Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
806 results found
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Bring back Edit mode in address book
Edit mode in address book
I cant believe you have removed this feature.
The workflow of double clicking ANYWHERE in the bottom half of the details area was much faster for us that the current update. We don’t like having to click the specific pencil button to edit. Prefer to have it edit when we click on a field.1 vote -
Ideally, I would like to be able to assign tasks to multipe stores/companies for multiple users.
This will prompt multiple users within multiple stores to complete activity/task based objectives in the store.
3 votes -
Syncing with outlook
Syncing with outlook - I would like to be able to only have certain events synced from my outlook calendar. For example, I could tag phone calls, zoom and in office meetings - then have only those events synced. It would de clutter my calendar
1 vote -
search task with using partial names
When attaching a client name to a task, the 'task with' search function requires the full last name to be typed. It would be great if it could use partial names or better yet, start showing the potential contact names while you're typing...similar to the global search feature (which is great btw) Thank you.
1 vote -
Search records without open hotlist task
We have a client who maintains action plans on all client records. Mostly the end of the action plan prompts the user to make a new action plan but sometimes in the rush of work that step is missed and the client ends up with no open/future tasks. We could not find a way to search for all clients who have no incomplete tasks. We tried in the hotlist itself but the volume timed it out. We tried in the address book with an Interactions search but this does not discern between completed and incomplete. So, we need a new…
6 votes -
Send one or mass email from Hotlist or Tasks
In the past we were able to mass email directly from the hotlist. Within MaxLive I must move to the address book to email. This breaks up my workflow badly. Please add this feature back to Hotlist and add it to Tasks.
6 votes -
Make complete item in drop-down field appear
Currently, the drop-down field of a table UDF in a Key Fieds set is too short to see the complete text of an item. Please adjust such that either the field is wider or the complete text of the item pops up. Checking and unchecking the items is inefficient. (From Rick Bofinger/Jerico Financial)
1 vote -
Change an appt to recurring after it is booked
Appts are only allowed to be recurring at the time of booking. If I go in and try to make an appt recurring it is not allowed. The recurring arrow is not available after the appt is created....it should be. Often appts change to needing recurrence after the fact
4 votes -
next appointment
If a calendar appt or task is completed without re-opening it, there is a pop up message to book the next appt or hotlist task. However, if you open the appt and change the notes and then check the box (while appt is open) to say it's complete then the pop up for the next appt does NOT appear. It would be good if that next appt/task pop up would appear in all situations and also carry the note forward so you don't have to retype it or copy/paste it.
3 votes -
3 votes
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The ability to change the reoccurrence on a task.
Currently, once a task is made and saved, the reoccurrence section can not be edited.
4 votes -
Apply household information to contact view
Allow fields from the household to carry down to the contact level. The same way that a household address applies to all contacts, apply this to UDFs as well.
4 votes -
Leads Conversion
I;ve just realised that when converting a Lead there's no way for the process to not create a Contact. You can choose an existing Company, but not that the Contact already exists.
3 votes -
Spell check in notes data entry hint its 2024
Spell check
1 vote -
Tasks - implement UDFs in this module
Currently, if you want to add something custom to tasks (like a Task Reference number) you need to manually write it into the body of the task, or use another field that isn't for the original purpose.
Would it be possible to implement the usage of UDFs in the Tasks module?
4 votes -
Tasks - implement security for the Priority field
It is currently possible for any user to adjust the Priority of a task.
Would it be possible to implement security on this field so that it either can't be changed, or one of the user roles like CS or Sales Manager is required to change the priority?
3 votes -
Tasks - increase Priority field character limit
The current character limit for Priority in the new Tasks module is 3.
Would it be possible to increase this limit?
Even to something like 6, it would allow for greater variety and options in this field.
3 votes -
Tasks - additional following windows when opening records
In the new Tasks module, it is possible to click on an AB entry in the 'Name' column, as well as a Case or Opp in the 'Regarding' column, to see further Details as well as the Timeline for that entry.
This is a great feature, however it is limited to only Details and Timeline currently.
Could you add the capability to view the other following windows?
3 votes -
Move the Delete option from it's close proximity to the Add & Print options on the Notes tab
(& potentially other following tabs), and/or stop the Delete option having the default action of Enter to acknowledge, and/or provide an ability to Undo an accidental deletion.
A client has meant to print a note, clicked on the wrong option & then hit Enter, which is the default for deletion3 votes -
It would be nice to customize the opps viewer to show contact instead of Company
it would be nice to customize the opps viewer to show the contact instead of the company?
1 vote
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