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!
806 results found
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1 vote -
Reasonable Workflow to Add Photo to Contact
The one place I never have a photo to add to a maximizer contact is on my computer. Yet the only way to add a photo is via upload from my computer.
What I actually want to do is copy a photo from a web page, or copy a link to a photo from a web page, and paste into the image control. If i do have the photo on my pc, drag and drop it into the image control.
4 votes -
Zapp for Google Contacts Needs Some Work
exporting contacts to google contacts:
1. Need to be able to apply a labels, so I can label all contacts that were exported from Maximizer, and I might want to apply labels like prospect, client, etc. from a field as well.
2. need to export their photo if they have one.
3. The default create contact for google needs to be populated with basic contact info (email 1-3, phone 1-3, mailing address).2 votes -
Make the phone dialing not stupid
The current dialing is a total failure in user experience design. Cick on the phone icon and the dial menu will be populated with a different phone number, not the one you clicked on.
What I want is to click the phone icon, and it dials the service i want. using the tel: url scheme.
And i call call the client on signal or whats app or whatever with similar iconds. Or send a text message with appropriate icon via SMS or any other service with a url scheme for sending texts. I have a different icon for each service…
1 vote -
Completing more than 1 task
When completing more than 1 task you can literally watch each task being marked completed with a check mark. It is not intuitive that the user can browse away from the process and continue working in Maximizer. I suggest having the routine complete in the background similar to the Global Edit where once it is initiated the user is prompted to continue working in Maximizer
3 votes -
Opportunities - changing Stage should trigger mandatory field check
Currently, when changing Stage on the Details tab of an Opportunity it doesn't technically open the record for editing and therefore doesn't trigger any checks for Mandatory fields.
The suggestion is to alter this behaviour so that setting the Stage does trigger a check for mandatory fields.
3 votes -
Outlook Integration - assigning cases when creating
When using the integration to Create a Case, it is not currently an option available to assign an owner.
Could this option be added?
9 votes -
Opps Viewer - unable to view 'Company' field on Opps for Individuals
In the Opps Viewer, if an Opportunity is created against an Individual then the tile in the Opps Viewer only shows the Individual Name (in addition to Revenue, Close Date etc.).
It doesn't recognise that the Company name is filled in for the Individual, therefore this is no option to display the Company name in the Opps Viewer.
Could this be added as an option?
3 votes -
Add Hotlist task Category field to column view
The Category field in Hotlist tasks is a very useful field but is not available to add to Column views in Hotlist. For users with a large number of tasks outstanding the ability to sort their list by Category would be extremely helpful.
25 votes -
Existing business vs New Business tracking in Targets
Why is this field not available to add into the Opportunity window so you are able to do target and opportunity reporting & analyses?
3 votes -
MaxDocs
The new MaxDocs browsing experience browses away from the main Maximizer UI. This is not helpful if you want to easily refer back to a function, feature or window in Maximizer while browsing MaxDocs.
3 votes -
Modify Task Date on Action Plan Tasks
User is applying an action plan to a batch of 200 contacts. The plan has about 7 tasks in it spread out of 10-12 days. This user can call through about 50 such tasks a day and then wants to modify the dates to future dates in batches of 25-50 entries. Right now these tasks are not impacted by the Modify Task Date command. All that is needed is a control to indicate whether action plan dependent items should be moved along or not.
9 votes -
Right client on converted lead, to view entry in address book or opportunity module from Leads Module
When viewing converted leads, a quick way to find them in address book or opportunity module would be to have the ability to right click and view in either module. Example below is a right click from the opportunity module into the address book.
9 votes -
Email delay on hotlist task
Implement a delay on email when a task is created – if the task is for a week or so out – the email gets sent when processing occurs - near time.
We would prefer to be able to assign a task and send an email closer to the date the task is required to be completed.
1 vote -
Highlight only missed required fields and not all required fields
Currently, if a required UDF is not filled in, all the required UDF fields are highlighted with a red outline.
It would be so much easier for users to have only missed ones highlighted.
Better yet, to have the missed fields brought to the top of the list just like it does when the required field is in another key field tab.
if you have a Tab with almost 100 fields, it is aggravating to the user to try and find the missed field.
3 votes -
Liv Pure Weight Loss Tablets
Sigh? Posolutely, it's fouled up although that column dealt with Fat Burner. You have to do this manually. Last of all, I have noticed over the last year a Weight Loss Gummies that performs an affectation for a Weight Loss Gummies. This should answer your questions on why you want Fat Burner if this stuck to small baby steps. Fat Burner is not treated fairly. Of course, you will get what you paid for. There are many arrangements to skin a cat.
1 vote -
Multi-user interactions
We often do multi-user video meetings and want to save the call history to an interaction for each of them. It would be very helpful to be able to global edit an interaction or introduce a multi-user list (like the appointment dialog) so we can save this record multiple times with one entry.
6 votes -
Maximizer Extenstion for Outlook Calendar
I would like to have a one click solution to attached a calendar entry as a meeting from Outlook's calendar to Maximizer's caleandar.
Background: It's too time consuming to add every appointment to the maximizer calandar ... especially when doing zoom meeting and entering location information. Bottom line is that Outlook's Calendar function is much faster and easier to use and integrates with iOS as well. SO... it would be amazing if you coulud click on a calendar entry in outlook and click a "maximizer" icon that would allow you to attached that to a contact ..which would in turn…
3 votes -
Interactions - option to not save emails
Emails now save to Interactions, rather than Documents. With this change, the option to NOT save emails was removed.
Could this feature be re-added? If not as a personal preference then as an option to be enabled by an Administrator.
3 votes -
Deleting group appointments warning
If a user is part of a group appointment, and that user has access to modify all users calendars, the user is able to delete this appointment. The delete covers their own appointment and those of all other attendees. We suggest that a warning be included to let users know that when they delete this appointment from their calendar it will also be removed from the other attendees. HQ-256250
9 votes
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