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!
128 results found
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Google Apps integration - gmail, google contacts and google calendar
Gmail - save emails from gmail into Maximizer, sync emails between the 2 (send/receiving from one will show up in the other)
Google Contacts - sync contacts between Maximizer and Google Contacts
Google Calendar - sync appointments between Maximizer and Google Calendar102 votesGmail Integration for Web Access has been implemented as an Open Source project. This project is available for download through our Developer Connect website. Go there to see more details.
I have split off the Google Contacts and Google Calendar into two other features. If you feel they are important, please add your votes there:
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15 votes
This will be available in the Winter Release near the end of the year!
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Automatically clear AddressBook before exiting Maximizer
Clear Addressbook list automatically when closing Maximizer to prevent Maximizer from hanging. This happens with large databases when Maximizer saves the list of current records in the Addressbook. If the list is cleared before the application is closed (preventing Maximizer from saving the current list of records) there is no issue.
39 votesThanks for the reminder Jenny. This status has been updated now.
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recurring tasks
Request from a client to have the option to create recurring tasks. Soem client's you need to call on a montly basis = this way you only need to schedule 1 task for all "Monday's" for the next year.
138 votes -
Attach an email to a customer service case or an opportunity through outlook.
Our company would really benefit from being able to attach an email to a customer service case or an opportunity through outlook. Now that you have removed the Email feature in Maximizer Web, our web users are unable to attach email to Opps or Cases. This is a very important feature that we lost when we upgraded.
16 votes -
Google Chrome Support
When I open the webapp in Chrome, it says that the browser is not supported. Chrome is one of the most used browsers in the world!
61 votesGoogle Chrome is a supported browser.
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Formula Date Fields
Formula UDF fields: need a function like Today and Isblank for dates. Comparison with eg. Dispatch Date will show overdue if Receipt Date is blank and Today - Dispatch Date is more than eg. 7 days. Then we can show any deliveries that are overdue in eg. red.
115 votesWith the release of Maximizer CRM v2017 in October ’16 we included a duration UDF type, which calculates based on Today().
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Call the Outlook Add-in tab Maximizer
A minor point is that the Maximizer Add-in Tab in Outlook says just that "Add-in", unlike Norton and some other programs which create their own tab with the name of the application rather than just using the default Add-in tab. It is impossible to change the Tab name to Maximizer from Outlook options so perhaphs you might like to give the tab a better name? - comment based on user feedback.
6 votesThis is now available in the Summer Release!
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"User" merged fields in email templates
Using Word, it is possible to add "User" fields such as "My Display Name" and "My Email Address" to a template. This feature is currently not available for Email Templates.
68 votesYou can insert any basic field or UDF of an Address book entry, opportunity, case or user information (such as contact details of the sender or today’s date or other) as a merge field in email template
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Access saved emails from smartphones
Include the ability to view saved email documents in the Maximizer web or Windows client in MaxMobile and Mobile Access as well.
13 votesViewing saved email documents is now available in the Maximizer CRM 12 Summer 2012 Release! This is available in Maximizer CRM Live, Group and Enterprise editions’ Mobile Access.
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Save emails to Opps & Cases in Web Access
We should be able to save incoming and outgoing emails to opportunities and cases when using Web Access. For example at the moment we can save incoming emails to address book entries, and we can create new cases from incoming emails, but we cannot save incoming emails to existing opportunities nor to existing cases. For a long time the Windows access has provided this functionality, and many customers have come to rely on it, either for opportunities or for cases, and sometimes for both.
19 votesSaving emails to opps is now available in our Summer Release for Web Access and CRM Live!
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Trend reports
I'm asked for support for Dashboard KPI values tracked over time.
eg. Total Pipeline value KPI tracked over a Daily, Weekly, Monthly or Quarterly as a graph against time. If you want to get really cool add a second line on the chart with the value for the previous reporting period or same period last year.
There are two factors here: The sample period, and the reporting period (width of the chart in time).
15 votesAvailable now in Insights module. Pipeline KPIs tracked on the ‘Sales Overview’ dashboard and the time period can be changed on the fly in the dashboard filters.
Insights is a Maximizer add-on released for CRM Live November 2019 and on the roadmap for on-premise.
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3 votes
I’ve added a Web Access category. Unfortunately, each suggestion cannot have more than one category. So please submit suggestions as you see fit.
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3 votes
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Platform Updates Notice
I hear often of updates to CRM Live, but unless they are an obvious change to the look of the program, I can never tell what they are (or if anything happened at all).
It would be nice that after a system update if there would be a notice on the dashboard or something on the banner near your user name, that an update occured and what the changes were.
If something was added/fixed thats valuable, I'd like to know about it and not just stumble upon it weeks later.
3 votes -
I think it would be very helpful if I can click on call a contact and have it dial via Skype. Huge productivity increase. Thanks
I think it would be very helpful if I can click on call a contact and have it dial via Skype. Huge productivity increase. Thanks
49 votesThis has now been added to a recent release, such that the Timed Notes feature can started from a Lync or Skype call.
The configuration to set this up is located un Administration\Preferences\System Options where you can setup the VOIP/IM Integration.
Once configured here, it can be accessed from the Details Tab of the Address book using the little phone and note pad icon under the address info. -
Knowing who assigned a hotlist task to me
Right now, i get a hotlist task, but it doesn't show who assigned me the task...
18 votesThis is now available in our Summer Release at the end of June!
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Combining an Individual to become a Contact of A Company
Currently (Maximizer CRM 12), it is impossible to Combine an Individual to become a Contact of a Company. In order to do this, an intermediate step is required: the Individual has to be converted into a Company first. The Individual then becomes a Contact of a Company and can be Combined into another Company.
It would be great if the intermediate step of converting an Individual into a Contact of a Company could be eliminated in a future version.
John
59 votes -
Adding document should automatically get the name from the file being saved
While adding a document for a contact, if you don't give it a name Maximizer saves it as an untitled document. It should get the name from the file automatically.
54 votes -
On the Mobile Address Book, Allow you to set the default to Company instead of Last Name
When you go to the address book, it is always set to last name. It would be nice to set the default as company search as well as have Contacts checked off.
15 votes
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