Feature Suggestions for Maximizer CRM

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  1. 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 →
    • 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.

      205 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.

      • 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.

        177 votes
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          5 comments  ·  Usability - User Experience  ·  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.

          143 votes
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            1 comment  ·  Web Access  ·  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.

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

              Synchronize Google Calendar with Maximizer

              133 votes
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                planned  ·  14 comments  ·  Calendar  ·  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.

                130 votes
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                  planned  ·  8 comments  ·  Web Access  ·  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…

                  128 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 →
                    • 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.

                      • Inventory, Product Catalog

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

                        110 votes
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                          under review  ·  14 comments  ·  Others  ·  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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                            • 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 →
                                • Allow group by month/week in Dashboards

                                  Currently, you can only graph by days.

                                  102 votes
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                                  • 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...

                                    102 votes
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                                      1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Ability to change colors of pie chart

                                      Would like the ability change the colors of the pieces of pie charts. First default colors are shades of green, then blue. We only have two pieces of data being compared in one of our pie charts so the default has both of the pieces green. Would like more of a contrast to show comparison.
                                      Maximizer only allows changes to the text font and chart background color, should be able to change more options....

                                      95 votes
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                                        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                        planned  ·  Maximizer Admin responded

                                        We plan to update dashboards. New and improved dashboard capabilities are in the Roadmap and will be implemented in the upcoming releases.

                                      • Allow preview of merge fields in emails / email templates

                                        Would be great if you could preview the merge fields, like you can do with the letter merge fields, when using Emails and Email templates.

                                        94 votes
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                                          4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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.

                                          93 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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