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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Custom note filter for existing list
We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.
258 votes -
Create a native Mobile App for Android and iOS
Although the Mobile website of Maximizer works okay, I would like to see a native app built for Maximizer Mobile. This would stay on your device and could provide offline access to contacts. You could build it a lot like the app that was designed for Blackberry but extend it to Android and iOS platforms.
230 votesplease add any suggestions for the mobile on this thread
http://suggestions.maximizer.com/forums/917173-feature-suggestions-for-maximizer-mobile-native -
Implement a Quote Management Module in Maximizer
There is no feasible way to create quotes in Maximizer, which is losing us potential customers. A company who uses Maximizer should be able to create a quote based on a product catalogue that actually connects to the Opportunity Management System rather then an unsupported/old order desk solution that is not a fitting function.
211 votesWe have launched several integrations with Accounting and Quoting applications that allow you to enter the contact information once in Maximizer CRM Live and then have it appear in your preferred quoting app, and then in Maximizer CRM LIve be able to see the quotes and invoices that were created. More integrations are coming to Maximizer CRM Live and are accessible through the App Directory.
Additionally, there is an excel based quoting tool that allows you to customise your quotes as needed.
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Automatically format phone number when entered manually
Phone numbers are often copied from emails or websites and pasted into Maximizer. If the formatting is not manually changed to the standard format of (000) 000-0000, lists and entries are inconsistent. It would be very helpful to have the phone number fields apply the standard formatting of (000) 000-0000 regardless of how the number was entered, much like the way a manual entry of an Outlook contact is handled. For example, all of the following entries would be reformatted to (604) 601-8000:
a. 6046018000 (currently this the ONLY formatting entry that does this)
b. 604.601.8000
c. 604-601-8000
d. (604)601-8000…160 votesdone in version 2017
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Introduce HotKeys to the Webaccess
We would like to see that HotKeys are available in the Webaccess. E.g. the Hotkey to make a phonecall to the selected contact: <F7> as it is in the Windows application of Maximizer.
152 votes -
Change Log
I would love to see any data changes to a company /contact/ individual being logged into the history - ie. address change, company change, email address change. (ex: July 18, 2012 Email Change: john.smith@abc.com --> jsmith@abc.com).
Currently you can't tell if any information has been updated, or what it was updated from!
144 votes -
recurring tasks
Request from a client to have the option to create recurring tasks. Soem client's you need to call on a montly basis = this way you only need to schedule 1 task for all "Monday's" for the next year.
138 votes -
Show address book history under an opportunity record
From web access I would like to be able to see my address book history while viewing an opportunity. This could be additional filter options in the history tab itself or a separate address book history tab that follows the opportunity. The windows client presented three tabs and facilitated seeing the address book notes while you were on an opportunity. From web access we have more navigation to do the same thing.
121 votes -
Formula Date Fields
Formula UDF fields: need a function like Today and Isblank for dates. Comparison with eg. Dispatch Date will show overdue if Receipt Date is blank and Today - Dispatch Date is more than eg. 7 days. Then we can show any deliveries that are overdue in eg. red.
115 votesWith the release of Maximizer CRM v2017 in October ’16 we included a duration UDF type, which calculates based on Today().
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Support for multi-day appointments / events from Outlook
Currently Maximizer has no support for Multi-day appointments and therefore can't sync them from Outlook, however it tries...
It is also dificult to find this information out as it doesn't appear in the manuals.
So what happens when this does happen (Maximizer 12 Winter and Exchange 2010 with MaxSync)
- A multi-day appointment gets added to outlook
- An appointment gets created by MaxSync for the first day of the multi-day appointment.
- MaxSync the updates Outlook and makes the multi-day appointment into a single day appointment.
This should be in the manual.
These appointments should be ignored or supported.111 votesWith the release of Maximizer CRM v2017 in October ’16, multi-day appointments are now supported.
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Possibilite to turn a UDF's like mandatory only if other UDF's or Basic Field was selected
For example: If I select the field A (independent this be a BF or UDF) I want that the field B and C being mandatory.
107 votesMandatory UDF based on rules feature was released with Summer 2013 release.
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Web Client - Hotlist - Doesn't show Appointments
Non-completed appointments do not show in your hotlist with ‘Show Appointments’ ticked and ‘carry forward unfinished tasks’ ticked.
This needs to mimic the existing functionality in the Windows Client.
107 votes -
Google Apps integration - gmail, google contacts and google calendar
Gmail - save emails from gmail into Maximizer, sync emails between the 2 (send/receiving from one will show up in the other)
Google Contacts - sync contacts between Maximizer and Google Contacts
Google Calendar - sync appointments between Maximizer and Google Calendar102 votesGmail Integration for Web Access has been implemented as an Open Source project. This project is available for download through our Developer Connect website. Go there to see more details.
I have split off the Google Contacts and Google Calendar into two other features. If you feel they are important, please add your votes there:
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Improve the initial search result view when saving email from Outlook using the Web toolbar
It is not always possible to differentiate between records that are displayed by the "Save Email to ..." when saving emails to Maximizer when using the Maximizer Web Toolbar for Outlook.
This is more of a problem for Opportunities as not everyone can distinguish between Opportunities by only using the Company / Status / Stage / Close date / Objective fields. We have customers were they have multiple open opportunities with the same customer and the only differentiator between opportunities is the product, so the current search result doesn’t help.
This is less of a problem for Cases and Address…
89 votes -
Hotlist Task Activity limited to 255 characters
Hotlist Task Activity has too little space to write. There should be a way to increase this? Number of characters to be set? I understand the idea of Maximizer that each time a new task must be created, and the old one moves to historical (completed). For us that is not very practical. Moreover we find it patronizing that Maximizer is to determine how we should work.
88 votesLimit has been increased to 9K.
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Audit trail to track which records are deleted or exported
I have a customer who would like to be able to see who has been deleting records and which ones they have deleted and tracking exporting of records. This is very important if a person with full rights is leaving the company and potentially taking data with them to a competitor.
80 votes -
UDF for Leads records in the new Leads Module
The new Leads Management Module is a big step forward ! Maximizer becomes modern and intuitive for users !
To have more flexibility, we should be able to create UDF on Leads and map these fields to UDF on Contacts/Companies/Opportunities.79 votes -
"User" merged fields in email templates
Using Word, it is possible to add "User" fields such as "My Display Name" and "My Email Address" to a template. This feature is currently not available for Email Templates.
68 votesYou can insert any basic field or UDF of an Address book entry, opportunity, case or user information (such as contact details of the sender or today’s date or other) as a merge field in email template
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Saving emails with attachments
There should be something visual to let the user know that the email saved in the documents tab has an attachment. Currently we need to open each one at a time.
65 votesIn 2022 R1 release, emails with attachment displayed in Interactions tab will be indicated by an attachment icon.
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I would like to see an ability to insert the "Current Date" into a formula in a UDF field.
I would like to see an ability to insert the "Current Date" into a formula in a UDF field. It would give the ability to do custom aging fields. Thank you.
65 votes
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