Feature Suggestions for Maximizer CRM

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  1. Create a native Mobile App for Android and iOS

    Although the Mobile website of Maximizer works okay, I would like to see a native app built for Maximizer Mobile. This would stay on your device and could provide offline access to contacts. You could build it a lot like the app that was designed for Blackberry but extend it to Android and iOS platforms.

    214 votes
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      8 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
      under review  ·  Maximizer Admin responded

      Regarding off line data access, we currently have the ability to take a favourite list of AB entries from Maximizer to your mobile by using the Outlook integration.

      At the moment this only includes basic data and we are investigating ways to expand upon this with for example info from selected UDF’s to recent notes, etc.

      This could provide a way to easily get offline data your mobile device, though it would not support a setup where data could be added or modified and then get synched back to Maximizer – i.e. the user would still have to use mobile access for such requirements.

    • Implement a Quote Management Module in Maximizer

      There is no feasible way to create quotes in Maximizer, which is losing us potential customers. A company who uses Maximizer should be able to create a quote based on a product catalogue that actually connects to the Opportunity Management System rather then an unsupported/old order desk solution that is not a fitting function.

      208 votes
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        under review  ·  23 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
      • Dependent List field values

        Possibility to link 2 drop down lists to filter the second one values based on the first one.
        Field 1:
        - A
        - B
        - C
        - D

        Field 2:
        - A1
        - A2
        - A3
        - B1
        - B2
        - B3
        - C1
        - C2
        - ...

        if B is selected on field 1, field 2 must display only B1, B2 and B3.

        186 votes
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          5 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
        • "Transfer Address Book entries" button on WebAccess

          We are using different databases for our different subs. We need to transfer address book records between databases but this feature is not available in WebAccess.

          163 votes
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            planned  ·  8 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
          • Introduce HotKeys to the Webaccess

            We would like to see that HotKeys are available in the Webaccess. E.g. the Hotkey to make a phonecall to the selected contact: <F7> as it is in the Windows application of Maximizer.

            149 votes
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              1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • Convert Individual record - Copy all basic fields and UDFs to Company and Contact records

              When we convert an Individual Record to a Company/Contact, the fields are carried over to the Contact record but not to the Company.

              Example : The "Partner" field value isn’t carried over into the Company record, although it is available on the Contact record.

              Please copy automatically all fields and UDFs to both records during the conversion or give the ability to choose manually which field to copy...

              140 votes
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                1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
              • Hide Inactive Contacts

                Instead of deleting a Contact from the database outright, the user should be able to flag a Contact as "hidden". This allows the Contact's historical information to be retained without cluttering the active Contact list. A "Show Hidden Contacts" checkbox could be added similar to the "Show Hidden Fields" checkbox has been added to the UDF tab.

                140 votes
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                  13 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                • Google Calendar Integration

                  Synchronize Google Calendar with Maximizer

                  136 votes
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                    planned  ·  14 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                  • Recalculate formula fields via SQL

                    As a developer it is sometimes easier and more efficient to update data directly in SQL instead of using one of the API's like Maximizer.Data and Maximizer.Web.Data

                    At the moment if there is a formula field that references a field/UDF that I update/insert/delete directly in SQL it does not update in Maximizer.

                    We could also update the formula values in the SQL manually, but we have to rely on the users to tell us what fields are formula and what the formulas are. Then expect them to remember to tell us when they change them.

                    A stored procedure that recalculate…

                    130 votes
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                      2 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
                    • Ability to access alternate email address if contact has multiple emails

                      If a client has more than one email address the only way to use the alternate email is to open the contact window and then cut and paste the alternate email address.

                      127 votes
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                        5 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                      • Inventory, Product Catalog

                        Ability to create and manage an inventory of products by clients.

                        118 votes
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                          under review  ·  14 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          118 votes
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                            14 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                            under review  ·  Maximizer Admin responded

                            With the release of Maximizer CRM v2017 in October ’16 we introduced a featured call “Last Contact Date”, which essentially keeps track of the number of days since an address book entry was contacted. The definition of contacted can be customized to include phone call, email, note entry, calendar, etc.

                            For the recurring task requirement, we will review that for upcoming improvements to our Hotlist module.

                          • Maximizer Unicode

                            Maximizer needs to be a fully unicode compliant application. When integrated with other tool, the records created by synchronization contain often ??? instead of Chinese or Japanese characters.

                            111 votes
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                              1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                            • 110 votes
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                                6 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow complex queries for Dashboard indicators and enable users to scale indicators

                                Many people want to make a dashboard indicator from multi-select table fields and the way Maximizer uses the fields makes this useless.

                                What we should be able to do is derive a bar chart or pie chart from a SQL Query. But currently you can only use a single number result from a query.

                                Another common dashboard item request is to show a bar chart of the number of notes made by each user for a period of time. It’s a trivial query to write, but at the moment you have to write one for each user.

                                That leads to…

                                110 votes
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                                • Allow group by month/week in Dashboards

                                  Currently, you can only graph by days.

                                  108 votes
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                                  • 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.

                                    105 votes
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                                      1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                    • campaign from address

                                      Allow sender to set the FROM address of an email campaign activity based upon a contact level alpha UDF. An example would be a field called Account_Mngr_Email. If this could be merged into the FROM name and the FROM address of a campaign email, it would appear to be from their own account manager rather than some global sender.

                                      104 votes
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                                        13 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
                                      • More than 3 level of folder in UDF list

                                        autorize more than 3 level in the UDF folders

                                        100 votes
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                                          2 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                          under review  ·  Maximizer Admin responded

                                          Can you please provide detailed use case, why would you need more than 3 levels in UDFs folder? If this is a common and important case, we will try to implement this request.

                                        • Web-to-Lead form : Create a linked note

                                          Currently, it is possible to create a "contact us" form on a corporate website and use it to push automatically an Individual record in Maximizer.
                                          We use this feature and it works fine.
                                          The problem is the need of a field "Comments" or "Message". This kind of field cannot be stored in an UDF (limited to 255 characters).
                                          The solution can be to store the "Comment" as a note linked to the record... but this option doesn't exist.

                                          100 votes
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                                            2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                            under review  ·  Maximizer Admin responded

                                            Web forms improvements are in the Roadmap, we will consider this request when we will update Form Designer.

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