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!

How would you like us to improve your product?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Custom note filter for existing list

    We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.

    243 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      28 comments  ·  Web Access  ·  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.

      217 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        8 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →

        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.

        198 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          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.

          169 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            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
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              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...

              143 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                3 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
              • Google Calendar Integration

                Synchronize Google Calendar with Maximizer

                139 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  planned  ·  15 comments  ·  Calendar  ·  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
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    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
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      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.

                    • 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…

                      117 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                      • 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
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                        • 110 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            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
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                            • Allow group by month/week in Dashboards

                              Currently, you can only graph by days.

                              108 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • 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
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  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
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    13 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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.

                                    104 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      5 comments  ·  Sales Opportunities  ·  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
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        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.

                                      • 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
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          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.

                                        • 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.

                                          97 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 93 94
                                          • Don't see your idea?

                                          Feedback and Knowledge Base