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!
29 results found
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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…
111 votes -
Notes Report - Pull all/selected notes from Customer Service and Opportunities
The Notes Report at the Address Book level can only pull "system" notes from Customer Service and Opportunities related to the AB record.
This capability should be expanded to include all notes from the CS and Opp modules so you can create a complete summary of interactions with the AB record.
24 votesFor 2021 R2 release
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Telephone log
A telephone log for all staff that easily pulls up a date range for any one or all members of staff and duration of calls. Easy to use access to how active the telesales team have been on the phone.
23 votes -
Provide integration with Microsoft Power BI
Provide integration with Microsoft Power BI
19 votes -
Allow formula fields in Dashboard indicators
Currently, Dashboard indicators are not able to report on Formula user-defined fields.
19 votes -
Include Notes data within Dashboard indicators
Ability to crate Saved Searches using Notes and Documents data and filter on all the parameters and text searching fields within these data objects. This would then flow onto ability to see this "activity" at a Dashboard level.
17 votes -
Allow pdfs & Word docs to appear in Company Announcements on My Work Day section
Currently you can only upload text or html files to the Company Announcements section for them to appear in My Work Day. Even with html files, images do not appear on that page. This should be fixed as well as allowing pdfs and Word docs to be uploaded and appear visible to all users on the My Work Day page
17 votes -
Column report is wrapping multi-line text rather than printing separate lines
Using v14.0 web access we have a few multi-line columns in our column setup. One has name and city and the other is opportunity description. In each case, we get this:
Name, City: New York
rather than:
Name
City: New YorkIn the description of the opp put in products like this:
Item1
Item2
Item3but in the column report or excel export, we get this:
Item1 Item2 Item 3
We want to preserve the line returns as we see on the screen in web access.
16 votes -
Note report format
When printing a note report directly from the notes tab, the output groups notes by contact. If a customer wishes to see a continuous timeline, this report is out of order. We see the notes for contact1 then for contact2 then for the company or household, but the most recent or oldest note can be in any one of these three buckets. This makes the report output much less useful for users trying to figure out what has happened recently. We need a format option to NOT group by contact/company/household.
15 votes -
Report on Notes for selected records by date range.
Report on Notes for selected records by date range.
Need columns Name, Date/Time, Owner, Category, Text.
11 votes -
More flexibility in page setup for reports
Line spacing, etc.
11 votes -
Task, appointment and opportunity notes shoudl login inside the interactions text
We prefer to see the logging of a task created (follow up) within the interaction as it is easier to see when viewing the report than separate entries.
7 votes -
export documents and notes in chronilogical order into one file
Due to Subject Access Requests we often have to print out in hard copy on single sided paper all emails, documents, notes and other files in chronological order including date stamps and headings. It would be very helpful if it were possible to do this as a report to a pdf file or similar.
6 votes -
Opportunity Average Age - Dashboards
It appears that the Opportunity Age field is not available as a field to perform a function on when creating a Dashboard indicator.
Would be ideal to report on the average Opportunity age and group by Opportunity Leader6 votesWe are working on the new dashboard templates right now. All suggestions are very appreciated.
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Dashboard
Need to be able to see the month of the Dashboard when printing the indicator - Currently only Last month or Current month will show on printout. but users need to know what month the Dashboard was printed for
6 votes -
Include Duration UDFs as dashboard primary fields
Please include duration fields in the primary fields list, used when constructing a dashboard indicator. So their values can be averaged, summed, etc, in the indicator. They're not included at the moment. Formula fields are included, so it's not obvious why duration fields are not included.
6 votes -
Timesheet for users / logging useage
As a manager with employees working remotely, it would be helpful to have a timesheet function where management can track user log-in/log-out. Instead of asking for employees to log their hours manually, they can simply log-in and work as usual. Tracking user activity within Maximizer can also ensure proper usage and training.
4 votes -
As a manager i would like history of my staff's login
As a manager i would like history of my staff's login, including if i can see them logged in currently. A report that you can view a specific period of login in and login out.
3 votes -
Add link within a notification alarm to get back to the ticket/company.
Add link within a notification alarm to get back to the ticket/company.
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
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