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Feature Suggestions for Maximizer CRM

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128 results found

  1. Add a User Defined Field (UDF) Sort Button

    Almost every one of my UDF Tables Lists is out of order. It seems that the minute you manually edit a UDF Tables list order, it is never the same again. Please add a SORT button to the UDF Setup window. I am tired of sitting for hours nudging each UDF, item by item into its proper alphabetical order over and over again by using the Move Up/Down buttons.

    3 votes
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    1 comment  ·  Contact Management  ·  Admin →
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  2. Hurry up and get a proper 'Entrepreneur' smart phone (iPhone and Android) app up and running. One that doesn't cost Come on now, it's 2012!

    Hurry up and get a smart phone (iPhone and Android) app up and running for Maximizer Entrepreneur. One that doesn't cost an arm and a leg. Come on now, it's 2012! You folks are missing out on millions of potential customers. Including me!

    3 votes
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    Released  ·  2 comments  ·  Mobile  ·  Admin →
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  3. Platform Updates Notice

    I hear often of updates to CRM Live, but unless they are an obvious change to the look of the program, I can never tell what they are (or if anything happened at all).

    It would be nice that after a system update if there would be a notice on the dashboard or something on the banner near your user name, that an update occured and what the changes were.

    If something was added/fixed thats valuable, I'd like to know about it and not just stumble upon it weeks later.

    3 votes
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  4. Support for Mozilla Firefox browser in Maximizer CRM Live.

    3 votes
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  5. There should be a Maximizer Web Access section in Feature Suggestions

    3 votes
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    Released  ·  Connie responded

    I’ve added a Web Access category. Unfortunately, each suggestion cannot have more than one category. So please submit suggestions as you see fit.

  6. Ability to Add an Address Block in Microsoft Word Plug-in

    Rather than having to add individual elements to a Word document it would be handy to have an address block merge field (editable - e.g. no country if not needed).

    3 votes
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    Released  ·  5 comments  ·  Integration with other Applications  ·  Admin →
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  7. customer service case email

    Allow ability to modify or customize the customer service emails, allow different subject, fields and notes included in the body of email.

    3 votes
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    0 comments  ·  Customer Service  ·  Admin →
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  8. Read and Full Access not available for Global Edit 2018

    As in the title stated, the Full and Read access of the records are not available in the new Global Edit option in 2018. (These fields can only be edited through the windows application on the server) Please add these fields.

    3 votes
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    0 comments  ·  Web Access  ·  Admin →
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  9. Full Access & Read Access Fields no longer available in the Global Edit function

    I use the Full Access field to designate Archived records or when transferring records from one user to another. Archived fields are updated on a weekly basis and I used to use the Global Edit function to batch edit these records.
    As an example, today I have 45 records to archive and now have to change the Full Access field manually in each individual record - what a waste of time.

    Please reinstate these fields to being available in the Global Edit function as a matter of urgency.

    3 votes
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    0 comments  ·  Admin →
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  10. Email logging security

    Currently when you modify the full/read access when saving an email from the Maximizer Outlook toolbar it still logs the note by default as public. I suggest that this be modified to honor the full/read access selected when saving the email document in order to maintain security standards.

    3 votes
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    2 comments  ·  Integration with other Applications  ·  Admin →
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  11. use email as username

    Have the ability to use the email address as the username.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  12. Change black favicon to a green one so we can see it.

    Please change the favicon for Maximizer Live. It is currently black so when you drag the IE page down to your taskbar, it is black on black and becomes invisible. If you changed the favicon to the green that you have in your logo at the top of this page, then it would be visible and easy to Identify.

    The Maximizer website favicon is green so why not the Maximizer Live website too?

    3 votes
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  13. Link new appointments to case, opp or lead

    The ability to now add appointments and tasks directly on the Today page of the mobile app is huge!
    1. Providing the ability to link them to a lead, case or opp
    2. Conflict resolution honouring the desktop
    3. Sending email or email with ICS
    The above would truly make the app "mobile"

    3 votes
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    Released  ·  0 comments  ·  Mobile  ·  Admin →
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  14. My day starts at 9 and ends at 5 - I would like the calander to show this as a default!! I have to scroll down every time!

    It is a simple thing, but having to do it many times in a day, I would like to be able to set my calendar to show my work hours...Tried to make it register and use as default on a number of occasions without success....

    2 votes
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    1 comment  ·  Admin →
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  15. Note Report Improvements

    The results page of a Note Report need some reviewing as it does not open in a tab / new window that can be interacted with.
    There is no scroll bar when the report goes off screen, in Windows XP at least the Page Up / Down buttons respond, but on Windows 7 \ IE 9 these do not function so there is no way of seeing all the output.
    The only way to extract the report is to Print it or select all the text and then copy / paste this.
    Maybe some form of 'Send Report to..' option…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  16. You should fix your website

    I want to upgrade from CRM 10 but when I select the upgrade feature, it bounces back to the initial screen before completely loading the information on upgrades. Not the best customer experience.

    1 vote
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    2 comments  ·  Customer Service  ·  Admin →
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  17. It should work with playbook

    It works with blackberry phones but not playbook.
    Also you can not go to Web interface. The browser refreshes and informs that my browser is not supported. Is it possible to add a link to try it anyway since we get updates so often that it might actually work if it let's us to sign in.
    I just purchased based the crm 11 and they will update us in a few months. Is it resolved in new version?

    1 vote
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    Released  ·  1 comment  ·  Web Access  ·  Admin →
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  18. Show the company name associated to a contact on a note report in CRM Live

    Show the company name associated to a contact on a note report in CRM Live. As of the moment, it only shows the company name if the entry is an individual of type

    1 vote
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    0 comments  ·  Others  ·  Admin →
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  19. Edit Quick Access Icons

    My quick access icons were already set up for me from my administrator. The problem is they are all the same clock icon. It would be amazing if there was an ability to go back and change these up so I could fully utilize quick access at it's best.

    1 vote
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Admin →
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  20. Possibility to remove company name on personal address when contact is linked to a company

    Possibility to remove company name on personal address when contact is linked to a company

    1 vote
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    1 comment  ·  Contact Management  ·  Admin →
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