Feature Suggestions for Maximizer CRM

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

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  2. Intuitive Keyboard strokes

    Prior to the recent update I could type the first couple of letters of a contact name and it would go to the contact. Now, I have to do a "search", then type the name and it finds it. But it also removes all others from the screen until I undo the search. No matter what the different options are to create the search, having the ability to simply type the first couple of letters of a name while in contacts is the simplest, most efficient and productive way. PLEASE put that options back in the program

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

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  3. Add the ability to import Service Cases from .csv, .xlsx, tab-delimited, etc.

    It would be ideal if Customer Service cases could be imported into Maximizer using a File Import Process such as .csv, .xls, tab-delimited, etc., where the Customer Service case would be added to an existing entry controlled by the Address Book IDentification or added as a new Individual to the Address Book controlled by the IDentification. It would be similar to importing Opportunities.

    1 vote
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    1 comment  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 1 vote
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Able to Type a Period (.) within a Company Name when Retrieving an Existing Company in the Address Book

    You can't retrieve a Company in the Address Book that has a Period (.) in the name by typing it out - you have to scroll down since the period isn't recognized when being typed.

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

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  6. Task Organization by Context or Category

    A massive improvement would the ability to categorize tasks. David Allen pretty much destroys the idea of using "high/medium/low" to organize tasks (Todos) in https://gettingthingsdone.com/ as it is worse than useless to prioritize/organize tasks this way (just clutter). The productive way to organize them is by context. Sales Call, Admin Task, Project, Waiting For, etc. that I customize to my needs. And please don't tell me to use the task description field for that.

    Please add a "Context" or "Category" field, and allow me to provide a string name for it, and a requirement the Context is provided before the…

    1 vote
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Change black favicon to a green one so we can see it.

    Please change the favicon for Maximizer Live. It is currently black so when you drag the IE page down to your taskbar, it is black on black and becomes invisible. If you changed the favicon to the green that you have in your logo at the top of this page, then it would be visible and easy to Identify.

    The Maximizer website favicon is green so why not the Maximizer Live website too?

    3 votes
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Leads Module - View only active leads remove archived leads from view

    It would be helpful to have the option to view only active leads and remove archived leads from view

    1 vote
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  9. multi-currency

    Majority of our sales are in the US/CANADA/EUROPE and it would be nice to be able to set different currencies in the Opportunities instead of only have the option to do 1

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

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  10. 1 vote
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Possibility to remove company name on personal address when contact is linked to a company

    Possibility to remove company name on personal address when contact is linked to a company

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

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  12. use email as username

    Have the ability to use the email address as the username.

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

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  13. We really need you to integrate with address standardization software.

    We really need you to integrate with address standardization software.

    10 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Select All / De-Select All Buttons in Outlook Toolbar

    When sending an email to a colleague about a client that's stored in the Address Book, multiple matches for that colleague's email address are often found in the database. This also seems to happen frequently when Business Partners are involved - they are often times added as Contacts to the Companies they represent.

    So, when saving an email via the toolbar, there can often be a large number of irrelevant / redundant email address selected by default. It would be nice to have "Check All" and "Uncheck All" buttons added so that these email addresses can be removed from the…

    5 votes
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    Released  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Email logging security

    Currently when you modify the full/read access when saving an email from the Maximizer Outlook toolbar it still logs the note by default as public. I suggest that this be modified to honor the full/read access selected when saving the email document in order to maintain security standards.

    3 votes
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    2 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  16. UDF for Leads records in the new Leads Module

    The new Leads Management Module is a big step forward ! Maximizer becomes modern and intuitive for users !
    To have more flexibility, we should be able to create UDF on Leads and map these fields to UDF on Contacts/Companies/Opportunities.

    79 votes
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    Released  ·  3 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Edit Quick Access Icons

    My quick access icons were already set up for me from my administrator. The problem is they are all the same clock icon. It would be amazing if there was an ability to go back and change these up so I could fully utilize quick access at it's best.

    1 vote
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    Released  ·  1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Azure Active Directory

    It would be fantastic if we could integrate SSO with Azure AD. It allows us to expand SSO without poking holes in our firewall as well allows us to continue putting in applications already used with Azure AD SSO. This is something we use for Adobe products, etc. already.

    10 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Custom note filter for existing list

    We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.

    258 votes
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    Released  ·  32 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →

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  20. TLS 1.2 Support

    We just installed Maximizer 2018 R2 and found that we had to enable TLS 1.0 to get it working. TLS 1.0 is no longer secure and our security team is advising against us using Maximizer. Please add support for TLS 1.2 throughout the entire application.

    This includes ww2.maximizer.com which is currently blocked by our security team because its TLS/SSL support is so bad. See this link for details:
    https://www.ssllabs.com/ssltest/analyze.html?d=ww2.maximizer.com

    41 votes
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    1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →

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