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!
44 results found
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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...
151 votesWe are considering combining Company and Individual to a new group called Account.
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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
117 votesCould 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.
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Support "Friendly" Company Names
In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" or "IBM" and be taken to the same record.
97 votes -
New contact inherits UDF of campany
New contact inherits UDF of campany
72 votes -
Undo option when you Make List Current
How many times have you spent time manipulating data in Maximizer and clicked Make List Current only to realise that you meant to Invert Selection first? Yes this is a user error but oh so frustrating. The ability to go back (undo) to the previous list would be grately appreciated.
57 votes -
Separate "automatic" Notes from "manual" Notes.
The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.
52 votes -
Google Contact Integration
Synchronize Contact list with Maximizer
37 votes -
Printing Notes with HTML layout
In the Windows client it should be possible to print notes with the HTML formatting. (Ideally this would be an option of the current print to dialogue).
30 votes -
"New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature
"New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature
30 votes -
Be able to drag and drop a contact into a different Company
I sometimes have multiple companies that are part of the same corporate intity. If would be handy to be able to drag and drop a contact from one company to another without having to reenter them. This would include all of their notes and emails, etc. to follow them.
25 votes -
Ability to Convert a Company to an Individual
In Maximizer CRM Live you can convert an individual redcord into a company record, but there is no way to convert a copmany into an individual. This was possible in older versions of Maximizer software, but the option has been taken away.
24 votes -
Ability to change default font in Notes
Currently the default font for notes is Times New Roman. We would like the ability to change this because we prefer to have all our notes in Tahoma, size 2.
Please add this feature.21 votes -
Folder structure for emails
Create a selectable mandatory field option so that outgoing and incoming emails can be saved to pre determined categories.
Current situation of simple time and date stamping of emails under a contact makes finding historical email conversations painful & time consuming.
If users don't want to be able to save under user created categories then they can deselect the option.
But if selected, the sending and saving cannot occur unless a selectable field is ticked as unless its made mandatory users will not save to categories unless it is mandatory
19 votes -
Add an Asset Management Module
Understanding what clients have purchased and their respective warranty, service, and option history is essential for account management. We current use the "customer service" module for this purpose, however, it would be best if "ASSET MANAGEMENT" was a discrete module.
Assets could have UDFs that are application specific. They could be created from the products that are included in an opportunity. Once an opportunity status changes to WON, the information could be transitioned to a COMPANY asset.
This would add a life-cycle component that is very valuable, differentiates from other CRM, and saves time, and provides extremely useful information.
16 votes -
allow for the "links" menu item to be able to host file locations
allow for the "links" menu item to be able to host file locations (example: file://///mx-vm-01/nas//0 - PROSPECTS/)
16 votes -
Related Entries Description in Column setups
The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).
15 votes -
Additional "Date Last contacted" type fields.
We have had a few requests to have better "Date Last Contacted" information
Ideally can we get a set of automatically updated date fields for "Last Emailed", "last appointment", "last phoned" etc as well as the umbrella "Last Contacted" field.15 votes -
The Date Last Contacted field- intelligent global edit needed for existing databases
The Date Last Contacted field would be very useful- except for the fact that, as a brand new feature, almost my entire database is blank on this field. There needs to be a way to do an intelligent auto-update global edit for this field, setting it to whatever the last time a note was logged for the entry. That would be VERY useful, as I cannot see any value in having this field otherwise (except for people who are just now getting started creating a Maximizer database).
15 votes -
Field Validation
Maximizer CRM needs field validation such as is available in other CRM's. Ex: Postal Code Canada: A9A 9A9; Postal Code US: 99999 or 99999-9999; Phone number Canada & US: 9-999-999-9999
14 votes -
Different relationship type for the reverse link
If you create a relationship and choose to "relate in reverse order" you are assigning the same type description to both links. This means example like Parent Company or Owner do not make sense from the other direction. This tick box should open a 2nd drop down and relationship pairs should be able to be pre-defined or use assigned.
13 votes
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