Feature Suggestions for Maximizer CRM

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  1. Improve creating a case on the mobile access

    When you create a case through the mobile access, you need 3 screens to complete the creation of a case. First a screen with the description. Then the screen with Products and Categories and other keyfields. For the Products and Categories you have to select a modify option on the menu button. E.g. you show the Description, Status, Products and Categories on the first screen. You can select a product through a dropdown (instead of a menu option). Second screen all the Keyfields. Users do not create a case through mobile access because of the many steps to take when…

    4 votes
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      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    • Maximizer Mobile - Create Mobile Forms

      Create a new function in Maximizer Mobile - Create Forms. Forms are being used more and more these days being Google Forms and other Mobile apps. I think this would open up a great new feature for Maximizer Mobile and it would be great if it's also accessible via Maximizer Web. Creating a new Icon in Max Mobile called Forms. With this you can create forms with existing UDFs in Maximizer or create new ones. We have received a few requests for service techs in the field to be able to create a service tickets and capture signatures for the…

      10 votes
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        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
      • Edit the note properties (Date and Time) in the MobileAccess

        On creating a note in MobileAccess, users cannot change the note date and time, even when the user has the privilege of changing the note properties in the webaccess.

        A lot of user's use time and date to show the date of visits or other contacts with customers.

        14 votes
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          1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
        • add ring central

          ad ring central as a partner

          4 votes
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            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
          • Moblie Voice Recordings

            The ability to upload voice recordings from your mobile phone

            9 votes
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              2 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
            • Maximizer 2017 needs to have a mobile phone app that makes it more readable and user friendly (faster loading / easier navigation)

              Maximizer 2017 needs to have a mobile phone app that makes it more readable and user friendly (faster loading / easier navigation)

              11 votes
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                0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
              • iphone handling of alpha UDF's needs improving

                If there is a text udf field with more than 36 characters with an iPhone you can't edit any further than the 36 characters.
                Tap to bring up key board then hold to mark where the edit to take place. Drag to right and curser won't go past the box edge and the text won't scroll to the left. This was a problem on the old version and no change on the latest v2017R2.

                12 votes
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                  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                • Mobile Access to have a Preference for whether to show blank keyfield UDF's or not

                  Often it would be of benefit to have all UDF's in a Keyfield setup showing, whether they are empty or not. Sure the option exists each time to hit the button to show the empty ones, but why not make it a Preference to take away the effort every time

                  3 votes
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                    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                  • Show all addresses in the Mobile Access

                    Hi, We have customers who have set up multiple addresses per company. E.g. Visiting address, P.O. Box etc. In Mobile access only the selected address is listed. For mobile access mostly you go to the Visiting address. In Webaccess you will just use the PO Box address to merge to a document. So this is a huge conflict in use of the Mobile users and the users that want to use the addresses for Merges with MS WORD. My idea is to have an option to show each address in the Mobile Access, Users should each set it for themselves…

                    21 votes
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                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                    • Change the customization Resource_ID FLD_ABOOK_ADDR to multiple customization ID's

                      My request is to split the FLD_ABOOK_ADDR Resource_ID in multiple Resource ID's. When I customize this ID to a different value, Address line 1 and 2 will both be changed in the Mobile Access. The 1: and 2: that are displayed in the Mobile Access are not a part of the Resource ID. So we can't even change that part.
                      In the webaccess you can seperately customize the Address line 1 and 2. so this should be the same as the mobile access customization.

                      9 votes
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                        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                      • Workflow and field names for appointments on the mobile and full web version should match.

                        Workflow and field names for appointments on the mobile and full web version should match. E.g. Description (full web version), Notes (mobile) version. Also given the importance of the 'Description/Notes' it would be better if the default wasn't to have this field collapsed, on the mobile version.

                        6 votes
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                          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1 vote
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                            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                          • Show all of appointment header in Mobile version.

                            Critical info is often missed when viewing appointments on a phone because it cuts off after so many characters and does not break at the end of the line.

                            3 votes
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                              0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                            • Email a link that takes a user directly to a record

                              Our sales people are always on the road and when a client calls, we send an email to the sales person for them to call the client. To do so, we either have to send them the name and phone number or they have to try and do a search in Maxmobile. It would be so much easier if you could send them a link that would take them directly to the clients record so they have easier access to all the clients information instead of having to try and do a search and hope you recall how to spell…

                              10 votes
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                                1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                              • Phone extension don't work in mobile application I have to enter ext with main number like this 905-436-7869;1123. The ; means wait.

                                Phone extension don't work in mobile application I have to enter ext with main number like this 905-436-7869;1123. The ; means wait. If the Maximizer developers use smart phones I can't believe you haven't experienced this problem on the go.....

                                2 votes
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                                  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                • When you log in to Maximizer Mobile Access, the Calendar/Hotlist will show your tasks and appointments for the current day by default, and y

                                  When you log in to Maximizer Mobile Access, the Calendar/Hotlist will show your tasks and appointments for the current day by default, and you can display your overdue tasks by tapping the menu button and selecting "Show Overdue Tasks". Unfortunately however, there is currently no preference or setting available that would allow you to select the overdue tasks view as the default view when you first log in to Mobile Access. If you'd like to see something like this added in a future Maximizer version, I would encourage you to share your ideas with Maximizer's product management team

                                  1 vote
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                                    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                  • auto uplaod

                                    be able to put the data in while out in the field with auto upload once in wifi area. security breach min. only possible loss would be the info put in before the upload since that would be only loss could back track to reattain the info

                                    1 vote
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                                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 5 votes
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                                        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Save Emails to Maximizer using your mobile devices.

                                        The idea is to receive emails from client directly in your mobile and be able to sync with maximizer email record. This way there is less time to go to outlook and sync the emails/replies/forwards individually.

                                        17 votes
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                                          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Ability to add images directly from an IOS Device's photo library to a "Customer Service" Case (Give MaxMobile access to my devices images)

                                          We take iPads to look at product complaints. As of now we have to come back to the office, get the pictures on to a computer and then load them one by one on to the desktop/web version. It would be a lot faster if we could upload images to a case directly from an iPad/iPhone on MaxMobile.

                                          4 votes
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                                            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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