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Feature Suggestions for Maximizer CRM

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525 results found

  1. Dependent List field values

    Possibility to link 2 drop down lists to filter the second one values based on the first one.
    Field 1:
    - A
    - B
    - C
    - D

    Field 2:
    - A1
    - A2
    - A3
    - B1
    - B2
    - B3
    - C1
    - C2
    - ...

    if B is selected on field 1, field 2 must display only B1, B2 and B3.

    257 votes
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  2. "Transfer Address Book entries" button on WebAccess

    We are using different databases for our different subs. We need to transfer address book records between databases but this feature is not available in WebAccess.

    204 votes
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    Under review  ·  9 comments  ·  Web Access  ·  Admin →
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  3. Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)

    Currently, users can free-type into any basic fields that have a drop-down list (such as "Position" or Opportunity "Objective") even when they don't have the Access Right "Modify System Tables" which enables them to add items to the drop-down list.

    One of our biggest customers needs to be able to restrict this so that the users can only select from the list, not free-type into these fields.

    We think the best way to do this would be at field level, rather than user level, such as in the Administrator > File > Preferences > Mandatory fields - you could have…

    190 votes
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  4. Convert Individual record - Copy all basic fields and UDFs to Company and Contact records

    When we convert an Individual Record to a Company/Contact, the fields are carried over to the Contact record but not to the Company.

    Example : The "Partner" field value isn’t carried over into the Company record, although it is available on the Contact record.

    Please copy automatically all fields and UDFs to both records during the conversion or give the ability to choose manually which field to copy...

    151 votes
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  5. Improve Column Setups

    Make it easier to create and modify column setups:
    - Drag & Drop fields to add/remove headings
    - make preview with some sample data appear in the same space

    149 votes
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    Under review  ·  Maximizer Admin responded

    Over recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.

    We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.

  6. Integration with phone system (VoIP/others)

    To display callerID, company, easier to document calls

    143 votes
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    Under review  ·  Maximizer Admin responded

    Please note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.

  7. Items level security

    We need to be able to hide or display items of table fields (UDF and basic field) based on security groups.

    144 votes
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    0 comments  ·  Others  ·  Admin →
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  8. Ability to access alternate email address if contact has multiple emails

    If a client has more than one email address the only way to use the alternate email is to open the contact window and then cut and paste the alternate email address.

    143 votes
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    6 comments  ·  Email  ·  Admin →
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  9. Maximizer Unicode

    Maximizer needs to be a fully unicode compliant application. When integrated with other tool, the records created by synchronization contain often ??? instead of Chinese or Japanese characters.

    126 votes
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  10. 121 votes
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  11. Ability to delete Default Key Fields

    Ability to delete or otherwise restrict access to the <Default Key Fields>. Otherwise allow edit of the name so this can be re-purposed.

    119 votes
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  12. Allow preview of merge fields in emails / email templates

    Would be great if you could preview the merge fields, like you can do with the letter merge fields, when using Emails and Email templates.

    118 votes
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    4 comments  ·  Email  ·  Admin →
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  13. Contacts to automatically inherit UDFs from Company/Individual

    If a certain UDF is blank at the contact level, then just inherit the value from the same UDF at the company/individual level

    117 votes
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    Under review  ·  Maximizer Admin responded

    Could you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.

  14. Allow complex queries for Dashboard indicators and enable users to scale indicators

    Many people want to make a dashboard indicator from multi-select table fields and the way Maximizer uses the fields makes this useless.

    What we should be able to do is derive a bar chart or pie chart from a SQL Query. But currently you can only use a single number result from a query.

    Another common dashboard item request is to show a bar chart of the number of notes made by each user for a period of time. It’s a trivial query to write, but at the moment you have to write one for each user.

    That leads to…

    111 votes
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  15. Support "Friendly" Company Names

    In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" or "IBM" and be taken to the same record.

    97 votes
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  16. We want to be able to do a backup of our CRM Live database on our own computers at our office.

    Provide a way for us to backup our database on our hard drives in our office. Do not like having something so valuable only accessible via someone else's cloud based servers.

    89 votes
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  17. Add ability to Copy Appointment in the Calendar

    A customer of ours has suggested it would be really useful to be able to copy an appointment in the Calendar, and paste this on a different date, so they don't have to re-enter the details again.

    85 votes
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    1 comment  ·  Calendar  ·  Admin →
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  18. Outlook integration. When you save an email to Maximizer with the Outlook integration plugin

    An option to uncheck related contacts by default in the Outlook integration webaccess.

    When you save an email to Maximizer with the Outlook integration plugin, Maximizer shows the companies or contacts which are related to the email addresses from the email you would like to save to Maximizer. In case of a lot of companies/contacts that are related to the email you have to uncheck multiple times. (10 to 15 times in my case)

    it is annoying and more effort than checking the one contact you want to save to. An option that makes the contacts being unchecked by default…

    81 votes
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    4 comments  ·  Email  ·  Admin →
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  19. Recurring Hotlist Events

    There should be an option to set a task as recurring with the ability for daily, weekly, monthly, yearly reminder options. Also to put in an end date or number of occurances and on a specific day if needed. Like outlook or goldmine tasks.

    78 votes
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  20. New contact inherits UDF of campany

    New contact inherits UDF of campany

    72 votes
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