Feature Suggestions for Maximizer CRM

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  1. I am complaining about bugs and new features which are terrible and taking away old features which was great

    the new maximizer software rolled out in june 2022 is terrible, there are bugs: search function and changes to features which are terrible (elimination of notes as the center of the contacts data. taking away feature of typing the contacts name in the address field to get me to it without going to search.. )

    you guys are adding new features which is stupid (eg interactions tab), taking away features such as search right on the contact addr which is unbelievably stupid.

    i would FIRE all of technology developers who tried to fix what is not broken in the attempt…

    1 vote
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Need to be able to print individual client interactions as we used to print out individual notes for compliance reasons.

    Now that the phone calls get logged under interactions we are not able to print notes pertaining to individual phone calls as we used to when they were logged under our notes tab. This is a very important feature as currently we get compliance screening daily and we have to be able to attach individual client trade notes pertaining to specific conversations. PLEASE EITHER MAKE INTERACTIONS ABLE TO BE PRINTED OR MOVE THE PHONE CALL NOTES BACK TO THE NOTES TAB URGENTLY!!!!

    4 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →

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    Thank you for your feedback. You can print the interactions for a particular client by following steps:

    1. Selecting the client in the list 
    2. Go to Reports > Address Book Interactions Report. 
    3. In the report, select "All selected entries" from the first drop-down. 
    4. If you only want to print the phone calls, select "Phone Call" from the Interaction field. You can also leave the field blank which allows you to print all interaction types. 
    5. Click the RUN button to generate the report.
    6. Turn on Show Details option. 
    7. Export the report to PDF


    We have received many similar feedback. In the short term, we plan to move the phone call notes back to the product so you can work the same way as before.  We will continue to improve the interaction related functions so you can see all the interactions and manual notes in one place and provide you better reports.


  3. Move phone calls and emails back to notes sections

    Phone calls and emails need to be moved back from interactions to the notes tab as it is no longer possible to all of your manual notes with emails and phone calls...

    4 votes
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    in progress  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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

    97 votes
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    in progress  ·  14 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Print Labels

    Like in the old versions, you could right click on a contact and select print label, where their basic information was printed out on a pre-determined size label sheet. Now printing labels requires a label template document with merge fields that has to be done every time.

    69 votes
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    7 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →

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    in progress  ·  Connie responded

    This will be done via the Microsoft Word Add-In for Maximizer CRM Live and Maximizer Web Access Group and Enterprise Edition!

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