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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Campaign tracking codes - for non-techie users
Have a button on the HTML editor to add the 'e-mail opened' tracking code within an image tag at the bottom of the page (just before the closing body tag) for those users who have been selected by their bosses to manage campaigns and are not HTML savy.
I encounter this problem all the time with clients. They are just not able to get it right.
36 votes -
Open a docx document and save it back to Maximizer word document (update in stead off creating a new copy)
When you open a MS Word document from Maximizer you can edit this document. But when you save this document back to Maximizer a new copy is added to the documents tab in Maximizer. We would really like to see a save option to update the same document in Maximizer.
Because on opening the document in MS Word, the name is changed by adding tmp to the name it can't be updated back to Maximizer.
36 votes -
Linking Documents between the Address Book and Opportunities
Right now, documents created in the Address Book is not visible in Opportunities (of the same company) and vice versa. Would like the 2 to be linked please.
35 votes -
Default entry for tasks or appointments
We would like to have the ability to default the activity (and possibly other fields) in a task or appointment. The activity or subject would be text or a drop down item.
35 votes -
Auto delete emails option from outlook when saving emails from the outlook toolbar for web access.
The outlook toolbar for the web product needs to be improved so it has similar functionality to the current email window in Maximizer for legacy based users. Please include an option to automatically remove/delete the email from the inbox after the email has been saved.
35 votes -
Create Contact From Outlook
When using the outlook toolbar to Create Contact, you cannot edit/populate the address, phone or email addresses.
It would be very handy to be able to do this especially if you are creating a contact from an incoming email.34 votes -
Skip blank fields in Word integration
When using the v12 Word integration, we would like the ability to not print and trim out blank fields and not print blank rows. Examples of problem fields for this type of integration would be Middle Name and Address Line 2. If some records have a Middle Name and/or an Address Line 2, presently I can't use Word merge fields effectively because some records have extra spaces and extra lines. If the merge fields had an option to 'Not print if field is Blank' this issue would be resolved. Presently the NameandAddress object does skip blank lines but…
34 votes -
New Contact inherits user-defined fields
I would like to be able to have an option that my staff can't tick this box.
34 votes -
Adding items to a table field in Edit Mode
When in edit mode, I don't have the ability to add an item in a table field. This is important when gathering new information from a customer. When I'm on the phone with a customer it is important to be efficient with their time and my time.
33 votes -
Attach multiple contacts to a custoemr service case
Sometimes you need to attach multiple contacts to a case. This is particularly important if the case is created from an incomming email where muliple people are CCd. At present this would create multiple cases.
33 votes -
Have an option to start outlook when you click on an email address in the webaccess
Have an option to start outlook when you click on an email address in the webaccess like the mailto: links.
32 votes -
Ability to modify built-in email templates
When we book appointments, an email is sent to client. I would like to be able to modify the contents by default, including adding removing fields, not having to modify every email each time.
32 votes -
document preview
The original versions of Maximizer had a preview pane for documents. We sorely miss this option and would like to see it reinstated for Web Access. Downloading every document is generally time consuming and an unnecessary inconvenience.
32 votes -
Ability to create a memo field UDF
Add the option to create a Memo type (nvarchar(max)) field as a UDF. The maximum length for a UDF is currently 255
31 votes -
Column setup
Add the option to adjust the columns in the Customer Portal.
At this moment the columns can't be changed in the Customer Portal. there are a few colum views you can choose from, but not the option to add a UDF to a column.
30 votes -
Can Action Plan Tasks be dependent on completion of the previous task rather than the start date of the Action Plan?
For example, I send an original document away for approval and it takes about three weeks from the time I send it away to get it back. It would be nice to not have to calculate it from the start date of the Action Plan since there are several steps in between the start date and when I get my paws on the document to send it away. The actual time frame is rarely the same but the interval I want to set between tasks always is.
30 votes -
"New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature
"New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature
30 votes -
Printing Notes with HTML layout
In the Windows client it should be possible to print notes with the HTML formatting. (Ideally this would be an option of the current print to dialogue).
30 votes -
2FA or MFA Support
I'm quite surprised that Maximizer doesn't even have this as a current idea.
Most web based systems have some form of 2 factor authentication.
I would like to see Maximizer follow suit so we can leverage something like DUO - https://duo.com or even Google Authentication for tighter security around our CRM logins.
30 votes -
Default Attachments Linked to Email Templates
We are just wondering whether we could make a suggestion on email template. We are sending out the same attachment to a specific email template every time, so we are thinking if we can have default attachment linked to the text email template could help us a lot. Please let me know what you think and whether that is achievable or not, hope to hear back from you soon. Thank you.
30 votes
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