Feature Suggestions for Maximizer CRM

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  1. Add a Quick button to the Customer service area of the Address book to enable a Note to be added to a selected case with out entering it.

    Currently with a Company selected in the Address book, when selecting a case from the Customer Services tab and then clicking Add Note it gets added to the Company. Would it be possible, If selected or ticked that a quick button could be added next to the current buttons for Resolve, Sign & Escalate to add a note to that case.

    9 votes
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      0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
    • Customer Service - Last Modified Date

      Whenever a note or email is added to a case in Customer Service, the 'Last Modified Date' doesn't change. Please can this change to reflect the last time anything is added to the case? This would allow easier tracking of case handling.

      4 votes
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        0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
      • Customer Service Module - ability to remove billing fields

        It would be useful if it was possible to remove the billing fields in a customer service case as a lot of customers who do use the module, have no need to enter billing information and makes the screen look overly complicated.

        15 votes
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          0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
        • Global edit customer service cases

          Sometimes you need to resolve multiple cases at the same time. The current global edit does not allow you to update the "Resolved by" or "Solution Notes". It would be ideal if the Global edit dialog included the fields to correctly close multiple cases.

          50 votes
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            1 comment  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
          • Viewing past cases

            Cases used to open in a pop up window, this no longer happens. There are many times when you are on a call to a customer and they refer to another case/call. You cant just look at these, but have to make the customer wait while you close the case you are dealing with, switch screens and open.
            Making the customer wait while having to wait for screens to refresh and finding past cases/conversations is a great concern

            6 votes
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              0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
            • customer service case email

              Allow ability to modify or customize the customer service emails, allow different subject, fields and notes included in the body of email.

              1 vote
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                0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
              • Date Last Case Created - show me range of companies with last case(s)

                A large part of monitoring Customer Service Tolerance is to be able to look at the Customer Service Cases thresholds as a reporting point.

                Ideally to be able to do a SEARCH, Last Case Creation Date and extend a report showing LAST '5' Cases Created, so that you can measure Case Volume Sensitivity and set case threshold notifications, would allow organizations to deploy sensitivity treatment activities and be more customer intimate

                3 votes
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                  0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                • set up a dependency relationship between 2 UDFs

                  set up a dependency relationship between the two UDFs--for example, if you select engine "A" in the first UDF, then the available horsepower options in the second UDF is filtered to display only the options applicable to engine "A".

                  22 votes
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                    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                  • customer service merge

                    We have identified a few times where a customer has called in and the items they report are very similar, and would like to be able to merge a customer service file with another one that is assigned to the same entry. Similar to how you merge two individuals.

                    3 votes
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                      0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                    • Customer Service Process

                      Create Customer Service Processes similar to Opportunity Processes in 2017. The ability to create various process for servicing various products/services would be a great feature. Also include the stage time gaps UDFs also to track the progress of the service cases.

                      12 votes
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                        0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                      • Ability to choose the resolution date when resolving a case

                        Provide the ability to choose the resolution date when resolving a case. Default to current date but make the field editable.

                        6 votes
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                          0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add Customer Service Case Status Timeline

                          Please add a timeline for tracking the progress and time for the Status on Customer Service cases. Basically, provide a bar similar to the Opportunity Stage timeline for Customer Service cases.

                          7 votes
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                            0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                          • Provide "Contact email" as Basic Fields for Address Book Entry

                            Provide "Contact email" as Basic Fields for Address Book Entry

                            1 vote
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                              0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                            • All Cases, My Cases, My CURRENT Cases, why isn't there an ALL CURRENT cases options?

                              As stated there is an All Cases, My Cases, and My Current Cases options, in Customer Service, but to get All Current Cases, you have to load all Cases and then filter it, which takes extra time. It would be GREAT if there was a one step option like there used to be.

                              15 votes
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                                2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                              • transfer case

                                Option to move an existing case to a different address record. Perhaps the "duplicate current case" could request the address record you wish the case to be duplicated against.

                                19 votes
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                                  0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                • 'Save email to Maximizer Cases' - identify required case

                                  I sometimes (in most cases) having a problem to use option 'Save email to Maximizer case' from outlook. As I understand, after you confirmed sender address, which syncs with Maximizer contact address book, it could present you with a massive list of cases that were send and stored to the sender. Even after you've used 'Search cases' option, and identified the required case you want to attached item to, it'll return back to the same list.
                                  1. Sometimes, your identified case is not on that list - I assumed its a bug.
                                  2. The list doesn't have a specific order…

                                  6 votes
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                                    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Method to link related customer services cases

                                    There are occasions when the same issue is reported by different customers. It would be useful to have a method to link related service cases so that it's easier to find and resolve all the individual cases.

                                    9 votes
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                                      0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Outlook toolbar "Create Case" should allow entry of key fields

                                      The 'create case' option in the Outlook add-in should allow full entry of the case - UDFs, basic fields and all key fields.

                                      21 votes
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                                        2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to add Time Stamp as a data field in column view for cases created

                                        Customer Service module captures the time stamp when cases are created and resolved but we do not have the ability to add to the column view as a data field for exporting which is needed at our company.

                                        3 votes
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                                          0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
                                        • When adding a case only allow 1 category

                                          When adding cases it would be good if the option existed to select that category was single select

                                          33 votes
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                                            0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
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