Feature Suggestions for Maximizer CRM

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  1. Add the option to delete multiple interactions at once

    In documents and notes (and most other places) you can select multiple records and delete them at the same time, this can be useful for certain workflows or just tidying records up.
    Interactions only allows you to delete records one at a time. This is inconsistent with almost everywhere else in Maximizer and much more time consuming to delete multiple records

    12 votes
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    Planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  2. The interactions report need the clients phone number and address column adding back in

    Losing the phone report means I can not distinguish between multi sites and contact attempts to different phone numbers.

    7 votes
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    Planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Use Swimlane User Interfaces

    This is useful not just insales opportunities, but in a to of places.

    For example, in a particular sales process be nice to see a swimlane like interface with contacts in each lane. Anytime an item transfers from one state to another (ie steps in a sales process).

    I might want to look at everyone in the "call" swimlane, phone them, and then move those contacts to a "email" swimlane of a "give up" swimlane. Or I might move a task between categories like waiting for, call, email, admin.

    Look to HubSpot and Trello for examples and inspiration.

    1 vote
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    Planned  ·  0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Can you add an "exclamation mark" button (pin-to-top) in the interactions tab?

    Can you add an "exclamation mark" button (pin-to-top) in the interactions tab?

    7 votes
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    Planned  ·  1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Consolidated Activity Report - Totals for all users

    The consolidated activity report currently only lists the separate note/email totals for each user separately, however it would be useful to have a function to add up all of the note categories for all users to create an overall total for each type of note, as currently we have to manually add up each users total.

    3 votes
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    Planned  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Action plans

    Currently in a task you can add more then 2000 characters I am hoping that it can also be added to action plans as you can only add 255 characters in a task in action plans

    18 votes
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    Planned  ·  1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Custom Tab, the Documents widget should have 'show all' option

    In the Custom Tab, the Documents widget doesn't have the 'show all' option. Would be good to have that or to follow the setting in the normal documents tab.

    6 votes
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    Planned  ·  0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Note report format

    When printing a note report directly from the notes tab, the output groups notes by contact. If a customer wishes to see a continuous timeline, this report is out of order. We see the notes for contact1 then for contact2 then for the company or household, but the most recent or oldest note can be in any one of these three buckets. This makes the report output much less useful for users trying to figure out what has happened recently. We need a format option to NOT group by contact/company/household.

    15 votes
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  9. 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

    6 votes
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  10. Add the company name field to consolidated activity report details

    Currently the details list only date time and note. Adding the company name to this detail report would be beneficial as you can't link to the record itself.

    1 vote
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    Planned  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →

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  11. phone message details

    Phone message - when a user makes a phone call and leaves a message, we'd like to see a text box that allows user entry of some details that will be logged in the notes (e.g. as with the content of the typical phone call details.

    9 votes
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    Planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Add a difference in activities for Tasks and appointments

    Add a way to see the difference between a Task and an Appointment in the activities Tab.

    This could be done with an icon or a color rule.

    28 votes
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    Planned  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Note reports sort options

    At this moment when you run a note report on the addressbook records that are listed in the Addressbook, a report will be shown that will sort all the notes on Last name of the contacts. Usefull if you search for a note related to a certain contact. But not usefull if you only know the company name.

    On creating a Notes report it is very usefull that the user can change the sorting order. (Companyname, last name, creation date etc.)

    13 votes
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    Planned  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 10 votes
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    Planned  ·  1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Quarterly Recurring Appointments

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

    72 votes
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    Planned  ·  4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Google Calendar Integration

    Synchronize Google Calendar with Maximizer

    172 votes
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    Planned  ·  21 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Notes Report - Pull all/selected notes from Customer Service and Opportunities

    The Notes Report at the Address Book level can only pull "system" notes from Customer Service and Opportunities related to the AB record.

    This capability should be expanded to include all notes from the CS and Opp modules so you can create a complete summary of interactions with the AB record.

    24 votes
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  18. 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.

    66 votes
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    7 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →

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    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.

  19. Report on Notes for selected records by date range.

    Report on Notes for selected records by date range.

    Need columns Name, Date/Time, Owner, Category, Text.

    11 votes
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  20. Telephone log

    A telephone log for all staff that easily pulls up a date range for any one or all members of staff and duration of calls. Easy to use access to how active the telesales team have been on the phone.

    23 votes
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