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!
116 results found
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Dependent List field values
Possibility to link 2 drop down lists to filter the second one values based on the first one.
Field 1:
- A
- B
- C
- DField 2:
- A1
- A2
- A3
- B1
- B2
- B3
- C1
- C2
- ...if B is selected on field 1, field 2 must display only B1, B2 and B3.
257 votes -
Improve Column Setups
Make it easier to create and modify column setups:
- Drag & Drop fields to add/remove headings
- make preview with some sample data appear in the same space149 votesOver recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.
We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.
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Maximizer Unicode
Maximizer needs to be a fully unicode compliant application. When integrated with other tool, the records created by synchronization contain often ??? instead of Chinese or Japanese characters.
126 votes -
Date UDF issue with "Include in Hotlist" attribute
Date UDF's that have the "Include in Hotlist" attribute have one major flaw: a Hotlist task is added to all Maximizer users!
As an example, we have one called "Next Follow-Up Date". Even though I didn't add it to the client records, I received 4 tasks in my Hotlist today!
Can a future version of Maximizer CRM track who added a date UDF with this attribute to a client record and add the Hotlist task to that user's record only? Or even better, change the attribute to 2 attributes: "Add to all Hotlists" and "Add to user's Hotlist who used…
49 votes -
Better favorite lists management
Please make it easier to manage large customer lists for sending email marketing campaigns - add/edit/remove from lists.
- Have the actual data content of the favorite list display in its own window (or following window) - whenever new customer records are added or removed, the favorite list will reflect the updates right away.
- Enable drag and drop from the main window into the 'favorite list window' and vice versa for adding/removing entries
- Be able to easily tell which favorite lists that each customer belongs to
47 votes -
Column Setup for Documents, Notes and so on
Please add the possibility to also setup columns for all windows including Notes, Documents and so on. The standard column setup is sometimes not detailed enough.
44 votes -
Inconsistent / confusing search behaviour when searching Address Book fields from Case/Opportunity windows
Maximizer has the options to search/display user defined fields from the address book entry in the case/opportunity windows, but they are not consistent.
If an address book field is added to the column setup in the case/opportunity windows Maximizer always displays the value against the company attached to the case/opportunity. It doesn’t matter if there is a contact associated with the case/opportunity or not.
When doing an All Fields search in either the case/opportunity window Maximizer and selecting address book user defined fields, Maximizer will search fields from the contact if one is attached or company fields if no contact…
40 votes -
Ability to create a memo field UDF
Add the option to create a Memo type (nvarchar(max)) field as a UDF. The maximum length for a UDF is currently 255
31 votes -
Column setup
Add the option to adjust the columns in the Customer Portal.
At this moment the columns can't be changed in the Customer Portal. there are a few colum views you can choose from, but not the option to add a UDF to a column.
30 votes -
Formula UDF improvements
We cannot use a formula UDF in another one. this means that we have to create incredibly complex formulas if we need to use IF functions etc.
25 votes -
Lead Conversion - Notes and Docs
Currently when a lead is converted, the notes and documents from that lead are copied to the address book. When an opportunity is created though, it would be easier if the users could see the notes and docs in the opportunities module rather than address book. To that end, it would be good if the user had the choice to have the notes and documents copied to the opportunity when a lead is converted rather than just the address book. This could be via a tick box.
24 votes -
UDF visibility based on field based formula rule
Allow rule based visibility of UDFs (similar to rule based mandatory status of UDFs). For example, UDF is hidden, but make it visible (unhidden) if field based rule returns true. E.g. UDF First Enquiry Date is Hidden, but make it visible if Category = Customer.
20 votes -
Access Partner Info within Opportunity
Once a partner has been assigned to an Opportunity, it would be useful to have access to the partner's information from within the opportunity module. At the moment the only info available seems to be the partner's name.
19 votes -
Leads - Catalogue Search and Dashboards
Please can you provide advanced search capability in the Leads module, similar to the address book, that will also allow catalogued searches that can be used in Dashboards. Having a leads module is great, but typically management wants to see an overview of the leads that can sometimes be easily accomplished in the dashboards.
18 votes -
Global Edit shortfalls
The Opp Stage & Status are unavailable in Global Edit, nor in the CSV Import function
18 votes -
Ear-mark e-mails in Outlook in-box once they are saved to Maximizer -- to eliminate doubt that causes operator to re-save
When I receive an e-mail, I try to discipline myself to immediately save it to the record of its sender before I double-click on it in the inbox, and then click-on Reply, Reply-all, or Forward to respond.
But sometimes I forget to first save the incoming e-mail. Sometimes, even if I HAVE saved the incoming e-mail, I may forget whether I have saved it or I haven't.
Instead of searching for the sender's record in Maximizer, then checking the sender's Documents to verify whether or not I'd already saved the e-mail, I typically re-save that e-mail to Maximizer to save…
18 votes -
Notification Toasts for Date fields
It does not appear possible to create a toast\notification for Date fields. Could this be added in a future release - just the population \ change of a date would be sufficient?
Thanks18 votes -
To assist Users in complying with CASL., the "Opt-in email type" field should be an available field for Global Edit and Importing
We're about to begin migrating several thousand customer entries and want to use the "Opt-in email type" field in order to comply with anti-spam legislation. We're not able to see the "Opt-in email type" field under the Global Edit options. Is the only option to manually change individual records? It would be beneficial to have the "Opt-in email type" field available as an import field as well.
17 votes -
Custom Tab to allow inclusion of Opportunities and/or Customer Service Cases
Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab
17 votes -
Account Lockout
Client has requested such a feature. This is important as we move further into the Enterprise and SaaS space, having Maximizer SQL accounts lockout (or deny access at the application level) when more than a configurable amount of failed attempts to login is encountered. Once locked out the user can have a reset link sent to their email address stored against the Maximizer user.
15 votes
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