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!
816 results found
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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 -
Leads - Catalogue Search and Dashboards
Please can you provide advanced search capability in the Leads module, similar to the address book, that will also allow catalogued searches that can be used in Dashboards. Having a leads module is great, but typically management wants to see an overview of the leads that can sometimes be easily accomplished in the dashboards.
18 votes -
Select where to convert Lead module email, Notes & Docs to.
When converting a lead to an opportunity it would be helpful to be able to specify where emails, docs and notes are stored - either at address book or in opportunity.
Many sales enquiries need to be verified before converting to Opps but once verified the emails docs etc should be accessible for a particular Opp.18 votes -
Action plans
Currently in a task you can add more then 2000 characters I am hoping that it can also be added to action plans as you can only add 255 characters in a task in action plans
18 votes -
Update last modified date when saving email from Outlook add-in
When saving an email with the Maximizer Outlook add-in (Windows and Web ) the Last Modified Date of the record does not get updated. It should be.
18 votesThis is one of the fundamental behavior in Maximizer. When Notes and Documents are added to a record, the “Last Modified Date” is untouched.
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Change Default for Yes/No UDF
At present if a Yes/No UDF is mandatory, when creating a new company/contact the system will automatically allocate No as the default without prompting the user for an answer. Could this UDF always prompt for an answer if it is made mandatory.
17 votes -
Change warning message when deleting 1 appointment from a series of recurring appointments
If you delete 1 appointment in a series of reoccurring appointments, it says "Are you sure you want to delete ALL of the selected Appointments" which suggests you are going to delete ALL of the appointments in that series, which is misleading.
It then asks whether you want to "Delete All Occurences" or "Delete Only This Occurrence" so there is no need for the first message.
17 votes -
Integration with LinkedIn, Facebook and other social media with Maximizer
This integration allow the sales and marketing team to share and schedule the campaign and blogs direct from maximizer.
17 votes -
To assist Users in complying with CASL., the "Opt-in email type" field should be an available field for Global Edit and Importing
We're about to begin migrating several thousand customer entries and want to use the "Opt-in email type" field in order to comply with anti-spam legislation. We're not able to see the "Opt-in email type" field under the Global Edit options. Is the only option to manually change individual records? It would be beneficial to have the "Opt-in email type" field available as an import field as well.
17 votes -
Custom Tab to allow inclusion of Opportunities and/or Customer Service Cases
Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab
17 votes -
Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live
Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live
Currently there are iPhone/Android Apps to scan business cards which can import directly to iPhone Contacts and SalesForce CRM. It would be nice if these apps could work with Maximizer CRM Live. The option should exist to add the card info as a "Lead" (for a brand new lead) or add the contact info to an existing Address Book Entry (company), as a new Contact for that specified Company. This would help eliminate a great deal of data entry work, on an ongoing basis.17 votes -
Allow pdfs & Word docs to appear in Company Announcements on My Work Day section
Currently you can only upload text or html files to the Company Announcements section for them to appear in My Work Day. Even with html files, images do not appear on that page. This should be fixed as well as allowing pdfs and Word docs to be uploaded and appear visible to all users on the My Work Day page
17 votes -
Allow leads fields to be edited
Allow the system fields in the leads module to be edited or hidden as many are not applicable to certain businesses and cause confusion for the user.
17 votes -
Include Notes data within Dashboard indicators
Ability to crate Saved Searches using Notes and Documents data and filter on all the parameters and text searching fields within these data objects. This would then flow onto ability to see this "activity" at a Dashboard level.
17 votes
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