Feature Suggestions for Maximizer CRM

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  1. 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 →
  2. Allow opportunity notification based on address book fields

    We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.

    3 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. opportunity column view shows company phone not contact phone number

    Column View only shows Company Phone numbers, not Contacts numbers. When selecting a opportunity you cannot view the contacts phone/cell number in the Main Opportunity window as it only pulls up the company numbers.

    12 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Filter Audit Users from Sales Team UI

    Currently, the "Team Leader" will show a list of all members of the Sales Team, even those that are limited to "audit" permissions.

    In many cases, users from other departments need to be granted access to the Opportunities functionality, but they are not "active" members of the Team and should therefore not be listed in any of the various drop-downs in the UI.

    I believe the existing "audit" role can be used to accomplish this limitation without requiring significant reprogramming of functionality.

    This would go a long way towards keeping the UI as clutter-free as possible.

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Sales Team Enabled Flag

    With each change in sales leadership in an organization comes a change in Sales Team makeup and distribution. Currently, there is no way to "retire" a Sales Team to preserve it for historical purposes without it continuing to clutter the various drop-downs in the UI.

    There needs to be some capability to "retire" a team so that it can no longer be assigned to new Opportunities while still allowing it to be available for historical searching / reporting purposes.

    1 vote
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    2 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Decouple Lead Owner field management from Sales Manager role

    Currently, the ability to change the "Owner" field in the Lead module is tied to the "Sales Manager" role. However, there are many cases where a rep might have the authorization to route Leads to other users, but they should not have the ability to change the Account Manager field on an Address Book record.

    The ability to change the Lead Owner field should be handled as a separate role and not tied into the existing "Sales Manager" role.

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Saving notes

    It would be really great if the Save button for inputing notes and other data could be on the right side of the dialogue.

    Where it is now is inconvenient as the cancel button is where the save button typically is.

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Opportunity Description - Character field is 500

    IDEA - Opportunity Description - Make Character field limit bigger than 500.

    Our staff members enter a lot of information to this data field but have to shorter our descriptions or continue the description under the notes tabs. It would be great if the character limit was more than 500 as our staff / users would be able to gain all the information they require under the Opportunities tab (especially if using the mobile site and on site with a client). The complaint from our staff is they don't like going between the notes tab and opportunities tab for sales…

    4 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Leads Notes to be visible in Opportunity Module when converted to opoortunity

    When I convert a lead to an opportunity it would be helpful to see the notes from when I worked with that prospect before they were converted into an opportunity

    8 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. View Opportunity status in the Addressbook View

    When in the Address Book View need to Be able to view who has current Opportunities (need to be able to add the udf of opportunity status in the address book view)

    9 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Possibility to change Partner in opportunity.

    Now and then we have opportunities where we need to change Partner. Doing so all relevant information such as documents etc. follow the opportunity which is very usefull.

    BR Jesper

    5 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make the new Quotes feature available from Mobile Access

    Most smartphones can now have Excel on them so is it feasible please to be able to utilise the new Quotes feature in Maxmobileaccess?

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Global Edit to Update Campaign on Opportunities

    When you are working with Global Edit feature in Opportunities you cannot set the Campaign value, the old version (legacy) has this feature.

    4 votes
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  14. Address book entry details tab for opportunities

    When viewing a hotlist task there is an 'Address Book entry Details' tab.

    Having the same tab when viewing an opportunity would avoid having to switch between modules.

    9 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Prevent opportunities from being saved with no process set

    Right now (in CRM Live) if there are multiple sales processes defined you can open an opportunity, set or leave the process field to blank, and save the opportunity. This results in an opp with no process or stage set.

    For clients where opps are created via the API, they are ALL coming in without process (because processes/stages can't be set via api) so it's messing with their reporting.

    Thanks!

    12 votes
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    5 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. quick search

    The Web Quick Search is excellent for Address Book entries.
    But it is almost useless for Opportunities and Customer Service Cases as it doesn't allow you to search by Company or Contact Name.

    13 votes
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    2 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Exporting Opportunities with Last Added Note

    When exporting 'In Progress' opportunities would be good to export the most recent note added under each opportunity into excel so when creating sales reports we can see what we have outstanding and when we last spoke to client to see progress of jobs. Not all users will update information into the comments section of an opportunity, most of them will add a note under each one.
    Exporting notes to Excel will always be helpful!

    3 votes
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  18. 1 vote
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  19. Ability to select Total Revenue as a Manadatory Field

    Currently Total Revenue is not available to select as a Mandatory Field. Can this be added please?

    6 votes
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  20. Partner Key Fields

    I think it is really essential that the following fields can be included when setting up a Key Fields View for Partner Opportunities:
    - Confidence rating
    - Product / Services
    - Categories

    or am I missing something by any chance?
    Many thanks & regards

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Those fields are always available in the ‘static’ portion of the details tab. they are hidden if they are empty (to populate you must edit the opp)
    Does that help? or am i misunderstanding you?

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