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!
10 results found
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Include Duration UDFs as dashboard primary fields
Please include duration fields in the primary fields list, used when constructing a dashboard indicator. So their values can be averaged, summed, etc, in the indicator. They're not included at the moment. Formula fields are included, so it's not obvious why duration fields are not included.
6 votes -
Add to Rolling date range
Add 'Jan this year' 'Feb this year' etc to rolling date range in advanced search.
1 vote -
Add link within a notification alarm to get back to the ticket/company.
Add link within a notification alarm to get back to the ticket/company.
3 votes -
Allow pdfs & Word docs to appear in Company Announcements on My Work Day section
Currently you can only upload text or html files to the Company Announcements section for them to appear in My Work Day. Even with html files, images do not appear on that page. This should be fixed as well as allowing pdfs and Word docs to be uploaded and appear visible to all users on the My Work Day page
17 votes -
Dashboard
Need to be able to see the month of the Dashboard when printing the indicator - Currently only Last month or Current month will show on printout. but users need to know what month the Dashboard was printed for
6 votes -
As a manager i would like history of my staff's login
As a manager i would like history of my staff's login, including if i can see them logged in currently. A report that you can view a specific period of login in and login out.
3 votes -
Provide integration with Microsoft Power BI
Provide integration with Microsoft Power BI
19 votes -
Column report is wrapping multi-line text rather than printing separate lines
Using v14.0 web access we have a few multi-line columns in our column setup. One has name and city and the other is opportunity description. In each case, we get this:
Name, City: New York
rather than:
Name
City: New YorkIn the description of the opp put in products like this:
Item1
Item2
Item3but in the column report or excel export, we get this:
Item1 Item2 Item 3
We want to preserve the line returns as we see on the screen in web access.
16 votes -
Allow complex queries for Dashboard indicators and enable users to scale indicators
Many people want to make a dashboard indicator from multi-select table fields and the way Maximizer uses the fields makes this useless.
What we should be able to do is derive a bar chart or pie chart from a SQL Query. But currently you can only use a single number result from a query.
Another common dashboard item request is to show a bar chart of the number of notes made by each user for a period of time. It’s a trivial query to write, but at the moment you have to write one for each user.
That leads to…
111 votes -
More flexibility in page setup for reports
Line spacing, etc.
11 votes
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