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
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Include Address Book entries in email reminder switch
This has caused us no end of grief. We periodically have clients tell us that they did not get the email reminder for their appointment. We would go into the appointment and sure enough, the switch is OFF. We check a bunch of past and future appointments and sure enough, some are off.
We call support get with much effort we discover together that the last settings are remembered the next time. I believe, if you reinstall your browser or clear the cache, those settings are lost.
Today, one of the receptionists checked an upcoming appointment and tells me that…
3 votes -
Help Centre, Whats New section should have a chronological list
A client today realised that the new release has changed where emails go, so I was going to point them at the release documentation, until trying it myself I realised that only the very latest one is there (regarding Word integration), with no ability to look back at what else had been released. It would be great if there was say the last 5 release notices there available to look at
3 votesWe are working on a web-based help platform now. We will be able to support the upgrade history so the customers can track back the changes in previous releases.
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Show outgoing call subject in his notes tab similar to emails
Subject line when making an outgoing or incoming call does not show in the notes page. E-mail subject lines do. Rather than seeing the "text" say phone call: XXXX say subject:XXXX like e-mails do when stored in notes.
2 votes -
Allow configurable mandatory fields for user creation
When creating a new Maximizer User, it should be possible to define which fields are mandatory on a per-database basis, similar to how mandatory system fields can be configured for the Address Book, Opportunity, and Customer Service modules.
This would allow administrators to define certain fields (like First Name) that must be filled in prior to the creation of a new User. Currently, only User ID and Last Name are mandatory for on-premise databases.
This needs to be expanded to increase the accuracy of data available for each User and simultaneously allows for greater personalization options in the application.
2 votes -
Change Time Zone in Calendar When Scheduling Meetings.
The client has offices across the country. There are times when a Toronto staffer is planning to visit the Vancouver office, and wants to create a meeting request within Maximizer that is set for Pacific time for all the invitees he wants to add out there. Currently, if the meeting is made within Maximizer, he can’t set the time in Pacific time.
Outlook handles this by allowing for the selection of the time zone for each individual meeting.
2 votes -
More ways to contact clients - telegram, whatsapp, etc.
For each phone number, i can configure a number of services - phone, telegram chat, telegram call, whatsapp call, etc.
System wide, i select which services we use with clients, and an associated icon and URL scheme. You would prepolulate with telegram, whats app, skype, the rest are up to us.
On the contact details tab, instead of just a phone icon, which uses the tel: URL shcheme, there are also iconds for skype, telegram, whatever else I set up.
Further, for services not using phone numbers for addressing, they can be listed as "Communications" rather than "PHone" but show…
2 votes -
2 votes
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2 votes
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is it integrated with Ring Central, Nice Incontact
is it integrated with Ring Central for individual users and Nice Incontact for contact centre agents
2 votes -
Lets talk about improving service!!!!
I've had many issues with Maximizer CRM 11. Currently I'm not able to open the software, very difficult to have a productive work day, when I cannot contact clients.........The tech department does not allow one to talk to a person!!!!! Maximizer does not respond to emails..... the sales representative that sold me the product will not return calls.......
1 voteHi Myron, I will ask someone to get in touch with you ASAP. Thank you for your patience.
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Partner Portal: access to Customer Services cases
It would be nice to be able to access the CS cases from the client's record without going to the "CS module".
1 vote -
Global edit note with Important flag
The new global edit screen does not allow adding a new with the important flag. In the previous version it did.
1 vote -
PDF managment
The first would be the selectable ability to print documents from templates to pdf and have all the pdf’s go into a single pdf file, separated by page breaks. This feature was lost in the cloud version, We used to use such a feature to send a large pdf file full of invoices to a print and mail out shop.
1 vote -
PDF
when printing to pdf’s with individual files, to select the ability to structure the file names to include at least one of the address book fields, including a UDF field in the file name. At present, it looks like I’d get a bunch of cryptic file names that I’d then have to open individually and customize a meaningful file name from the contents of the pdf.
1 vote -
Multiple suggestions
Wow do i have a lot! First, there has to be a better way to see other people's suggestions (and vote on them) rather than 97 individual pages of 1214 suggestions.
Bring back the daily time slot function when entering To Do's so we can SEE where we've already blocked off times.
Allow text to be added to notes (i.e. when cutting/pasting emails) WITHOUT adding a line between each paragraph.
Bring back the radio buttons for the various phone numbers related to Contacts when placing calls so we don't have to drop down to see the one(s) we want.
ALLOW…
1 vote -
1 vote
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Add option when Global Editing Read or Full Access
When Global editing the Full or Read access field there is no add option to allow you add a user to the existing settings. Replace isn't suitable when the records to be edited have different access settings
1 vote -
Multi-Group Ownership Expansion
In the Address Book, the Full Access and Read Access fields support multiple Security Groups. This needs to be extended to:
UDF Setups
Column Setups
Search Catalogs
NotesThis would significantly decrease Security Group complexity where users from multiple departments require access to the same UDF.
1 vote -
All All / Remove All Buttons on User Setup
When administering a user in the Web Access Administrator, there is no way to quickly remove a user from all of their Group / Team memberships. Each box must be clicked (which triggers a postback) and then the Remove button must be clicked to execute the operation.
In the Windows Administrator, the list item could be double-clicked to remove it - or ALT+R could be used for even faster performance. The Web Access Administrator is too inefficient when working with a large number of users on a large number of Groups / Teams.
Since ALT+R would not work in a…
1 vote -
User / Group Security Matrix Update
With the advent of large-screen monitors, the access rights UI for Users and Security Groups should be updated to take advantage of the full width of the screen.
All permissions, privileges, and roles should be visible without having to scroll. It would make reviewing permissions much faster and accurate.
1 vote
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