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!
525 results found
-
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 -
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 -
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 -
Integrate web to lead with new Leads module
The new leads module is great, however leads have to be manually entered or come from the upload of a list (CSV etc). Integrating the lead module and web-to-lead functionality would be a logical next step so that web leads automatically enter the lead module for handling (assigning, tracking, reporting etc). In it's current state it doesn't really benefit my firm but would greatly improve our process and lead tracking if this functionality were there.
65 votes -
Excel Add-In
Provide an add-in for Excel, similar to the Word add-in which is supplied with Maximizer. This would allow the use of Excel for quotes or other documents which would have addresses or other information linked to the Maximizer database.
64 votes -
Insert the same document on multiple records with Global Edit
With the Global Edit, we can insert the same Note on multiple records.
We need the same feature to insert documents through the Global Edit.60 votes -
Complete recurring appointments
When completing a recurring appointment the user is prompted as follows:
'Do you want to change the "complete" status of all the other occurences of this recurring appointment?'
OK Cancel
We request that the buttons be Yes and No rather than OK and Cancel. The current labels are not intuitive.
58 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 -
Email Reminder for Hotlist Tasks
Since we now support email reminders for appointments to support mobile access users, we should also support email reminders in hotlist tasks. Otherwise, there is no alter for mobile access users to deal with a task.
56 votes -
Zapier integration with the Leads module
Zapier integration with the new leads module is currently not available, would be great to add this endpoint for the leads module for integrations moving forward.
56 votes -
Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.
Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done. Outlook has similar behavior when assigning tasks.
54 votes -
53 votes
-
The ability to assign more than one user to a single hotlist task
The ability to assign more than one user to a single hotlist task
52 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 -
50 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 -
Ability to backup Maximizer Live
I used Maximizer Enterprise for years and one of the great features was the ability to backup the entire data base and store it remotely. I experimented with Sugar CRM this past year and they do not allow you to back it up. Only they can back it up. Well... my data got scrambled in Sugar and there was no backup (backup was scrambled. Now back to Maximizer Live and really like it but we need to be able to back it up locally. Depending on the cloud to backup your data is very risky.
49 votes -
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 -
Confidence Rating improvement
Suggestion to Improve Confidence Rating use.
The program should be rewritten as follows:
Each Confidence rating should have a probability attached to it, just like the stages. The logic would be as follows:
- Set a probability rating for each stage.
- Set a probability for each Confidence rating.
- If the Confidence probability = the Stage probability, use the Stage probability.
- If the Confidence probability is less than or greater than the Stage probability, use the Confidence probability.
This would make the Pipeline much more accurate. The effect would be to tweak the probability and get it much closer to the truth.…
47 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
- Don't see your idea?