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!
75 results found
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Email Font - Calibri
In the email font preferences 'Calibri' isn't an option to select. It can be selected when writing an email, just not when setting preferences. Please can this be added?
15 votes -
Web Following Grid Framework Default Values
Set default values for checkbox widget and DropDown widget. Also the selected option should "stick" when moving from one company to another rather than resetting itself which is what happens now.
13 votes -
View in browser link for email campaigns
This is something that you see on lots of email campaigns and it would be a good addition to Maximizer.
The email may not format for the recipient correctly for some reason their email client and this gives them an option to see the email in a web browser
It would be good if the email was still merged with the customers fields when they view it this way.
12 votes -
Input specific dates for action plan activities, rather than number of days from start date
For us, each action plans differs for each opportunity and the number of days from start date for each activity varies for each opportunity. Would like to be able to schedule an action plan by inputting specific dates for activities, and not having to calculate number of days from start date.
12 votes -
Add notes to multiple contacts or companies at once
I would like to be able to add notes to multiple contacts/companies/individuals at once. We occasionally have multiple customers attend the same meeting. It would be great to highlight all of those customers, and add a manual note and be able to input the information from the meeting.
12 votes -
I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to be easily add a note get the addres
I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to easily add a note get the address entry pulled and see service cases, opportunities…
10 votes -
List records in the Web Access
For a Custom Action project, we need to be able to populate the Address Book list from either ClientID/Contactnumber or Parent Keys.
9 votes -
Set Process when inserting opportunity via SQL
We often use maximizer.data or maximizer.web.data to get the relevant ids and then do the insert or update operations required via sql. However when inserting an opportunity in 2017 via sql, there doesn't seem to be a way to set the process (default or otherwise).
A stored proc or documented way of doing this would be nice.
9 votesMoving forward, this should be done through API.
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Add a shipping module to Maximizer for UPS, FedEx and USPS like Quickbooks. s using the info.
There must be other users that need to ship items to contacts in Maximizer and have to resort to other programs and then transfer the info to customer service.
9 votes -
create single user opportunities permission
Teams are a valuable if often abused and misunderstood part of opportunity management. I have often been thankful for the facility of dynamic teams. The biggest problem with teams is not teams, but the inability to stop people creating single user opportunities. While the use of default records can largely overcome this. I think the facility to ban single user opportunities system wide could be a useful security permission.
8 votes -
Created Date and Modified Dates to be available for Key Field selections
We would like to be able to add Created Date and Modified Date to the Key Fields for Accounts and Opportunities and these are only available to use in the column searches
8 votes -
Alarms
I would like to see alarms pop up on your screen like they did in the old version with snooze options. I am not always sitting here to hear an alarm and usually have multiple screen open.
7 votes -
Parser for LinkedIn and/or XING
A customer of us is interested in a parser that would extract information from XING and/or LinkedIn similiar to an addon he used for a different CRM software that he used before changing to Maximizer CRM.
As XING and LinkedIn are getting more and more important for todays business it would be a great help to keep contact informatio up to date. A possible parser (might be an AddOn) would help them to add contacts/companies/individuals faster and therefore save money.7 votes -
7 votes
My Work Day will be replaced by a dashboard in the future.
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Access to Imported Records
When someone imports records into Maximizer, after the import all imported records FULL and READ access is set to Public.
Would not it be logical to setup access identical to Default Entry settings?7 votesWhose default entry to follow? If the administrator performs import, the imported entries shouldn't follow the default settings of the admin.
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export documents and notes in chronilogical order into one file
Due to Subject Access Requests we often have to print out in hard copy on single sided paper all emails, documents, notes and other files in chronological order including date stamps and headings. It would be very helpful if it were possible to do this as a report to a pdf file or similar.
6 votes -
Multiple partner email addresses
I suggest a warning be issued when using an email for an address book entry flagged as a partner so that it doesn't accidently link data together that probably shouldn't be.
6 votes -
Add Cell formatting to the Grid Integration Framework
It would be nice to be able to apply custom formatting to a row in the Grid Framework such as the ability to set the background color of a specific column or columns.
6 votes -
update "Favorite reports" to dynamic reporting from static
Currently the favorite reports are static. by this I mean when you run the report under search and save it in favorites it is a snap short of that current condition and does not account for any changes or additions.
As a simple example, if you have acitve and non active clients and you create a favourits report to only show active clients then each time you add a new client or you have a client move on you need to re run these reports from scratch and then save them again. This also applies when you are correcting data…
6 votesWe already allow the users to save a set of search parameters (saved searches).
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Data fields to perform validation on user entered input
In (most) fields that expect a date value (eg: Data UDFs, System Fields, Searching, Dashboards), if we are allowing free-text for entering dates, perform validation on the date before accepting it as valid input, and return a "not valid" pop-up in cases where it can't be converted to a real datetime value.
5 votes
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