Feature Suggestions for Maximizer CRM

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  1. Integrate with Jotform

    Integrate Maximizer with Jotform to be able to assign form fields to specific UDFs and fields in Maximizer. Ability to assign uploaded files to the documents tab in Maximizer.

    24 votes
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    1 comment  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  2. GetCurrentListIDs - API Enhancement

    Currently, only the "CatalogList" method exists for obtaining the Maximizer IDs for the records displayed on the current list. This existing method has two main limitations:

    1) It only works in the Address Book module
    2) It writes data to a text file

    A common requirement when integrating Maximizer is to take the data that's in the current Maximizer list and work with it elsewhere - maybe in another application, maybe in a database process.

    I would like to see the CatalogList method extended (or a new method introduced) that makes the Maximizer IDs from the current list without having…

    24 votes
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    2 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Developer Add-On Licensing API

    Add a new API that will allow developers to license their add-ons effectively and consistent with the Maximizer CRM scheme. I.e. allow developers to issue PLNs for their add-ons (including options for limited and unlimited numbers of users), allow administrators to enable/disable users for those add-ons within the PLN limit, and allow add-ons to make calls to establish that the user who is about to start the add-on is enabled and will not exceed the concurrent limit.

    23 votes
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  4. BP Windows Mark 2 (web application windows)

    Can you make it possible for BPs to create add-in tabs that are a web page like the Link-in Social Networking tab and provide the BP window app with the 'context' that it needs to operate in (current record etc.). Most of this work has probably been done internally for the Linked-in Social Networking tab. - also to be supported in the web client.

    19 votes
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    1 comment  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  5. Web Following Grid Tabs Order

    Ability to order the tabs in the followingwindowsets.xml, at present when adding a new tab to the file, its appears as the first tab on the webaccess.

    16 votes
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  6. Maximizer.Web.Data should have the same functionality as Maximizer.Data

    Due to the restricted functionality of the current version of Maximizer.Web.Data I have had to write a lot of custom code for my current project using Maximizer.Data

    There is currently no support for, particularly, the 3rd party tables and if web is the way forward then this API needs to have full functionality to allow any customisations to be ported to web which currently is either not possible or more time consuming than it should be.

    18 votes
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Refersh data in Grid Integration on change of dropdown value

    Allow commands to be added to all of the UIWidgets, especially Dropdown UIWidgets, which would allow you to refresh the grid when the value of the Dropdown is changed. This should be a standard feature already instead of having to have a separate icon to trigger the action.

    18 votes
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  8. Web Following Grid Sort by Header

    When clicking on a column header to sort alphabetically as per other tabs.

    15 votes
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  9. Add error handling to the Grid Integration Framework

    Allow the web service to pass back a JSON string with, possibly, an id indicating an error and a string describing the error e.g.{"Error":"This request failed to return any rows"}.

    This would then be recognized by the client and be displayed centralized and bold on the first row of the grid as per the in-built tabs.

    18 votes
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  10. Web Following Grid Framework Default Values

    Set default values for checkbox widget and DropDown widget. Also the selected option should "stick" when moving from one company to another rather than resetting itself which is what happens now.

    13 votes
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  11. Add support for extended characters in the Grid Framework

    Currently if returned data contains a currency value formatted with a "£" then this is interpreted incorrectly by the web client.

    15 votes
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  12. Allow buttons to trigger custom actions

    It would be great if there was some means of adding an icon to the menu bar alongside the likes of the Export To Excel etc. buttons which could be used to trigger a user created custom action.

    13 votes
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  13. Web Following Grid Framework Export to Excel

    An export to excel option like there is on the opportunities tab

    10 votes
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  14. Conditionaly hide or show a following tab

    Allow the option to conditionally hide or show a custom following tab called from a MenuBuilder menu item. This would allow functionality similar to the current 'Add a Company' etc. tabs where the tab lives only for the duration of the data entry operation.

    12 votes
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  15. List records in the Web Access

    For a Custom Action project, we need to be able to populate the Address Book list from either ClientID/Contactnumber or Parent Keys.

    9 votes
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  16. Allow Column Setup drop-down functionality for Grid Integration

    Grid Integration needs the option to add a drop-down which has a command option to pass a selected column setup to each of the server side methods as a separate parameter.

    9 votes
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  17. Requesting a new hook be added to V12 Web Access for the “Make A Call”, in “Actions” menu. Would allow launch of custom call form for CTI

    requesting that a new hook be added to V12 Web Access for the “Make A Call” item under the “Actions” menu. We’re requesting this hook so that we can replicate a Windows-based customization for the Web Access application.

    The only alternative we have to implementing this requirement would be to create a new item under the “Actions” menu called “Actually, Click This One To Make A Call!” which would be confusing to the end users – and likely an unacceptable work-around to the client.

    We would just need to ensure that at least the Web equivalents to the OLE “CurrentRecord”…

    9 votes
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  18. Set Process when inserting opportunity via SQL

    We often use maximizer.data or maximizer.web.data to get the relevant ids and then do the insert or update operations required via sql. However when inserting an opportunity in 2017 via sql, there doesn't seem to be a way to set the process (default or otherwise).

    A stored proc or documented way of doing this would be nice.

    9 votes
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  19. Address Check Hook

    An equivalent of the AddressCheckHook is required in the web interface

    9 votes
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  20. Add an "Order By" option to Maximizer.Data ReadList methods

    As well as being able to search for data in a Maximizer.Data ReadList it would be nice if the returned list could be sorted in to a specified order.

    9 votes
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