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Feature Suggestions for Maximizer CRM

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525 results found

  1. Link Case Subject and Status

    Please can we have a link between the case subject and status similar to products and services and categories. When a case subject is selected, then only the statuses that are relevant to that type of case should available. Alternatively implementing something like the opportunity processes in customer service would also work, where the user can select a process for a case and work through the steps.

    9 votes
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  2. Ability to reassign a Task from one Contact to another

    Contacts often change within an organisation & it use to be possible to reassign a Task from one Contact to another in such circumstances, but this disappeared at some point making the use of the Hotlist more difficult. Can this ability please be reinstated

    10 votes
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  3. sub-opportunities

    In many industries you may have different options within a larger contract. Let's think about a Home repair where you may want to offer a singe customer in a single proposal:

    1) Bathroom Remodel
    2) Kitchen Remodel
    3) Resurfacing floors
    4) HVAC Upgrades

    It would be nice to be able to group these 4 opportunities under a top level Opportunity. This could allow you to view summary amounts for the top level opportunity, but also enter predictions for close dates on various sub opportunities within a proposal.

    3 votes
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  4. VOIP Ring Central. so you can call from in max and record. had it before now gone

    So you can call from in max "Make a call" and record results. Had it before now gone. all the key features are there. Just can not call from in max. Used to have screen pop up with caller. Gone to eh!

    1 vote
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    Under review  ·  1 comment  ·  Others  ·  Admin →
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  5. Create a web link that goes directly to an address book entry when some is logged in

    When a client calls in and the message is emailed to the estimator. It would be ideal to be able to include a link that would allow the recipient to click and be taken directly to that entry. Obviously they would have to logged into max already or be directed to the login page and then once logged in, still be taken to the entry. This would save mobile users from having to search for entries and dealing with the spelling of names etc.

    3 votes
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    Under review  ·  0 comments  ·  Web Access  ·  Admin →
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  6. is it integrated with Ring Central, Nice Incontact

    is it integrated with Ring Central for individual users and Nice Incontact for contact centre agents

    2 votes
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  7. Custom popup (like custom actions) in the Leads module

    Add the ability to have a custom popup (like custom actions) in the leads module. This could then link to the Address Book when a lead is converted.

    1 vote
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  8. Notes under Custom Tab do not have option to show all notes

    Under Notes there is an option to tick SHOW ALL notes - this feature is missing in Notes under CUSTOM TAB

    4 votes
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  9. Notify the associated Address Book entry when the case is resolved

    Can you add a new setting in the Administrator > Customer Service > Notifications screen, for, "Notify the associated Address Book entry when the case is resolved". We have a similar setting for when a case is created. But at the moment, customers that want to use this setting when a case is resolved must ask their users to remember to tick this option every time they resolve a case. This is very hit and miss, and is to the detriment of the user experience for these customers.

    3 votes
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  10. Address Book & Calendar Interface

    If the calendar in Agenda format, could be on the same screen as the address book, taking up 15-20% of the screen on the RH side, would save literally hours of having to go between the two all day long.

    Please do this :)

    4 votes
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  11. Being able to add a contact to multiple businesses

    If you could select multiple businesses to add/update the same contact person at the same time instead of 1 at a time, would save a LOT of time.

    1 vote
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  12. Sequential task on action plans

    We would like to be able to generate a list of sequential task that to illustrate a work flow, or sequence of events that is not tied to follow ups. For example, a job aid might have 20 steps to perform a task. We'd like to be able to enter that job aid into maximizer so that all staff can follow the same procedure. However we only want one follow up at the end of the sequence, or the ability to enter follow ups at our discretion and not have the follow up required for each task.

    1 vote
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  13. moving documents to designated opportunities or cases

    When you have documents attached to contacts - it would be nice if you could move selected documents to opportunities and cases.

    1 vote
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  14. Display label of the name favorite list at the top of browser screen

    When you select a favorite list - it would be nice to see what list your working on - a glance. Would be nice if you could display the name of the list at the top of the screen.

    1 vote
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  15. ShareSync

    Sharesync integration would be great, thanks

    3 votes
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  16. save email to maximizer with keyboard only

    would like to be able to assign keystroke that would take an Outlook message and save it to maximizer, bringing up the appropriate dialogue if necessary. A documented solution using autohotkey would be sufficient.

    1 vote
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  17. 5 votes
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    Under review  ·  0 comments  ·  Calendar  ·  Admin →
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  18. 1 vote
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    Under review  ·  0 comments  ·  Email  ·  Admin →
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  19. Add link within a notification alarm to get back to the ticket/company.

    Add link within a notification alarm to get back to the ticket/company.

    3 votes
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  20. 2 votes
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