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
-
User Profile name appearing in preferences
Please can the User Name displayed when working on Preference settings.
It is quite challenging if you lose track of which user you are on, to have to Save and go back each time.
We have 50 Users.1 vote -
Hotlists
When using hotlists, there should be an easy option, to connect the hotlist task directly to the customer file. Instead of have to navigate 3 pages currently, before getting back to the customer file
1 vote -
Standard procedures.
Address book entry can just be the start of a procedure to add a new customer. There might be visits to arrange, emails to be sent, opportunity's to create, letters to be mailed etc.
All of which could appear on a check list to ensure fullness of data.
Some tasks may need to be carried out later than the initial entry, But NOT time and date stamped to reflect the reality of administration.
A pull down list of customisable "Active procedures" would enable anyone to cover in a colleague's absence and ensure that correct company procedure was followed.
The task…
1 vote -
1 vote
-
accessibility issue - sending emails with outlook needs visual/keyboard clues
At times users need to drive things with the keyword, or a keyword proxy that they can drive with voice recognition like Dragon NaturallySpeaking.
The dialogue that pops up when sending an email is problematic. I have no visual clue as to which option is selected by default, and no way to select between them using the keyboard. I would expect the default option to be highlighted somehow, and if I were to use the up and down arrows that the selected option would change.
Then I could press enter to select the desired option. Also, shortcut keys would be…
1 vote -
margill law interest calculator
Is it possible to intergrate Margill interest calculator to Maximizer?
1 vote -
Improved readability of dates
I run a camping booking system on Maximizer. It would be great to be able after keying in the booking days to search and/or read off arrival days for my customers by the day (text) and not by a numeric.
eg. Arrive: Monday, 26 October 2020, instead of 26October2020. Small issue I know but for me it would be very helpful better able to visualize. :) Tks Ben Barton Mt Barney Wilderness Camping www.mtbarney.com.au1 vote -
Improve "Delete" option in Opportunities
In order to remove an Opportunity one must go to Edit and then Delete. When the Delete option is selected there is a Pop-up that says that deleting will cause all of the information to be deleted. It needs to be modified to state that if it is an Opportunity that you are deleting that the information for the Contact will not be deleted. It is very confusing the way it is now.
1 vote -
Ability to attach document/email to multiple companies at one time
The two options for attaching a document/email (in the Documents section or Outlook integration) require you to choose or lookup companies one at a time. It would be nice to pull up a list in the Address Book and attach the document to all those facilities at one time through a function like Global Edit.
1 vote -
More control over outloook/office 365 SYnc
I would like to be able to:
- Synchronize contacts TO outlook, i never want an outlook contact synced back from maximizer as that seems troublesome .
- Synchronize Calendar Entries Between outlook and maximizer. Mostly we do calendars in outlook, occasionally edit in maximizer.1 vote -
Hi my name is Chris Marabella - Twillio Texting Capability - Should Have Pop Up When Persons Respond
Hi Maximizer,
I am with Marabella Commercial Finance, Inc. and use your Maximizer CRM with our direct lenders and clients. We use the Texting feature that works with Twillio. It is very valuable to us for follow up.
What we don't like about it when some responds to us we really can't know when they do that especially if we send out a large text.
What I suggest create a popup when someone responds to our text.
Thanks and let us know if this is something that you will be making better?
Cell (760) 803-6464.
http://www.marabellafinance.com
Thanks,
Chris Marabella and…
1 vote -
Allow Adding an Individual to a Template Campaign when in Address Book Tab
Hi Maximizer,
I think it is rather cumbersome if you are in an invididual record (address book tab) and you have to click on Email Campaign just to enter someone into an Email Campaign Template. In some of the older versions of maximizer you were able to enter someone in though pushing a button in address book and selecting the individual.
This was much more convienent.
Thanks for considering my suggestion.
http://www.marabellafinance.com
Cell (760) 803-6464
Resectfully,
Chris Marabella - Marabella Commercial Finance, Inc.
1 vote -
File system/one drive support
I hear you may be working on having local one drive links to maximizer. Please don't do it the dumbest way possible which would be to point a fixed path per user as the root of the local one drive.
Keep in mind a given will have different paths to OneDrive depending on where they log in. I use two different machines, and my paths to onedrive are different, and not within my control, on these machines.
Similarly, most of our files are stored in OneDrive libraries, which have different paths on each workstation and are not the same place…
1 vote -
Increase the granularity of Security Setup
Today, we discovered that the ability to opt-in email types is tied to the "Modify System Tables" privilege. This privilege also give the user a number of other rights such as the ability to delete contacts - which we don't want to do. At the moment, I would be happy to have this one piece changed but ultimately, I think it would make sense to have a look at security as a whole in terms of what improvements could be made. For starters, more granularity in general, possibly add field level security and the ability to make changes to more…
1 vote -
Allow the start date of a campaign to be changed
Allow the start date of a campaign to be changed not just by delaying, as this doesn't help if you are bringing the date forward.
1 vote -
Add Appointment - Icon Bar
In the “Add Appointment” window – the icon dropdown menu is vertical. I would like to suggest that it be horizontal like the icon bar in “Add at Task”. It would be much easier to use as with the vertical menu, your mouse moves around before you get to the bottom and then loose the menu bar. Also be able to move the icons around so that the ones you use the most could be first in line. If the bar is horizontal that is not as important.
1 vote -
Shopify integration
Shopify integration would be great, thanks
1 vote -
1 vote
-
save email to maximizer with keyboard only
would like to be able to assign keystroke that would take an Outlook message and save it to maximizer, bringing up the appropriate dialogue if necessary. A documented solution using autohotkey would be sufficient.
1 vote -
Display label of the name favorite list at the top of browser screen
When you select a favorite list - it would be nice to see what list your working on - a glance. Would be nice if you could display the name of the list at the top of the screen.
1 vote
- Don't see your idea?