Feature Suggestions for Maximizer CRM

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  1. Global Edit new version 2018

    It is great to have the option to add a note when you global edit in Maximizer 2018. But I miss the option to select a category. (most likely a "Global Edit" category.Later you can search much easier on category of the note than the actual text of the note.

    3 votes
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      started  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
    • Create a native Mobile App for Android and iOS

      Although the Mobile website of Maximizer works okay, I would like to see a native app built for Maximizer Mobile. This would stay on your device and could provide offline access to contacts. You could build it a lot like the app that was designed for Blackberry but extend it to Android and iOS platforms.

      217 votes
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        8 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →

        Regarding off line data access, we currently have the ability to take a favourite list of AB entries from Maximizer to your mobile by using the Outlook integration.

        At the moment this only includes basic data and we are investigating ways to expand upon this with for example info from selected UDF’s to recent notes, etc.

        This could provide a way to easily get offline data your mobile device, though it would not support a setup where data could be added or modified and then get synched back to Maximizer – i.e. the user would still have to use mobile access for such requirements.

      • 95 votes
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          started  ·  4 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
        • 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.

          60 votes
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            6 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
            started  ·  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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