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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Create a task or appointment thru Maximizer and like Outlook, set a delay on the comm of task or email
Enable a delay of communication function
3 votes -
4 votes
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Remove from favorite list command should filter on only lists contact is associated with
When removing a contact from a favorite list, today the CRM presents all existing favorite lists. We would prefer if this dialog restricted to just the fav lists that this contact is a part of. No reason to show others when removing.
3 votes -
Outlook integration
The ability to move an email from one contact to another contact, including between company and contact and household. As of right now you have to go back to your email, locate the email and add it to the correct file, then delete it from the incorrect file. If someone else sent the email, then there is nothing you can do.
13 votes -
Outlook integration
Outlook integration, it would be nice if when you opened an email in Maximizer that it opened in Outlook automatically. Vs sending the message from Maximizer.
24 votes -
1 vote
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Send appointment invitation from app
Making a Maximizer user truly mobile means bringing critical desktop functionality to the app. In this case we have the option of including ics attachments and sending email invitations to contacts from the desktop but the mobile app does not currently honour this.
7 votes -
Address Book Timeline Report Blank
When I select some but not all Notes types, I get a blank report. See attached screenshot of my filter.
3 votes -
Preventing users from Deleting Opportunities should not prevent them from removing a value
Please split the security setting for allowing a user to Delete Opportunities.
Currently, if you prevent users from deleting opportunities but allow them edit privileges, they can change a value in a field but can't remove a value.
This means that once a value has been added to a field, even accidentally, there is no way for the user to remove it.
In text fields or numeric fields, you can get around it by entering a space or a zero but there is no way to remove a value from a table field without including a blank value in every…
3 votes -
1 vote
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Default search to be the case number
Only thing i would change is the default search setting to Case Number when searching for cases - customer request
3 votes -
Ability to filter by resources on all calendar views
Currently you can only filter by resources in the Agena and Availability views in the Calendar. In the month, week and day views, resources are not a filter but will require you to edit the appointment to see this. Would be great to have the filter available on all calendar views.
4 votes -
Be able to send a templated email from the mobil App.
see the title, self explanatory.
3 votes -
Be able to type a key to get to the place in UDF tables without mouse scrolling
see the title, self explanatory.
3 votes -
Stop throttling Zapier with 13 minute intervals
I have been wondering why some of my Zaps take so long to trigger so I put the question to Zappier Support and was informed that Maximizer has written it into their API to not allow further triggers to access the server for another 13 minutes.
So while my Zappier account polls every 2 minutes, Maximizer will hold any triggers that it receives for 13 minutes from the last run trigger before it will accept the next batch.
So basically, from your first zap run of the day, the work your zaps are expected to do will be run in…
3 votes -
Consolidated Timeline Report sort order on date/time is incorrect
I moved the Date/Time column to the left and sorted. When I view it or print to PDF, there are some dates out of sequence.
3 votes -
Update Microsoft Word Integration installation instructions
Update the Microsoft Word Integration installation instructions so they are similar to to the ones provided for the Outlook add-in. Line #3 appears to be missing ie: 1. Click the Download button on this page to start the download.
2. To start the installation immediately, click Open or Run this program from its current location. To Save the download to your computer for installation at a later time, click Save or Save this program to disk.
3. To configure Outlook Integration for Maximizer CRM Live, copy the text below and paste it into the Maximizer CRM Live URL field when…3 votes -
Do the least you can do for contact export to gmail
Please do the least you can do to support those of us who use gmail to get contacts into gmail.
Maybe a document on how to do it manually with an export and import with all the steps and how to deal with updates.
Maybe just a "create vcard from contact" feature which we can send to ourselves with a button click and add to our gmail address book?
3 votes -
When a company is surpassed a certain time period, does Maximizer have a rule set up where we can automatedly transition that company from o
For our business model, a company and its contacts are with an account manager for a 2-year period then it gets switched over to an in-house manager. I would like to see a rule where it automates this transition.
3 votes -
Leads appointment
Provide the ability to include appointment icf attachments with outgoing email appointment requests from the Leads module. The current UI shows there is an attachment but it is not working.
6 votes
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