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Feature Suggestions for Maximizer CRM

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32 results found

  1. "Transfer Address Book entries" button on WebAccess

    We are using different databases for our different subs. We need to transfer address book records between databases but this feature is not available in WebAccess.

    204 votes
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    Under review  ·  9 comments  ·  Web Access  ·  Admin →
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  2. Preference for Date Format in Maximizer Web Access

    In the Maximizer CRM Windows Client, users can choose whether all dates in Maximizer are displayed as Long (4 January 2016) or Short (4/1/16) under Setup > Preferences > Format.

    However, this preference doesn't appear to exist in Maximizer CRM 2016 Web Access, and if you change this preference in the Windows Access, it doesn't reflect in the Web Access.

    Please add this functionality to Maximizer CRM Web Access in future versions? Thanks

    97 votes
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    in progress  ·  14 comments  ·  Web Access  ·  Admin →
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  3. WebAccess Emails and Outlook 'Sent Items'

    One limitation of sending emails via the Maximizer Web Access is that it doesn't create an entry in Outlooks sent items.
    Would it be possible to add an optional feature where the server creates a sent item in the users 'sent items' folder?

    67 votes
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    3 comments  ·  Web Access  ·  Admin →
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  4. Duration in business days

    The new duration field would be more useful to banking and business users if the concept of business days + skip weekends + skip holidays were taken into account. We often have a process which initiates on a date and then other deliverables are due after business days, weekends and holidays are accounted for. The present system only accounts for days.

    48 votes
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    1 comment  ·  Web Access  ·  Admin →
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  5. Organisation Chart

    Will the organisation chart feature in the application version of Maximizer be making its way to WebAccess? Or is it there and I have not spotted it?

    43 votes
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    Under review  ·  5 comments  ·  Web Access  ·  Admin →
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  6. Increase Maximum Upload sizes in the Web Client

    The 4MB limit for web access uploads is too small for many customers who wish to load larger documents and emails with attachments. The Maximum upload size needs to be configurable by the administrator - possibly on a per user basis.

    42 votes
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    4 comments  ·  Web Access  ·  Admin →
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  7. Maximizer Web Access telephony integration

    Provide outbound dialing and inbound caller detection integration based on TAPI as per Windows client. This will allow clients who require Maximizer telephony integration to switch to Maximizer Web Access as their main user interface.

    37 votes
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    1 comment  ·  Web Access  ·  Admin →
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  8. Add Make Selected List Current option to right click menu

    This would be a great little addition to save time for users - tick multiple entries, right click on the address book and have the ability to make the selected list current - many other Edit Menu items are available but this one is missing.

    36 votes
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    2 comments  ·  Web Access  ·  Admin →
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  9. Strategy libraries

    In Maximizer web access it does not seem to be possible to access the Strategy Library to create new Strategies or modify existing ones! Could this feature be added?

    35 votes
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    3 comments  ·  Web Access  ·  Admin →
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  10. 2FA or MFA Support

    I'm quite surprised that Maximizer doesn't even have this as a current idea.

    Most web based systems have some form of 2 factor authentication.

    I would like to see Maximizer follow suit so we can leverage something like DUO - https://duo.com or even Google Authentication for tighter security around our CRM logins.

    30 votes
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    3 comments  ·  Web Access  ·  Admin →
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  11. Add a difference in activities for Tasks and appointments

    Add a way to see the difference between a Task and an Appointment in the activities Tab.

    This could be done with an icon or a color rule.

    29 votes
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    Planned  ·  0 comments  ·  Web Access  ·  Admin →
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  12. Automatic selection of "key fields" dropdown depending on a user defined field

    At the moment you need to manually select from the key feilds drop down, there is no option to have this selection automatic. Please add a user defined field which switches the key field based on the selection?

    25 votes
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    3 comments  ·  Web Access  ·  Admin →
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  13. Maximizer Web Access - add read receipt option to email compose window

    Add a read receipt option to the email compose window in Maximizer Web Access - like there is in the Maximizer CRM Windows client

    25 votes
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    2 comments  ·  Web Access  ·  Admin →
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  14. Saving an email to an Opp in Outlook is hard to choose between Opps from one company.

    In Outlook integration when saving an email to an opp: Changing the column setup will only make it easier to find the company/contact from the opportunity. But on the next fase it is hard to choose an opportunity when the Objective is always e.g. Upsell. It is hard to make the opportunities within a company differ from each other. Please make this customizable or add description to the screen.

    22 votes
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    3 comments  ·  Web Access  ·  Admin →
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  15. no user report that shows users currently logged into Maximizer Web Access

    Can we see the number of users logged in via web interface from same window which displays the users were logging into Maximizer through Windows access

    20 votes
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    2 comments  ·  Web Access  ·  Admin →
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  16. Link to a local or shared document on the network Webaccess

    We would like to link a formula field to a file on the network. In the windows application of Maximizer it is possible to Set a file link in the formula field as a hyperlink. That is working as it supposed to work. But in the webaccess the hyperlink option adds http in front of the formula. We would like to see the option <Set as link> next to the <Set as hyperlink> option on creating UDF's. So it just copies the real link into the browser/explorer of windows, without adding http to it.

    19 votes
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    0 comments  ·  Web Access  ·  Admin →
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  17. leads two pane

    The leads module should present two panes as in the address book (and the rest of the CRM). Specifically, we want to keep the leads list view at the top and add a details/notes/docs/activities widget format at the bottom. Much better for speed and reducing clicks.

    16 votes
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    Under review  ·  4 comments  ·  Web Access  ·  Admin →
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  18. UDF Description fields

    When you create a UDF you have the option of writing a brief description of the purpose of that field. When you come to add a UDF value this description is visible in the desktop application but not in the web client. Could it be added to the web client, ideally to be visible when you "float over" the field name?

    16 votes
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    0 comments  ·  Web Access  ·  Admin →
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  19. Note reports sort options

    At this moment when you run a note report on the addressbook records that are listed in the Addressbook, a report will be shown that will sort all the notes on Last name of the contacts. Usefull if you search for a note related to a certain contact. But not usefull if you only know the company name.

    On creating a Notes report it is very usefull that the user can change the sorting order. (Companyname, last name, creation date etc.)

    13 votes
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    Planned  ·  0 comments  ·  Web Access  ·  Admin →
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  20. Copy note from one entry to another entry

    We would like to see an option to transfer a note or multiple notes to an other entry. E.g. a note from an company to an opportunity, other company, individual etc.

    13 votes
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    1 comment  ·  Web Access  ·  Admin →
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