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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TAPI Support for Windows 7
I would like to make calls from Maximizer with my existing contacts - using the dialer and my phone system (in this case Allworx).
Why can I use Outlook in this manner but not Maximizer? What is different about Windows 7?19 votes -
Opportunity Reassignment and Opportunities without a Company Assigned
In certain industries you do not know who the end customer for your opportunity is until the deal closes (i.e the quote may be to a sub contractor) In these cases it is desirable to be able to reassign the company that the opportunity is linked to, effectivley moving the opportunity from the sub contractor to the enduser/client where the goods /services will be delivered.
Ideally in the same industries it would also be a great benefit if you could have opportunities no customer (which could be assigned later). I think having a linked partner would be recommended.
38 votes -
New Contact inherits user-defined fields
I would like to be able to have an option that my staff can't tick this box.
34 votes -
integration between the web access product and Xero online accounting software
Integration between the web access product (and or CRM Live) and Xero online accounting software.
40 votes -
Different relationship type for the reverse link
If you create a relationship and choose to "relate in reverse order" you are assigning the same type description to both links. This means example like Parent Company or Owner do not make sense from the other direction. This tick box should open a 2nd drop down and relationship pairs should be able to be pre-defined or use assigned.
13 votes -
Be able to drag and drop a contact into a different Company
I sometimes have multiple companies that are part of the same corporate intity. If would be handy to be able to drag and drop a contact from one company to another without having to reenter them. This would include all of their notes and emails, etc. to follow them.
25 votes -
Action Plans to have an option to skip over weekend days
Give the option to skip non-working days for the assigned user. Either prompt with action toi take (eg: move backwards, move forwards or override) or allow this to be set as a property of the Action Plan.
17 votes -
Include Notes data within Dashboard indicators
Ability to crate Saved Searches using Notes and Documents data and filter on all the parameters and text searching fields within these data objects. This would then flow onto ability to see this "activity" at a Dashboard level.
17 votes -
Ability to delete Default Key Fields
Ability to delete or otherwise restrict access to the <Default Key Fields>. Otherwise allow edit of the name so this can be re-purposed.
119 votes -
Lets talk about improving service!!!!
I've had many issues with Maximizer CRM 11. Currently I'm not able to open the software, very difficult to have a productive work day, when I cannot contact clients.........The tech department does not allow one to talk to a person!!!!! Maximizer does not respond to emails..... the sales representative that sold me the product will not return calls.......
1 voteHi Myron, I will ask someone to get in touch with you ASAP. Thank you for your patience.
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Organisation Chart
Will the organisation chart feature in the application version of Maximizer be making its way to WebAccess? Or is it there and I have not spotted it?
43 votes -
Configurable quick search
The new quick search feature is great, allowing you to search on First Name, Last Name, Company, Phone (all phone numbers) and/or Email Address (all email addresses).
Can you exted this further by adding some configuration options of which fields can be searched by this search e.g. Town, Position.
Clearly the users would need to be educated that the more you add to the quick search the bigger impact on speed performance.
66 votesHi, thanks for your feedback on the quick search feature. We have plans to add more functionality to the current search capability.
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Undo option when you Make List Current
How many times have you spent time manipulating data in Maximizer and clicked Make List Current only to realise that you meant to Invert Selection first? Yes this is a user error but oh so frustrating. The ability to go back (undo) to the previous list would be grately appreciated.
57 votes -
Printing Notes with HTML layout
In the Windows client it should be possible to print notes with the HTML formatting. (Ideally this would be an option of the current print to dialogue).
30 votes -
Default Entry - Make the COMPANY default entry dialogue box not to import the fields entered into the CONTACT default entry dialogue box !
Default Entry - The company will have reception telephone and fax, as headers for specific entry of details, the contact will have other numbers, DDI, Mobile, email, Skype etc. But there seems no way to divide the two. Entry into the company default is fine then enter the specific basic header data into the contact default and it then appears in the company default also? AAAAAhhhh
9 votes -
Report on Notes for selected records by date range.
Report on Notes for selected records by date range.
Need columns Name, Date/Time, Owner, Category, Text.
11 votes -
Field Validation
Maximizer CRM needs field validation such as is available in other CRM's. Ex: Postal Code Canada: A9A 9A9; Postal Code US: 99999 or 99999-9999; Phone number Canada & US: 9-999-999-9999
14 votes -
Formula UDF improvements
We cannot use a formula UDF in another one. this means that we have to create incredibly complex formulas if we need to use IF functions etc.
25 votes -
Change warning message when deleting 1 appointment from a series of recurring appointments
If you delete 1 appointment in a series of reoccurring appointments, it says "Are you sure you want to delete ALL of the selected Appointments" which suggests you are going to delete ALL of the appointments in that series, which is misleading.
It then asks whether you want to "Delete All Occurences" or "Delete Only This Occurrence" so there is no need for the first message.
17 votes -
Make the UDF Add Items feature a dynamic grid instead of loading a separate screen
Adding multiple items to a Table UDF is a very slow process when you have to wait through each reload of the Items screen and the New Item screen. Switch to either a more dynamic grid object or create a multi-item add option that can take a larger number of values in one go.
15 votes
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