Feature Suggestions for Maximizer CRM

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  1. 16 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  2. Option to initiate a service case from a phone call result

    Sometimes an incoming or outgoing call starts as a call but eventually ends up as a service case. Provide the option when saving the call to generate a service case.

    26 votes
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    3 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allowing companies to have products

    If companies had products it could be made quicker to create a customer service case. i.e. when creating a case for a company show the products that the customer has and not the whole list (with the option for the user to see the whole list).

    In our environment it would be unusual for a case to be created for a product that the company doesn't own.

    At the moment we have to store this in a seperate UDF at the company.

    We have products at case, campaign and opportunity why not Company?

    40 votes
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    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  4. When adding a new case display current open cases to prevent duplications

    To help customer service staff add new cases without creating duplicates it would be useful to show the currently open cases before creating a new one.

    This can be done in Maximizer but it is time consuming when the customer is holding on the phone. Our Maximizer database has 8 years of customer service cases so some customers have quite a history.

    So in the LAN client when I darg a contact onto the customer service window I would like to see a list of currently open cases for this customer before being asked to add a new case.

    This…

    43 votes
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    4 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  5. Signature trapping on Mobile for Customer Service cases

    The ability for field engineers to be able to start and stop the time they are on-site and allow for the customer to sign an electronic Job Card on the engineers mobile devices. This is then saved in Maximizer against the customer service case as a record of the engineers time completed on site in agreement with customer.

    18 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  6. knowledgebase

    The Knowledgebase column view needs to be alterable, especially column width as default ones are way to narrow so it looks stupid & isn't great to use on todays wide screens.

    6 votes
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    1 comment  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  7. Queue specific settings

    Most of the criteria associated with the Customer Service Cases should be Queue specific. eg. Severity, source, Notification emails etc. Queues are often used for widely differing purposes and it would significantly improve the system if each queue had separate criteria defined. This might mean there would be consequences when changing queue, but it would be worth it.

    9 votes
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    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  8. We would like the campaign email system have the option to have the complete email to go into the address book contact’s documents. Thanks

    We would like the campaign email system have the option to have the complete email to go into the address book contact’s documents.

    We need this option as soon as possible. This would only be an option as it is dependent on the type of campaign we are sending out.

    21 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  9. "Duplicate Case" function in the customer service module should be available in the web access view.

    I have had to install the actual program client on a few workstations to accommodate only the need for this function when otherwise web access only would have worked fine.

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