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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no user report that shows users currently logged into Maximizer Web Access
Can we see the number of users logged in via web interface from same window which displays the users were logging into Maximizer through Windows access
20 votes -
Word add-in: Option for convert to PDF and save to Maximizer
An option in the Word add-in under the Save to Maximizer button to "Convert to PDF and save to Maximizer". Similar but slightly different to the other excellent PDF requests on here.
20 votes -
integrate with excel
Please add the add in for excel so i can add excel documents in my address book and save in that window rather than download and save and up load. version control is a nightmare
20 votes -
Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case'
Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case' from the Outlook Plugin.
At the moment its not possible , and the user creates a ticket from an email received, but then needs to go into the portal to change a priority etc20 votes -
Auto-fill in the persons email address as I type in the TO, CC and BCC fields
Kinda like Outlook, Mozilla or Gmail does it.
19 votes -
Access Partner Info within Opportunity
Once a partner has been assigned to an Opportunity, it would be useful to have access to the partner's information from within the opportunity module. At the moment the only info available seems to be the partner's name.
19 votes -
Hosted Solution: A document previewer, rather than a download each time would be useful.
When looking at multiple documents of one client - a preview option would be useful, rather than downloading each of them.
(Client request)19 votes -
Link to a local or shared document on the network Webaccess
We would like to link a formula field to a file on the network. In the windows application of Maximizer it is possible to Set a file link in the formula field as a hyperlink. That is working as it supposed to work. But in the webaccess the hyperlink option adds http in front of the formula. We would like to see the option <Set as link> next to the <Set as hyperlink> option on creating UDF's. So it just copies the real link into the browser/explorer of windows, without adding http to it.
19 votes -
Folder structure for emails
Create a selectable mandatory field option so that outgoing and incoming emails can be saved to pre determined categories.
Current situation of simple time and date stamping of emails under a contact makes finding historical email conversations painful & time consuming.
If users don't want to be able to save under user created categories then they can deselect the option.
But if selected, the sending and saving cannot occur unless a selectable field is ticked as unless its made mandatory users will not save to categories unless it is mandatory
19 votes -
Provide integration with Microsoft Power BI
Provide integration with Microsoft Power BI
19 votes -
Maximizer - Word integration needs improvement - If adding an additional name to a merge field, it prints on all subsequent letters
Either fix the merge fields so you can choose First Name, Last Name or allow additions at the preview phase that don't get printed on the next letter.
18 votes -
Outlook Calendar Sync to copy Location to matching field
When synching appointments to Outlook, include the Location from Maximizer in the Location field in Outlook and vice-versa.
18 votes -
Integration with LinkedIn, Facebook and other social media
We had the integration with LinkedIn in past versions of Maximizer and then it was removed. Our sales team use many forms of social media and an integration with one or more would be extremely beneficial.
18 votes -
Notification Toasts for Date fields
It does not appear possible to create a toast\notification for Date fields. Could this be added in a future release - just the population \ change of a date would be sufficient?
Thanks18 votes -
Outlook integration for Leads
Add the ability in Outlook to save the following to leads also:
Received Emails
Contacts
Sent emails18 votes -
leads two pane
The leads module should present two panes as in the address book (and the rest of the CRM). Specifically, we want to keep the leads list view at the top and add a details/notes/docs/activities widget format at the bottom. Much better for speed and reducing clicks.
18 votes -
Email should log attachment name to notes
In Maximizer Live address book the native email functionality has the ability to log email to notes. The logged not at this point does not include reference to the attached file name. This should be included in the note so that clients can refer back to specific files which they may want to store outside of the CRM due to large size.
18 votes -
"Date Last Contacted" field in Leads Module
I would love to be able to sort my leads in the Leads Module by date last contacted so I can see who I haven't reached out to in a while.
18 votes -
Global Edit shortfalls
The Opp Stage & Status are unavailable in Global Edit, nor in the CSV Import function
18 votes -
Ear-mark e-mails in Outlook in-box once they are saved to Maximizer -- to eliminate doubt that causes operator to re-save
When I receive an e-mail, I try to discipline myself to immediately save it to the record of its sender before I double-click on it in the inbox, and then click-on Reply, Reply-all, or Forward to respond.
But sometimes I forget to first save the incoming e-mail. Sometimes, even if I HAVE saved the incoming e-mail, I may forget whether I have saved it or I haven't.
Instead of searching for the sender's record in Maximizer, then checking the sender's Documents to verify whether or not I'd already saved the e-mail, I typically re-save that e-mail to Maximizer to save…
18 votes
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