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Feature Suggestions for Maximizer CRM

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73 results found

  1. Hide Inactive Contacts

    Instead of deleting a Contact from the database outright, the user should be able to flag a Contact as "hidden". This allows the Contact's historical information to be retained without cluttering the active Contact list. A "Show Hidden Contacts" checkbox could be added similar to the "Show Hidden Fields" checkbox has been added to the UDF tab.

    154 votes
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  2. 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
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  3. 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 votes
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    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.

  4. 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
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  5. New contact inherits UDF of campany

    New contact inherits UDF of campany

    72 votes
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  6. Configurable quick search

    The new quick search feature is great, allowing you to search on First Name, Last Name, Company, Phone (all phone numbers) and/or Email Address (all email addresses).

    Can you exted this further by adding some configuration options of which fields can be searched by this search e.g. Town, Position.

    Clearly the users would need to be educated that the more you add to the quick search the bigger impact on speed performance.

    66 votes
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    Planned  ·  Maximizer Admin responded

    Hi, thanks for your feedback on the quick search feature. We have plans to add more functionality to the current search capability.

  7. "Move Selected Contact" button to workstation version

    It would also be nice to see the "Move selected Contact" button in the web version to the workstation version - I am NEVER able to get the drag and drop to a new company to work , it's a nightmare. When I found the "move selected contact" button in the web version I was so happy , and then confused as to why it's not in the workstation version

    63 votes
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    Declined  ·  Maximizer Admin responded

    Maximizer is making changes to its product line up that involved the impending discontinuation of the Windows client, in 2016. Windows client users can continue to follow the standard upgrade path to Maximizer CRM v2016, due out in late fall 2015 and then remain on that version for as long as they choose. Over time, support for CRM v2016 will cease, and the customers will have to make a decision between migrating to a solution like Web Access or Maximizer CRM Live or continue with an unsupported solution.
    We encourage customers, to continue the dialog with Maximizer Software about any potential product requirements or otherwise, which would help facilitate an easy migration to Web Access or Maximizer CRM Live.

  8. 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
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  9. 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
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  10. Google Contact Integration

    Synchronize Contact list with Maximizer

    37 votes
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  11. 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
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  12. "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
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  13. 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
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  14. 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
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  15. 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.

    21 votes
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  16. 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

    17 votes
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  17. 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
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  18. 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
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  19. 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
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  20. Add a photo to contacts or individuals - Maximizer CRM Entrepreneur

    I see this popular idea was added to Group and Enterprise. Can it be added to Entrepreneur?

    15 votes
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