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!
808 results found
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voice command siry
voice command with siry to make calls for instance
1 vote -
Retain format of phone notes when opened in Notes section
Phone notes appear unformatted when view as a regular Note in the Notes tab. Make the phone note formatting consistent whether viewed in Notes or Interactions
1 vote -
It would be nice to customize the opps viewer to show contact instead of Company
it would be nice to customize the opps viewer to show the contact instead of the company?
1 vote -
Spell check in notes data entry hint its 2024
Spell check
1 vote -
Make complete item in drop-down field appear
Currently, the drop-down field of a table UDF in a Key Fieds set is too short to see the complete text of an item. Please adjust such that either the field is wider or the complete text of the item pops up. Checking and unchecking the items is inefficient. (From Rick Bofinger/Jerico Financial)
1 vote -
search task with using partial names
When attaching a client name to a task, the 'task with' search function requires the full last name to be typed. It would be great if it could use partial names or better yet, start showing the potential contact names while you're typing...similar to the global search feature (which is great btw) Thank you.
1 vote -
Syncing with outlook
Syncing with outlook - I would like to be able to only have certain events synced from my outlook calendar. For example, I could tag phone calls, zoom and in office meetings - then have only those events synced. It would de clutter my calendar
1 vote -
Bring back Edit mode in address book
Edit mode in address book
I cant believe you have removed this feature.
The workflow of double clicking ANYWHERE in the bottom half of the details area was much faster for us that the current update. We don’t like having to click the specific pencil button to edit. Prefer to have it edit when we click on a field.1 vote -
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 -
Sales Team Enabled Flag
With each change in sales leadership in an organization comes a change in Sales Team makeup and distribution. Currently, there is no way to "retire" a Sales Team to preserve it for historical purposes without it continuing to clutter the various drop-downs in the UI.
There needs to be some capability to "retire" a team so that it can no longer be assigned to new Opportunities while still allowing it to be available for historical searching / reporting purposes.
1 vote
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