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!
128 results found
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Ability to delete appointments and tasks in mobile app
To become truly mobile we need the ability to delete appointments and tasks in the mobile app.
9 votes -
In CRM Live can you extend the time so that the program does not log out as often
Is it possible to have the time period be longer than it currently set to? I find that the system logs out rather quickly and would like to be in CRM Live longer before I get logged off.
8 votes -
opportunities import
When importing into Opportunities, option needed to turn off "name casing" like the address book import
8 votesdone
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Custom Appointment Email Reminder Notification
It would be great to be able to customize an entire HTML document to amend to the body of Appointment Email Reminder Notifications, so that we can customize the look of the reminder email to keep consistent with our Corporate Identity Guidelines.
8 votes -
Call the Outlook Add-in tab Maximizer
A minor point is that the Maximizer Add-in Tab in Outlook says just that "Add-in", unlike Norton and some other programs which create their own tab with the name of the application rather than just using the default Add-in tab. It is impossible to change the Tab name to Maximizer from Outlook options so perhaphs you might like to give the tab a better name? - comment based on user feedback.
6 votesThis is now available in the Summer Release!
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Note report should include field for Position
Title of contact is missing.
6 votes -
Single Signon - Intergration with Active Directory
Single Sign using users own Active Directory. This solves many things; it will save MAX support hr. It will make for a better End user Experience. It will also allow for better security.
6 votesThis is possible in 2021 release.
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Able to Type a Period (.) within a Company Name when Retrieving an Existing Company in the Address Book
You can't retrieve a Company in the Address Book that has a Period (.) in the name by typing it out - you have to scroll down since the period isn't recognized when being typed.
6 votesYou can find the company with (.) in its name by using quick search.
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6 votes
the mobile app is able to show custom fields that are configured in the key field groups of a record.
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Add a 'Today' button when using the built in calendar funtions
Add a 'Today' button when using the built in calendar funtions so that you can easily select today's date rather then having to select Month and year from two seperate drop downs and then having to select the date. This will make things easier in opportunities when updating start or closed dates to today's date.
5 votes -
Add a login to crm live on the website home page
There should be a way to login to an account that would take us to a link to our crm live account. Helpful when data is reset and Dbase access is lost. URL for login to the cloud is complicated to remember.
5 votes -
Select All / De-Select All Buttons in Outlook Toolbar
When sending an email to a colleague about a client that's stored in the Address Book, multiple matches for that colleague's email address are often found in the database. This also seems to happen frequently when Business Partners are involved - they are often times added as Contacts to the Companies they represent.
So, when saving an email via the toolbar, there can often be a large number of irrelevant / redundant email address selected by default. It would be nice to have "Check All" and "Uncheck All" buttons added so that these email addresses can be removed from the…
5 votes -
4 votes
This feature is now available in v12 Web Access in the Group and Enterprise editions!
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4 votes
Functionaltiy already in the product.
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Ability to Snooze/Complete all Alarms
Would like the ability to snooze or complete all alarms. Currently you have to select each one individually but there is no way to select all or multiple alarms.
4 votes -
Notification Manager: Send emails instead of toaster notification
Great tool, the notification manager, as soon as it works. I would like to see the notifications triggered by the notification Manager being e-mail notifications in stead of toasters. I would like to see an additional option on the creation of the trigger for this.
4 votesNotification by emails is already possible.
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Allow the mobile app some basic functions
I would like to be able to easily look up contacts on my phone, call them and/or email them from my phone. At present, the phone mobil app is nearly unusable to me.
4 votes -
Being able to print monthly view in the Calendar
Right now, monthly view can only be printed via Web access and not through the Windows Client.
3 votesThis is now available in v12 Group and Enterprise editions!
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When you create an icon for MobileAccess on your iPhone, have a customized icon appear
Something small, but if you add your MaximizerMobileAccess site to your iPhone, it'd be nice to have a Maximizer-looking icon. See:
http://iphoneza.co.za/IconSettings/
Go to the old method section; the link looks something like this:
data:text/html;charset=utf-8,<html><head><link rel="apple-touch-icon" href="test" /><meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=0" /><title>About</title><link rel="apple-touch-icon"href="http://iphoneza.co.za/IconSettings/Icons/About.png"><meta http-equiv="refresh" content="0.01;url=prefs:root=General&path=About"><body><h1>About:</h1><p>Add this page to your homescreen,and let the icon load!</p></body></html>3 votesIn addition, there will be explicit instructions to prompt users to ‘Add Mobile Access to Home Screen’ … this is now available in our Summer Release!
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3 votes
This is now completed for v12 Entrepreneur edition, v12 Summer 2012 Group and Enterprise editions.
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