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!
37 results found
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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
10 votes -
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 -
Hide Products/Services items
We now have many old items in our Products/Services drop down for Opportunities and Cases. We would like to be able to hide older items so they don't show.
53 votesWe recommend pre-pending the old products with “zzz_” to indicate that they are no longer available, so that they are at the end of the list, and so that you can still run reports for products that are no longer sold
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Apply Process Changes to Existing Opportunities
If a user edits an existing process in any way then Maximizer should ask the user if they want that adjustment to be applied to all existing opportunities that use that process. To allow for consistency after process editing.
14 votes -
Date last contacted on opportunity
We would like to see an Date Last Contacted on the opportunity. It should be updated based on selected note or document activity on the opp itself. It would be better still if the feature monitored changes at the address book and cascaded an update one or both ways (user option). So, if I meet with the client and make a note in the address book or the opp, the address book and opp 'Last Contacted' would update. If I update a note on the opp, then the user can opt to update just the opportunity date or also the…
46 votes -
Search Stage Age
It is helpful to be able to present current stage age and the age of each stage of a sales process in column views but it is frustrating that we can't perform searches on the stage age (current or within each stage historically). If we could make searches in Advanced Search we could make useful dashboards about how many opps spend a month or a week in a certain stage.
23 votes -
Opportunity field Mandatory based on rule
Allow to create the mandatory rule for Opportunity based on Address Book fields.
Example :
if the Company "Category" = "Reseller", the UDF "End customer" on the opportunity must be mandatory.26 votes -
Change when Stage Bar Buttons are pressed
The new Opportunity page shows the stages just above the Opportunity details. When one of these stages is double clicked, the Opportunity opens for editing. It would be nice to be able to double click the new stage and have a pop up which confirms that you want to change the stage. Then only the stage is updated without actually having to edit it and save. This pop up could actually ask whether to update the stage or edit the opp, so you could then do whatever you want from there.
6 votes -
Allow the "Sales Team" field in opportunities be made "Mandatory"
If you don't fill this field out, it restrict some users from seeing the opportunity. Simple fix, is allow it to be a mandatory field so that a user must fill the field in or it can't be saved.
7 votes -
Ability to choose any of the opportunity fields as the default email subject line for monitoring.
Ability to choose any of the opportunity fields as the default email subject line for monitoring. "Opportunity 150622251427201590198O has had a Note Created" is a little meaningless as a subject line, when you have many opportunities to monitor. They all look the same in my inbox.
11 votes -
create single user opportunities permission
Teams are a valuable if often abused and misunderstood part of opportunity management. I have often been thankful for the facility of dynamic teams. The biggest problem with teams is not teams, but the inability to stop people creating single user opportunities. While the use of default records can largely overcome this. I think the facility to ban single user opportunities system wide could be a useful security permission.
8 votes -
Ability to duplicate an Opportunity and then change the client name
Very often, many of my clients are bidding on the same projects. It would be nice to be able to Duplicate one clients job and change the client name. I have many UDF's, and a lot of the info is the same. It would save heaps of time on data entry.
10 votes -
13 votes
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Confidence Rating improvement
Suggestion to Improve Confidence Rating use.
The program should be rewritten as follows:
Each Confidence rating should have a probability attached to it, just like the stages. The logic would be as follows:
- Set a probability rating for each stage.
- Set a probability for each Confidence rating.
- If the Confidence probability = the Stage probability, use the Stage probability.
- If the Confidence probability is less than or greater than the Stage probability, use the Confidence probability.
This would make the Pipeline much more accurate. The effect would be to tweak the probability and get it much closer to the truth.…
47 votes -
Feature Request:Ability to expand the viewing screen for the Key Fields to allow User to view entire field name as in Desktop app.
Currently in the desktop application the user has the ability to expand the viewing screen for Key Fields in order to see the entire field name. This option is not available in the WebAccess app.
1 vote -
Open opportunity in opportunity window from address book tab
When viewing opportunities in the address book, there should be an option to go to the selected opportunity in the opportunity window and not just open the opportunity.
1 vote -
Opportunity Reassignment and Opportunities without a Company Assigned
In certain industries you do not know who the end customer for your opportunity is until the deal closes (i.e the quote may be to a sub contractor) In these cases it is desirable to be able to reassign the company that the opportunity is linked to, effectivley moving the opportunity from the sub contractor to the enduser/client where the goods /services will be delivered.
Ideally in the same industries it would also be a great benefit if you could have opportunities no customer (which could be assigned later). I think having a linked partner would be recommended.
38 votes
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