Feature Suggestions for Maximizer CRM

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  1. Opportunity Average Age - Dashboards

    It appears that the Opportunity Age field is not available as a field to perform a function on when creating a Dashboard indicator.
    Would be ideal to report on the average Opportunity age and group by Opportunity Leader

    3 votes
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    • Suppress Lead options when adding new AB entries

      There needs to be a system flag to indicate whether the Sales Lead option is being used or not, and if not then the options to create a Company/Indiv/Contact Lead should be suppressed in all places as when accidentally selected can cause great confusion as to why fields are not appearing in Keyfield views

      9 votes
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        0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
      • Ability to change colors of pie chart

        Would like the ability change the colors of the pieces of pie charts. First default colors are shades of green, then blue. We only have two pieces of data being compared in one of our pie charts so the default has both of the pieces green. Would like more of a contrast to show comparison.
        Maximizer only allows changes to the text font and chart background color, should be able to change more options....

        95 votes
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          0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
          planned  ·  Maximizer Admin responded

          We plan to update dashboards. New and improved dashboard capabilities are in the Roadmap and will be implemented in the upcoming releases.

        • Add the 'Show in Map' feature that is in the Mobile Access to the Web Access

          There is a feature in the mobile access that allows the user to see where the appointment is by showing it in the map, this feature is not available in the WEB or LAN client.

          56 votes
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            1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
            planned  ·  Maximizer Admin responded

            Hi, thanks for your suggestions. We have plans to show location on a map on web access.

          • "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.

            180 votes
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              planned  ·  8 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • Preference for Date Format in Maximizer Web Access

              In the Maximizer CRM Windows Client, users can choose whether all dates in Maximizer are displayed as Long (4 January 2016) or Short (4/1/16) under Setup > Preferences > Format.

              However, this preference doesn't appear to exist in Maximizer CRM 2016 Web Access, and if you change this preference in the Windows Access, it doesn't reflect in the Web Access.

              Please add this functionality to Maximizer CRM Web Access in future versions? Thanks

              93 votes
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                11 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                planned  ·  Maximizer Admin responded

                We will add important missing functionalities from Windows to Web access in the nearest releases. This feature is in the Roadmap and should be implemented in one of the upcoming releases.

              • Quarterly Recurring Appointments

                Several of our customers have asked for the ability to schedule quarterly recurring appointments please?

                69 votes
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                  planned  ·  2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                • 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.

                  67 votes
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                    3 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                    planned  ·  Maximizer Admin responded

                    Hi, we already have this on our road-map to implement. This is a high priority item for us.

                  • Google Calendar Integration

                    Synchronize Google Calendar with Maximizer

                    141 votes
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                      planned  ·  15 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                    • Activities tab filters should be saved per user in Web Access

                      Currently, users have to set the filter settings on the Activities tab in Web Access every time they log in. We believe that this filter should be saved past the current session, just like it is in the History tab.

                      21 votes
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                        planned  ·  2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                      • Help File Text re Email Editor

                        From the Home ribbon - Email (drop down) - Email Message Editor. The help file states that “If you wish to send email to more than 1,000 entries at a time, you must either choose the Separately option or select the entries in several groups of 999 or less.” You can set this option to be selected by default when sending email to multiple entries in your email preferences. (On the Setup tab, select Preferences, and select the Email tab.) In reality Maximizer recommend using the Campaign Manager for sending bulk emails. I think that the Help File should have…

                        22 votes
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                          planned  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                        • Configurable quick search

                          The new quick search feature is great, allowing you to search on First Name, Last Name, Company, Phone (all phone numbers) and/or Email Address (all email addresses).

                          Can you exted this further by adding some configuration options of which fields can be searched by this search e.g. Town, Position.

                          Clearly the users would need to be educated that the more you add to the quick search the bigger impact on speed performance.

                          60 votes
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                            5 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                            planned  ·  Maximizer Admin responded

                            Hi, thanks for your feedback on the quick search feature. We have plans to add more functionality to the current search capability.

                          • Search Catalog. We created a search catalog in Maximizer Enterprise 2012 summer edition for a UDF called "Serial Number".

                            Search Catalog. We created a search catalog in Maximizer Enterprise 2012 summer edition for a UDF called "Serial Number". On the desktop software it will promt a window for us to enter the serial number, but on the web access this promt is not available and makes the search feature unuseable.
                            Can you add the same promt to the web access?

                            33 votes
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                              planned  ·  3 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add ability to search in the Calendar

                              Currently there are no options for searching in the Calendar window. It would be really useful if you could search on Subject, Priority, Address Book Entry, Assigned User/s, Date Range, etc...

                              75 votes
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                                1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                planned  ·  Maximizer Admin responded

                                Hi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.

                              • 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…

                                110 votes
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                                • Ability to mass update one or more UDF for existing Address Book Entries through a csv import tool

                                  I have a spreadsheet that contains an unique username and password for every one of dealers. I would like to bring this information into Maximizer, However, we have a lot of dealers and it would take a lot of time to do this manually.

                                  So I was wondering if you had a tool that I could use to match a reference field in my database to an existing field in the database. Then it would bring in the information associated on that line. So in my example above the import tool would match to say a Unique Account# and then…

                                  56 votes
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                                    5 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    planned  ·  Maximizer Admin responded

                                    Hi, we have plans to develop Maximizer APIs which would provide such capability. A tool could be written to leverage the API capability to check reference data before updating UDF information in a database.

                                  • Email Notifications for Hotlist Tasks

                                    Being able to send email reminders to specified email addresses on hotlist tasks - statuses and updates.

                                    91 votes
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                                      1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      planned  ·  Maximizer Admin responded

                                      We are working on implementing APIs for notification engine to allow automatically send notifications on hotlist task updates as well as opportunities and other objects.

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