Feature Suggestions for Maximizer CRM

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  1. Link Maximizer contact to Outlook appointment

    When a user adds an appointment in Outlook the resulting appointment syncs to Maximizer as personal. We are requesting a button in Outlook to add a Maximizer contact to the Outlook appointment so upon syncing with Maximizer it is associated with the CRM contact.

    34 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create missing table items - import option

    May we have an option in the File Import (XLS etc) that table items that are in the import data but missing from the setup are created in the setup automatically by the import. In Maximizer CRM 2018 the import fails if table items that are in the import data are missing from the setup.

    12 votes
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    under review  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  3. Global edit customer service cases

    Sometimes you need to resolve multiple cases at the same time. The current global edit does not allow you to update the "Resolved by" or "Solution Notes". It would be ideal if the Global edit dialog included the fields to correctly close multiple cases.

    62 votes
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    8 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    3 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add a button to auto expand all History items

    The History tab is very powerful. When trying to review a lot of emails and notes it is painfully slow to have to click expand on every entry. What about a button that auto expands all of the entries to make reading the history a lot faster - especially so in Customer Service where reading notes and emails is often the key to resolving the case

    54 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Maximizer Admin responded

    Hi, thanks for your suggestion. We will try to implement an expand all option for items that appear under the History tab. Thanks for your suggestion.

  7. More than 3 level of folder in UDF list

    autorize more than 3 level in the UDF folders

    106 votes
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    4 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Maximizer Admin responded

    Can you please provide detailed use case, why would you need more than 3 levels in UDFs folder? If this is a common and important case, we will try to implement this request.

  8. Web-to-Lead form : Create a linked note

    Currently, it is possible to create a "contact us" form on a corporate website and use it to push automatically an Individual record in Maximizer.
    We use this feature and it works fine.
    The problem is the need of a field "Comments" or "Message". This kind of field cannot be stored in an UDF (limited to 255 characters).
    The solution can be to store the "Comment" as a note linked to the record... but this option doesn't exist.

    103 votes
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    2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Maximizer Admin responded

    Web forms improvements are in the Roadmap, we will consider this request when we will update Form Designer.

  9. password salting

    We have a client with 250 users. As their Security Policies are continuously reviewd and tightened, they have requested that Paswords be boh stronger, and Salted.

    Where possible the preference will be for a salting/hashing function that will include a work factor… bcrypt or PBKDF2

    This is an issue at 2 other large sites, but is a significant threat at this particular site.

    64 votes
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  10. Address Book Verification should fix incorrect Record Types

    Freqently, especially in older databases, the AMGRClient.RecordType field contains invalid values, such as 4, 33, 43. This impacts Report writing and potentially whether the record is even retrieved by searches. There is no current way of fixing this other than via SQL update statements which will impact the Remote Users and if Remote Offices are involved will need to be run on each Remote Office. Please change the Address Book Verification to fix any value that is not a standard value.

    16 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Undo option when you Make List Current

    How many times have you spent time manipulating data in Maximizer and clicked Make List Current only to realise that you meant to Invert Selection first? Yes this is a user error but oh so frustrating. The ability to go back (undo) to the previous list would be grately appreciated.

    58 votes
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    under review  ·  1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. multiple users open company library documents at the same time

    We would like the ability for multiple users to be able to open the same document that is in the company library. We use the company library to store our sales and pricing information which is read only for all but a few users who update/manage the documentation. It would be great if multiple read only users were able to open the same document.

    45 votes
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    under review  ·  0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  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

    107 votes
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    13 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    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. 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.

    127 votes
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    22 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Maximizer Admin responded

    With the release of Maximizer CRM v2017 in October ’16 we introduced a featured call “Last Contact Date”, which essentially keeps track of the number of days since an address book entry was contacted. The definition of contacted can be customized to include phone call, email, note entry, calendar, etc.

    For the recurring task requirement, we will review that for upcoming improvements to our Hotlist module.

  15. Allow group by month/week in Dashboards

    Currently, you can only graph by days.

    114 votes
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  16. Browser Support

    Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.

    47 votes
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    under review  ·  11 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.

    Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done. Outlook has similar behavior when assigning tasks.

    45 votes
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    under review  ·  0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    96 votes
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    under review  ·  8 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. 115 votes
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    6 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
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