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!
38 results found
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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.
143 votes -
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.
118 votes -
Outlook integration. When you save an email to Maximizer with the Outlook integration plugin
An option to uncheck related contacts by default in the Outlook integration webaccess.
When you save an email to Maximizer with the Outlook integration plugin, Maximizer shows the companies or contacts which are related to the email addresses from the email you would like to save to Maximizer. In case of a lot of companies/contacts that are related to the email you have to uncheck multiple times. (10 to 15 times in my case)
it is annoying and more effort than checking the one contact you want to save to. An option that makes the contacts being unchecked by default…
81 votes -
Include attachments with email templates
The email templatges are great and save a lot of time. A nice improvement would be the ability to store a template with mutiple attachments. This way if my template is a meeting confirmation then the attachment could be a map of the venue.
This is important for Financial Services clients who cannot rely on their clients to follow links to files and must be able to show the content of correspondence.
67 votes -
Multiple Email Addresses in a Single Email field
Like most other products do it would be good to be able to enter multiple email addresses into say the Email 1 field, separated with a comma (,) or a semicolon (;). This would cater for communicating with both people in a couple
65 votes -
Trouble finding Opportunity/Case when saving email from Outlook Toolbar
This comes up from different customers for different reasons, but it is essentially the same issue. The user can't easily find the correct record to save the email against.
If the user has "Confirm when saving email" turned on (which I would always recommend doing anyway), the initial list returned may not show enough unique information to identifiy the correct record to save the email against.
This becomes more a problem as the length of the initial list returned grows as the sort order is not obvious.To help find the correct record you can use the manual search feature,…
39 votes -
Auto delete emails option from outlook when saving emails from the outlook toolbar for web access.
The outlook toolbar for the web product needs to be improved so it has similar functionality to the current email window in Maximizer for legacy based users. Please include an option to automatically remove/delete the email from the inbox after the email has been saved.
35 votes -
Have an option to start outlook when you click on an email address in the webaccess
Have an option to start outlook when you click on an email address in the webaccess like the mailto: links.
32 votes -
Default Attachments Linked to Email Templates
We are just wondering whether we could make a suggestion on email template. We are sending out the same attachment to a specific email template every time, so we are thinking if we can have default attachment linked to the text email template could help us a lot. Please let me know what you think and whether that is achievable or not, hope to hear back from you soon. Thank you.
30 votes -
Please have an option to attach a user's auto signature to an email retrieved from a template.
At a company that shares many form email templates, retrieving the template overwrites a user's email auto signature. It is a pain to have to save a copy of every template for each individual user so that their auto-signature is included. Please make an option to include the current user's auto signature at the end of an email retrieved from a template.
22 votes -
Auto-fill in the persons email address as I type in the TO, CC and BCC fields
Kinda like Outlook, Mozilla or Gmail does it.
19 votes -
Outlook integration for Leads
Add the ability in Outlook to save the following to leads also:
Received Emails
Contacts
Sent emails18 votes -
Email should log attachment name to notes
In Maximizer Live address book the native email functionality has the ability to log email to notes. The logged not at this point does not include reference to the attached file name. This should be included in the note so that clients can refer back to specific files which they may want to store outside of the CRM due to large size.
18 votes -
Mass Emails
during our busy time of the year.. we tend to have up to 700 clients per month to contact. as of right now.. there is a character limit for the To: , BCC, or CC . would be nice to have this unlimited which will allow us to send as many client an email at a time.
15 votes -
Assistant Email or Email Address 2/3 Auto Send in CC in Bulk Messages
Would be ideal if a client's assistant can be automatically cc'd on all correspondences either using one of the email fields or a UDF. Would also work if multiple emails can be added to Email 1 field separated by comma or semi-colon.
15 votes -
Add DKIM Support for Emailing via Office 365 (and others)
As more and more clients use modern SMTP servers and route their Maximizer emails via services like Offices 365, it is becoming more important to support modern email authentication systems to ensure emails actually go out. DKIM is such a system and Office 365 expects it: https://en.wikipedia.org/wiki/DomainKeys_Identified_Mail
Clients like Thrive are seeing emails get missed because just setting the SPF record is not enough for Microsoft to fully approve emails as being legitimate.
14 votes -
Reminder Templetes
Should have more features to customize the reminder emails sent to clients. option to add and remove difference options to better customize our templates
13 votes -
Add the option to request read receipt when sending emails from Maximizer.
In the financial services industry, it is very important to be able to request read receipts when sending regulatory documents to clients. Without this feature, we are not being compliant with the regulators and it forces us to use outlook instead of Maximizer, which is not efficient. Please add this feature.
13 votes -
Make it possible for email read receipts to be saved to a contacts record
Read receipts are critical components of maintaining communication records, especially in the investment/securities industry.
12 votes -
Save multiple emails from Outlook to Maximizer in a single step
When I select multiple emails for multiple contacts in Outlook and then execute "Save to Maximizer", all the emails are saved to all the contacts selected. I would have expected for each email to be saved to the corresponding contact.
12 votes
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