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Feature Suggestions for Maximizer CRM

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14 results found

  1. 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  ·  Admin →
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  2. 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  ·  Admin →
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  3. Read and Full Access not available for Global Edit 2018

    As in the title stated, the Full and Read access of the records are not available in the new Global Edit option in 2018. (These fields can only be edited through the windows application on the server) Please add these fields.

    3 votes
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    0 comments  ·  Web Access  ·  Admin →
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  4. Create missing table items - import option

    May we have an option in the File Import (XLS etc) that table items that are in the import data but missing from the setup are created in the setup automatically by the import. In Maximizer CRM 2018 the import fails if table items that are in the import data are missing from the setup.

    12 votes
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    1 comment  ·  Web Access  ·  Admin →
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  5. Notification Manager: Send emails instead of toaster notification

    Great tool, the notification manager, as soon as it works. I would like to see the notifications triggered by the notification Manager being e-mail notifications in stead of toasters. I would like to see an additional option on the creation of the trigger for this.

    4 votes
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    1 comment  ·  Web Access  ·  Admin →
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  6. Introduce HotKeys to the Webaccess

    We would like to see that HotKeys are available in the Webaccess. E.g. the Hotkey to make a phonecall to the selected contact: <F7> as it is in the Windows application of Maximizer.

    152 votes
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    Released  ·  3 comments  ·  Web Access  ·  Admin →
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  7. Ability to Snooze/Complete all Alarms

    Would like the ability to snooze or complete all alarms. Currently you have to select each one individually but there is no way to select all or multiple alarms.

    4 votes
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    Released  ·  2 comments  ·  Web Access  ·  Admin →
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  8. Web Client - Hotlist - Doesn't show Appointments

    Non-completed appointments do not show in your hotlist with ‘Show Appointments’ ticked and ‘carry forward unfinished tasks’ ticked.

    This needs to mimic the existing functionality in the Windows Client.

    107 votes
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    Released  ·  12 comments  ·  Web Access  ·  Admin →
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  9. Ability to adjust row height of multirow column set ups in Web Access

    4 votes
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    6 comments  ·  Web Access  ·  Admin →
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  10. Single Sign On (SSO) in the Cloud

    More and more customers are asking for two things that currently don't sit well together in Maximizer. Single Sign On and Maximizer in the Cloud.

    If your Maximizer server is in a private cloud it is possible to add it to your Windows Domain and use Active Directory for Single Sign On (SSO), however this is not normally the case when using Maximizer in the cloud.

    Microsoft provide ADFS (Active Directory Federated Services) to allow external web applications (like Maximizer) to use Active Directory for SSO without the need to add the web server to the domain. Microsoft are not…

    49 votes
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    0 comments  ·  Web Access  ·  Admin →
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  11. It should work with playbook

    It works with blackberry phones but not playbook.
    Also you can not go to Web interface. The browser refreshes and informs that my browser is not supported. Is it possible to add a link to try it anyway since we get updates so often that it might actually work if it let's us to sign in.
    I just purchased based the crm 11 and they will update us in a few months. Is it resolved in new version?

    1 vote
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    Released  ·  1 comment  ·  Web Access  ·  Admin →
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  12. Web Access Importing - available fields

    Now that there is a user friendly importing tool for the web access is great but it would be nice to finish it off with some of the values that are not currently available to import to:
    Account Manager, Category and a Note column would all be useful.

    24 votes
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    3 comments  ·  Web Access  ·  Admin →
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  13. Add the Combine Companies feature to the Web Access client

    The option to Combine two companies seems to be missing from the Web client

    53 votes
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    12 comments  ·  Web Access  ·  Admin →
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  14. Google Chrome Support

    When I open the webapp in Chrome, it says that the browser is not supported. Chrome is one of the most used browsers in the world!

    61 votes
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    5 comments  ·  Web Access  ·  Admin →
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