companies at once
I would like to be able to add notes to multiple contacts/companies/individuals at once. We occasionally have multiple customers attend the same meeting. It would be great to highlight all of those customers, and add a manual note and be able to input the information from the meeting.
12 votes -
Column Setup for Documents, Notes and so on
Please add the possibility to also setup columns for all windows including Notes, Documents and so on. The standard column setup is sometimes not detailed enough.
44 votes -
Created Date and Modified Dates to be available for Key Field selections
We would like to be able to add Created Date and Modified Date to the Key Fields for Accounts and Opportunities and these are only available to use in the column searches
8 votes -
Can you please add the ability search any opp/addr Notes
We use the notes extensively and an ability to search them would alleviate having to use the Description text field for Notes.
11 votes -
contact / company input, capitalize the first letter of words as in the previous versions
data entry companies / individuals, capitalize the first letter of words as in the previous versions. It is absent in ver 12 for the most part
10 votes -
Calendar Appointment in HTML
Calendar Appointment in HTML - I would like to see the ability to add bullet points into calendar appointments so the agenda of the appointment can be easily read when emailed.
10 votes -
Add an Asset Management Module
Understanding what clients have purchased and their respective warranty, service, and option history is essential for account management. We current use the "customer service" module for this purpose, however, it would be best if "ASSET MANAGEMENT" was a discrete module.
Assets could have UDFs that are application specific. They could be created from the products that are included in an opportunity. Once an opportunity status changes to WON, the information could be transitioned to a COMPANY asset.
This would add a life-cycle component that is very valuable, differentiates from other CRM, and saves time, and provides extremely useful information.
16 votes -
Cascading company web address to all contacts of that company by default
Currently when you add a new contact to an existing company in Maximizer, the company address cascades through to the contact by default. However the web site address doesn't and you have to manually add it. In 99% of cases the contact's web site is the same as the company's unlike the address which is often different, so can the contact's web site automatically default to the company's please?
5 votes -
'Products/Services' at company level
We currently have a UDF for this, but want to automatically fill in a case with the companies product/service when a case is created for them. Out-of-the-box functionality for this would be an excellent improvement.
28 votes -
Add new Campaign option "Send once to duplicate email addresses"
Sometimes a subscriber list may have many people with the same email address (e.g. lots of "sales@company.com"). May we have a new Campaign option "Send once to duplicate email addresses" that ensures such email addresses receive one email only, and not one email for every matching subscriber. E.g. the campaign would merge only to the first such subscriber, "first" being alphabetically by full name.
29 votes -
Hotlist should allow Searching on all Fields
Hotlist should allow Searching on Fields - including but not limited to : Action Plan Library, Activity/Subject, Case Number, Case Subject, Opportunity Objective, Priority, Resources etc
41 votes -
Partner Portal: access to Customer Services cases
It would be nice to be able to access the CS cases from the client's record without going to the "CS module".
1 vote -
A Mac version would be nice...
With the increase in the number of Macs in the workforce it would be nice to have a Mac version.
14 votes -
I bought an upgrade to Max11, and now cannot find the custom list retrieval of lists I built. rick@jericoenergy.com
allow me access to the functions I used to have with older versions, you have hidden the "retrieve list" function so i cannot find it without paying for support.
1 vote -
Maximizer Web Access telephony integration
Provide outbound dialing and inbound caller detection integration based on TAPI as per Windows client. This will allow clients who require Maximizer telephony integration to switch to Maximizer Web Access as their main user interface.
37 votes -
Move multiple contacts to a different company at once (instead of one by one)
I am cleaning up my contact database and have many contacts that need to be moved to new companies. Instead of doing it one-by-one, it would be so much easier if I could select multiple contacts and move them all at once.
12 votes -
Ability to modify built-in email templates
When we book appointments, an email is sent to client. I would like to be able to modify the contents by default, including adding removing fields, not having to modify every email each time.
32 votes -
Link to a local directory not just to a document
We store thousands of image files archived by work order #. We can't include all these in the database and so I think it would be useful to be able to link to a folder that would open in file explorer to show all the images. It would save time to be able to go directly from Max to the folder (local or network). We actually use a cloud product that syncs all computers for this data so as long as the location of the cloud service was the same on all computers, the link would work.
26 votes -
Open opportunity in opportunity window from address book tab
When viewing opportunities in the address book, there should be an option to go to the selected opportunity in the opportunity window and not just open the opportunity.
1 vote -
Create Contact From Outlook
When using the outlook toolbar to Create Contact, you cannot edit/populate the address, phone or email addresses.
It would be very handy to be able to do this especially if you are creating a contact from an incoming email.34 votes
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