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Feature Suggestions for Maximizer CRM

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76 results found

  1. outlook integration

    Adding the outlook integration tool considerably slows down outlook. Typing lags, program pauses (better than before when it used to crash). but, we are losing significant processing speed and time while working in outlook. If I remove the add in it works just fine, as soon as I add it back in the system slows down/freezes and is the same on several of our office machines so it's not just my computer. We're using the last outlook integration...we uninstalled and re-downloaded whatever was available on Maximizer around Mar13'24

    3 votes
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  2. outlook add in is very slow

    I know you rolled out a new outlook integration on Feb29'24. That has helped to keep outlook from crashing, before that it caused so much crashing I had to remove the outlook integration add in. But, the new one is very slow, even though I have it set to synch every hour, it is slowing up my computer every few minutes. We need another upgrade.

    3 votes
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  3. voice command siry

    voice command with siry to make calls for instance

    1 vote
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  4. carplay

    would be nice if integrated with carplay or android auto

    1 vote
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  5. Add in contacts

    Adding records to Maximizer through the Outlook or Gmail add-ins should honour mandatory and default field requirements. There are too many holes left in data that can be missed if this is not completed at the point of entry.

    3 votes
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  6. Zapp for Google Contacts Needs Some Work

    exporting contacts to google contacts:
    1. Need to be able to apply a labels, so I can label all contacts that were exported from Maximizer, and I might want to apply labels like prospect, client, etc. from a field as well.
    2. need to export their photo if they have one.
    3. The default create contact for google needs to be populated with basic contact info (email 1-3, phone 1-3, mailing address).

    2 votes
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  7. Make the phone dialing not stupid

    The current dialing is a total failure in user experience design. Cick on the phone icon and the dial menu will be populated with a different phone number, not the one you clicked on.

    What I want is to click the phone icon, and it dials the service i want. using the tel: url scheme.

    And i call call the client on signal or whats app or whatever with similar iconds. Or send a text message with appropriate icon via SMS or any other service with a url scheme for sending texts. I have a different icon for each service…

    1 vote
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  8. Outlook Integration - assigning cases when creating

    When using the integration to Create a Case, it is not currently an option available to assign an owner.

    Could this option be added?

    9 votes
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  9. Monitor interactions in Zapier

    We currently poll for notes changes. We should do same for interactions. Use case is that a user has a specific type of interaction (face to face meeting) and they want to see the Last Face To Face Meeting Date in a UDF. The zap can update this like a trigger.

    3 votes
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  10. Eventbrite Integration

    Request for an Eventbrite integration to allow creation of events and management of respondents within Maximizer.

    1 vote
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  11. 4 votes
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  12. Stop throttling Zapier with 13 minute intervals

    I have been wondering why some of my Zaps take so long to trigger so I put the question to Zappier Support and was informed that Maximizer has written it into their API to not allow further triggers to access the server for another 13 minutes.

    So while my Zappier account polls every 2 minutes, Maximizer will hold any triggers that it receives for 13 minutes from the last run trigger before it will accept the next batch.

    So basically, from your first zap run of the day, the work your zaps are expected to do will be run in…

    3 votes
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  13. Update Microsoft Word Integration installation instructions

    Update the Microsoft Word Integration installation instructions so they are similar to to the ones provided for the Outlook add-in. Line #3 appears to be missing ie: 1. Click the Download button on this page to start the download.
    2. To start the installation immediately, click Open or Run this program from its current location. To Save the download to your computer for installation at a later time, click Save or Save this program to disk.
    3. To configure Outlook Integration for Maximizer CRM Live, copy the text below and paste it into the Maximizer CRM Live URL field when…

    3 votes
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  14. Zap pollling action that triggers just once

    I’ve created a zap that triggers when a case is polled and a field is set to Yes. I’m wondering if there is a setting that would trigger this zap only one time.

    The use case is this.

    I have a Yes/No field for ACCEPTED which is a specific request applied to cases. When a case is first set to ACCPETED = Yes we want this email to go out. That works fine as is.

    Later, if a user edits the case, the ACCEPTED value remains Yes and another email goes out. Can we suppress the 2nd…

    6 votes
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  15. Google calendar integration doesn't include related attendees

    I've set up my Google Calendar integration. It works. Google calendar has a feature to identify the invited party (in addition to the person scheduling it). When I look at the Maximizer appointment, I see the scheduler's email address but not the email address of the invited parties in Google. Kind of defeats the purpose because I already know the scheduler (me).

    3 votes
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  16. Integration with Dataphile

    Have Maximizer integrate directly with Dataphile. SalesForce does it.

    4 votes
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  17. Outlook Integration - saving emails to new and existing contacts

    Currently if you try to save an email to Maximizer including a distribution list that includes existing contacts and new contacts, the integration only detects the existing entries and doesn't bring up the 'create new entry' dialogue.

    The only way around this is to manually create the new contacts in Maximizer first.

    The suggestion is for the Integration to be able to detect existing contacts, but also provide the 'create new entry' dialogue as well.

    3 votes
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  18. Automatic User Provisioning/Deprovisioning with SAML2 SSO

    When a user is added to Maximizer from the IDP's side, it will automatically create the user account in Maximizer and disable the account if the user is removed from the IDP.

    1 vote
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  19. IDP-initiated login flow for SSO

    Right now, with Maximizer 2021 R2, you have integration with any IDP (Azure, etc.) using SP-initiated login. Please improve this integration by including IDP-initiated login.

    1 vote
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  20. allow connection to okta for single sign on

    We use Okta authentication for single sign on to all of our applications. This gives us control over MFA and password expirations across all applications. But Maximizer in the cloud does not integrate with Okta. It would be greatly beneficial if it did.

    1 vote
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