Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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.

    236 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  2. "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.

    204 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  9 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  3. Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)

    Currently, users can free-type into any basic fields that have a drop-down list (such as "Position" or Opportunity "Objective") even when they don't have the Access Right "Modify System Tables" which enables them to add items to the drop-down list.

    One of our biggest customers needs to be able to restrict this so that the users can only select from the list, not free-type into these fields.

    We think the best way to do this would be at field level, rather than user level, such as in the Administrator > File > Preferences > Mandatory fields - you could have…

    169 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  4. Google Calendar Integration

    Synchronize Google Calendar with Maximizer

    154 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  16 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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...

    151 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    152 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    143 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Items level security

    We need to be able to hide or display items of table fields (UDF and basic field) based on security groups.

    135 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    127 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    22 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.

  10. 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.

    123 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. 115 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow group by month/week in Dashboards

    Currently, you can only graph by days.

    114 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  13. 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.

    112 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  14. Show address book history under an opportunity record

    From web access I would like to be able to see my address book history while viewing an opportunity. This could be additional filter options in the history tab itself or a separate address book history tab that follows the opportunity. The windows client presented three tabs and facilitated seeing the address book notes while you were on an opportunity. From web access we have more navigation to do the same thing.

    110 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  16. Contacts to automatically inherit UDFs from Company/Individual

    If a certain UDF is blank at the contact level, then just inherit the value from the same UDF at the company/individual level

    107 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    13 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Maximizer Admin responded

    Could you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.

  17. More than 3 level of folder in UDF list

    autorize more than 3 level in the UDF folders

    106 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 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.

  18. 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 AccountMngrEmail. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    13 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    103 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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.

  20. 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.

    100 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 97 98
  • Don't see your idea?

Feedback and Knowledge Base