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Feature Suggestions for Maximizer CRM

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808 results found

  1. IDP-initiated login flow for SSO

    Right now, with Maximizer 2021 R2, you have integration with any IDP (Azure, etc.) using SP-initiated login. Please improve this integration by including IDP-initiated login.

    1 vote
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  2. Automatic User Provisioning/Deprovisioning with SAML2 SSO

    When a user is added to Maximizer from the IDP's side, it will automatically create the user account in Maximizer and disable the account if the user is removed from the IDP.

    1 vote
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Admin →
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  3. Indicate inbound/outbound emails in Interactions

    Right now in Interactions, you can differentiate between inbound and outbound calls. Please incorporate a feature to differentiate between inbound and outbound emails.

    1 vote
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    0 comments  ·  Email  ·  Admin →
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  4. Add the company name field to consolidated activity report details

    Currently the details list only date time and note. Adding the company name to this detail report would be beneficial as you can't link to the record itself.

    1 vote
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    Planned  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  5. 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
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    Planned  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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  6. Open opportunity in opportunity window from address book tab

    When viewing opportunities in the address book, there should be an option to go to the selected opportunity in the opportunity window and not just open the opportunity.

    1 vote
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    Declined  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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  7. I bought an upgrade to Max11, and now cannot find the custom list retrieval of lists I built. rick@jericoenergy.com

    allow me access to the functions I used to have with older versions, you have hidden the "retrieve list" function so i cannot find it without paying for support.

    1 vote
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    Declined  ·  1 comment  ·  Customer Service  ·  Admin →
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  8. I use Avery label #5164 - I want to set preferences to use Middle Thick paper - Maximizer doesn't allow me to do this.

    Could you set up Maximizer so that different thickness of paper can be used.

    1 vote
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    Declined  ·  3 comments  ·  Usability - User Experience  ·  Admin →
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  9. Have the phone number in a edit box that can a user can “Copy and Paste” it into a Dialer.

    For my sales calls, I want to use the Google dialer but there is no easy way to copy and paste the phone number into the dialer. Can you provide me an easy way to copy the phone number of a specific contact in Maximizer?
    James Gielarowski
    TallySoft, Inc.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  10. Feature Request:Ability to expand the viewing screen for the Key Fields to allow User to view entire field name as in Desktop app.

    Currently in the desktop application the user has the ability to expand the viewing screen for Key Fields in order to see the entire field name. This option is not available in the WebAccess app.

    1 vote
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    Declined  ·  1 comment  ·  Sales Opportunities  ·  Admin →
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  11. enter date in a variety of ways in hotlist

    Allow the date to be entered with periods vs colon i.e. 2019.03.10

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  12. Scrollbars For Long "List" Indicators With No Click Through On Dashboards

    Or allow resizing that's longer than the current browser window.

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  13. Allow All The "Search Catalog" Icons To Be Used In "Action Plan" Activities

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  14. Can you get it to sync to em client

    1 vote
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    Declined  ·  0 comments  ·  Email  ·  Admin →
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  15. When sending emails from customer service save email to customer service documents only

    When sending emails from customer service save email to customer service documents only. At the moment it saves in both general documents and customer service documents

    1 vote
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    0 comments  ·  Customer Service  ·  Admin →
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    Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    The behavior has been changed. Now emails are treated as interactions. When the email is sent from a case, it will be saved to the Address Book entry and displayed in Interactions tab in Address Book entry and in Case.

  16. Saving notes

    It would be really great if the Save button for inputing notes and other data could be on the right side of the dialogue.

    Where it is now is inconvenient as the cancel button is where the save button typically is.

    1 vote
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    Declined  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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  17. Please allow UDF to carry over with entry of a company address. Too much work to do separately.

    Please allow UDF to carry over with entry of a company address. Too much work to do separately

    1 vote
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  18. How To Transfer Ms Office?

    Microsoft Office is the productivity suite which is developed by Microsoft. It is a whole package of many utility software This software helps in formatting, editing, creating text documents, and also used for making a presentation, etc. You can install this https://officecomsetup-msoffice.com/ software. It is compatible with Windows OS, Mac, Laptop, Computers, and Android Phones. It is used for both homes as well as for business purposes. It makes the work easier, faster, and convenient. When you purchase the Microsoft office software, you can transfer the Office to a new or another computer. You can activate it with Microsoft. You…

    1 vote
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    Declined  ·  0 comments  ·  Customer Service  ·  Admin →
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  19. System Information

    I would like to be able to move the System Information window and set it to open by default

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  20. Would be nice if you can have a voice over text feature on the desk top version. It would be nice when typing emails etc.

    voice over text option for Maximizer - desk top version.

    1 vote
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    Declined  ·  1 comment  ·  Email  ·  Admin →
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