Feature Suggestions for Maximizer CRM

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  1. Proper handling of return values for formula UDF date functions

    Right now:
    "Any formula that supplies an invalid date to the Date function will result in a blank value. For example, the function “Date (2012, 4, 31)” is invalid since the month of April does not have 31 days. If this function is part of a larger compound expression, the entire expression will evaluate to blank."

    Adding a IsBlankDate() predicate function would go a long way to allowing formula UDFs to track blank date fields and respond accordingly.

    1 vote
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  2. 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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  3. 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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  4. Autosignature handling

    Using autosignatures is great, enabling you to share email templates for consistency in appearance from all users, EXCEPT for 1 thing. When you choose to change to a template that is not set as your default, it replaces the default message template with the new one, BUT DOES NOT reattach the autosignature. The end rersult is that you have to have multiple personalised templates for everything else other than the default standard template - the same issue you have if not using autosignatures - very stupid & frustrating!

    3 votes
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  5. 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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  6. Include Address Book entries in email reminder switch

    This has caused us no end of grief. We periodically have clients tell us that they did not get the email reminder for their appointment. We would go into the appointment and sure enough, the switch is OFF. We check a bunch of past and future appointments and sure enough, some are off.

    We call support get with much effort we discover together that the last settings are remembered the next time. I believe, if you reinstall your browser or clear the cache, those settings are lost.

    Today, one of the receptionists checked an upcoming appointment and tells me that…

    3 votes
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  7. Have a work space for each contact for ongoing work

    I would like a note or workspace that stays visible beside each contact name so that I can have my on going work visable.
    For example - you want to keep a list of your next steps for a client or remember something very important going on with them... I would like this as a unlimited character workspace that is always visible so I don't have dig through the notes.

    1 vote
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  8. Allow more than 5000 characters in notes

    The character limit of 5,000 when entering a note for a client is far too low!! I'm constantly running up against this limit and having to make other arrangement (e.g. save separate document in files, split the note into two separate notes.

    This is very frustrating as it makes following a set of notes much more complicated. This problem can be alleviated by increasing the limit to 20,000 characters or more or no limit at all!

    1 vote
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  9. I like the map view in the mobile app, when will this be available in the desktop?

    being able to view my search result in the either the grid or a map

    made on behalf of a customer request. upvote if this interests you

    7 votes
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  10. Interactions workflow adds clicks for the user

    There are too many clicks now when logging a call. If you want to log that you made a call and left a message it has gone from 2 clicks to 7!

    Even the recording of call that you connect on adds clicks to start the timer - when this used to be on by default

    3 votes
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  11. Connect change option to save email to entry's interaction for Maximizer email

    In the past we had a checkbox within the Maximizer email dialog that allowed us to select or unselect Save to Maximizer. This is gone and in my demo db and my production db my user always saves Maximizer email to documents. This is not necessarily the option I want every time. I want to select or unselect it.

    In the past we had a Preference for this option to default. That preference is gone.

    Assuming the setting is sticky, can the option be returned to the Maximizer email dialog?

    3 votes
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  12. Interactions dialog text box size

    I think the dialog could be improved by making it possible to make the long form text box a bit wider. If we could expand it was we can with notes, there are times that a long text would be easier to read.

    3 votes
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  13. Button to Clear All Notifications

    I’ve got a notification alert setup for when I’m assigned as Account Manager on an address book record, but with any global edit to that field I’m bombarded with notifications and have to clear them one-by-one to reclaim the rightmost 1/5th of my screen.

    Request: When there are more than one notification toasts displayed to the user, include a button to "Clear All"

    3 votes
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  14. Global Edit option in the Hotlist Edit menu

    A big issue I have with the Hotlist is the lack of a Global Edit option in the Edit menu, as I’d like to be able to select multiple records & alter the Priority field value on them to get more out of the system in terms of my daily planning. There is an option to Modify Task Date but that does only apply to Tasks & not Appointments, when it should work for both, & I'm guessing that the same constraint applies to the Reassign option as it's heading when selected is "Reassign Hotlist Tasks", so this whole Edit…

    3 votes
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  15. Include Duration UDFs as dashboard primary fields

    Please include duration fields in the primary fields list, used when constructing a dashboard indicator. So their values can be averaged, summed, etc, in the indicator. They're not included at the moment. Formula fields are included, so it's not obvious why duration fields are not included.

    6 votes
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  16. Add user-defined validation formulas to user-defined fields

    It looks like Maximizer is very close to having user-defined validation for user-defined fields. It looks like the "Mandatory based on rule" feature could be copied and adapted into a new "Validation based on a rule" feature. The difference being that the validation rule would look at the field's own input value, rather than the input values of other fields. And if the rule evaluated to True (say), the system would not save the record, and would pop up a message to say that the data input is not valid. The database administrator could write what data input is expected…

    3 votes
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  17. I would like to see links found in the column view to be clickable

    Please make email address, weblinks clickable from the column. We are now including Dropbox links in our opportunities that direct users to where all the pictures are stored for a particular project.

    This would allow us to have a column setup that we use when viewing opportunities from the address book that would include these links for easier access instead of having to jump back and forth among opportunities

    6 votes
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  18. Add Connectors for Power Automate and Azure

    Please add connectors to use in the MS environments so that we can have better automation than is provided through Zappier.

    6 votes
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  19. Delete interactions record

    If you delete a task or appointment it automatically deletes the related record but when you log a call and realize it was recorded against the wrong record you can delete the note that was logged but it does not delete the related interaction record.

    9 votes
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  20. Global edit of uncompleted action plan task activity description

    Please add the option to apply a changed action plan task activity description to all uncompleted tasks previously scheduled from the action plan. From time to time we review an action plan, and clarify/improve the task activity descriptions within it. But there is no option to apply those same changes to uncompleted tasks that have been scheduled from the action plan already. We would like to be able to apply those changes to those tasks - a bit like a global edit. This is significant to us because we may have hundreds of tasks arising from multi-task action plans applied…

    6 votes
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