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!
812 results found
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Use Swimlane User Interfaces
This is useful not just insales opportunities, but in a to of places.
For example, in a particular sales process be nice to see a swimlane like interface with contacts in each lane. Anytime an item transfers from one state to another (ie steps in a sales process).
I might want to look at everyone in the "call" swimlane, phone them, and then move those contacts to a "email" swimlane of a "give up" swimlane. Or I might move a task between categories like waiting for, call, email, admin.
Look to HubSpot and Trello for examples and inspiration.
1 vote -
Make creation date editable in interactions.
Ability to change creation date in interatictions for to do items as was possible previously when to do items were logged into notes.
1 vote -
One-way contact Synchronization to Gmail Address Book
Either:
- each contact or other address book has an "add/update to gmail" button. it updates the contact with a "maximizer label in gmail". I do this manually.- the above but for a favorites list or some other query. Anything in the list replaces contact in gmail when I press the synchronize button. It happens only manually.
Or even a button for each address book entry (worse than above but workable) — make vcard for contact entry. it etiher downloads to my desktop or you email it to me or something.
Why do I want this?
Because I use google…
1 vote -
I hate the look of this latest update. How about you give us our colors back.
If some people want monochrome let them chose that as an option don't force it on everyone. I prefer the previous color theme I've been using.
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1 vote
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1 vote
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Easier way to Link Opportunity or a C/S case to a calendar entry.
Link an Opportunity or a C/S case to a calendar entry within the calendar.
Without the need to go out of the calendar. Old windows client used to do this1 vote -
Eventbrite Integration
Request for an Eventbrite integration to allow creation of events and management of respondents within Maximizer.
1 vote -
Globel edit Managed/Won accounts from in progress
When we have blocks of busness transferred to our firm all the accounts come in as in progress, we used to have the ability to global edit those and change to Managed accounts or Won - that option has been taken away. I would like that to be brought back. This also happened when we transferred from Act database to Maximizer i am sill going through my accounts that state in progress to individually change them to Managed. It is a lot of work.
1 vote -
Alternate address Phone numbers
Add a Phone Number field to alternate addresses.
Often we will have companies with a number of alternate addresses/Offices but no way to store separate phone numbers for different sites1 vote -
Opportunity Duplicate Checking.
Add a "Find Duplicates in List" to the Opportunity window with identical functionality to the option already in the addressbook window.
1 vote -
Liv Pure Weight Loss Tablets
Sigh? Posolutely, it's fouled up although that column dealt with Fat Burner. You have to do this manually. Last of all, I have noticed over the last year a Weight Loss Gummies that performs an affectation for a Weight Loss Gummies. This should answer your questions on why you want Fat Burner if this stuck to small baby steps. Fat Burner is not treated fairly. Of course, you will get what you paid for. There are many arrangements to skin a cat.
1 vote -
Email delay on hotlist task
Implement a delay on email when a task is created – if the task is for a week or so out – the email gets sent when processing occurs - near time.
We would prefer to be able to assign a task and send an email closer to the date the task is required to be completed.
1 vote -
Make the phone dialing not stupid
The current dialing is a total failure in user experience design. Cick on the phone icon and the dial menu will be populated with a different phone number, not the one you clicked on.
What I want is to click the phone icon, and it dials the service i want. using the tel: url scheme.
And i call call the client on signal or whats app or whatever with similar iconds. Or send a text message with appropriate icon via SMS or any other service with a url scheme for sending texts. I have a different icon for each service…
1 vote -
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1 vote -
Default Entry for Saved Search and Column Setup
Right now, setting up a Default Entry for Saved Searches and Column Setups is not available. Since there is already Default Entry options for Address Book, Opportunities, Customer Service, Notes, Documents, and Interactions, there should be one for Saved Searches and Column Setups
1 vote -
Empty List upon Opening a Maximizer.
There is a major frustration of ALL new clients I spoke with. They do not understand why their Maximizer List is Empty and where to look
There is clearly a need to have a Flash Form or some sort of Pointer to the View -> All Entries...
It could be done with a java script displaying an arrow to the Menus...
or a Flash form containing Menu Item for View (we can make a checkbox not to show next time) (This is probably the easiest to implement)Second;
What is that MORE button for? I think I makes it even…1 vote -
Notes of Hotlist default to Public
Right now, when you create a task under a contact, if the contact is assigned a security group, the task itself defaults Full Access to Public. Adjust it such that tasks created for a contact follows the contacts' security settings for Full Access and Read Access.
1 vote -
Matchmaking Astrologer in Delhi
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1 vote -
Gun Milan Services in Delhi
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1 vote
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