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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Filter Audit Users from Sales Team UI
Currently, the "Team Leader" will show a list of all members of the Sales Team, even those that are limited to "audit" permissions.
In many cases, users from other departments need to be granted access to the Opportunities functionality, but they are not "active" members of the Team and should therefore not be listed in any of the various drop-downs in the UI.
I believe the existing "audit" role can be used to accomplish this limitation without requiring significant reprogramming of functionality.
This would go a long way towards keeping the UI as clutter-free as possible.
1 vote -
User Setup Grid Sorting
Currently, when the user setup grid in the Web Administrator module is sorted on any column other than "user id" the sort is lost when returning to the grid after editing a user's details. The grid needs to retain the sort order between user edit operations.
It's incredibly slow and painful to continue to have to re-sort the grid when making many changes to a specific group / department of users.
1 vote -
Key Fields Grid
In the Web Access Administrator, the Key Fields maintenance grid only shows 2 columns:
Name
Requested ByThis can be easily expanded to also display:
Full Access
Read Access
Description
Applies to Modules
Creation Date
Created By
Currently, it's impossible to quickly review this information. You have to manually drill-down into each list. With more than 60 lists defined in the database, doing any meaningful analysis is next to impossible.1 vote -
Coloring Rules Dialog
The Coloring Rules setup dialog needs to be similar in functionality to the Column Setup / Search Catalog dialog screens. It needs the "Show All" / "Show Mine" toggle and the Full Access / Read Access values need to be visible in the grid. It's impossible to quickly determine details about a Coloring Rule setup without drilling down into each rule separately.
1 vote -
Auto-update document categories
When I select and send a specif email template, I would like the Document Category to auto-update based on the email template that I've sent.
For example:
If i choose any of my appointment email templates ('Appointment in person', 'Appointment over the phone' etc), I want the document category to have automatically updated to Appointments.There would be a relationship between the email template and the Document Category
Staff often forget to update the Document Category, therefore, having it populate automatically, would improve data quality.
This would also be ideal when sending mass emails too.
1 vote -
1 vote
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Remove BCC recipients from emails attached to Maximizer.
In older versions when you attached an email to Maximizer, the BCC recipients were not included in the email attachment display. For reasons of confidentiality, that is why BCC is used. Please let us choose to shut that OFF.
1 vote -
Notes in Customer Service Cases should indicate the CS Case they are related to
Notes printed from Customer Service cases should include the CS Case number field in the printout. Currently when printed, the CS notes and contact notes look the same. In the event you pass the printed note to an admin they may not realize that that the note relates to a CS Case. This results in wasted time.
1 vote -
Prontoforms integration
Integrating Maximizer as one of Prontoforms Data sources. Would be great if this would be implemented to make form flow and customer management process smoother.
1 vote -
When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them
When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them. We often make profiles for couples and they both would like to receive our emails.
1 vote -
Allow for mass upload in Knowledge Base
it is really painful to have to upload each document one at a time.
zen desk allows for drag and drop multiple files, same with zoho
1 vote -
Allow for customization of any fields I want to show in auto emails for service cases
Currently the Service Case email receipts only show X data.
You should allow for customization in the ADMIN section in regards to all the fields I want to show as well as add LOGIC
1 vote -
Optional Case Emails
This is something a customer questioned me on and it is quite a good suggestion.
Would there be anyway that when creating Cases the automated email that is generated and sent to the customer could be an optional thing? I.e some kind of UDF flag Yes\No style thing?
There are some instances whereby a Case creation email is not required.
Thanks1 vote -
It would be very helpful if we could customize/add/ delete the fields in the insurance tab on contacts file.
It would be very helpful to be able to create folders and subfolders within the client file. As it is currently just a list it is not efficient to search for individual files.
1 vote -
Global edit of Territory
Ability to do a global edit on Territory instead of having to do a territory alignment to update this udf.
1 vote -
VOIP integration with ring central
there used to be the ability to have incoming calls pull up the Max customer or t omake phone calls and log them using Max.
Would be nice to have that feature
1 vote -
Allow us to filter widgets in custom tab
The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.
1 vote -
Wordpress Users (or Gravity Forms entries) to Maximizer
Zapier is excellent to connect these things up but there is only an option for Maximizer (Canada). I need to connect my Wordpress forms or users to Maximizer. Is there a solution that I'm missing?
1 vote -
integrate with Asset Map
Is integration with Asset Map availableÉ
1 vote -
Active Users
The Desktop version used to offer a way to see if there were users currently logged into Maximizer. This was done in the Administrator Tool.
The new web version does not appear to have that ability. This ability is helpful if a system reboot or website restart is needed.
1 vote
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