Feature Suggestions for Maximizer CRM

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  1. API Opportunities Link to Campaigns

    A client has a need to create Opps thru the API but can't relate this back to the Campaign that originated the Opp as the API doesn't give access to the Campaign ID field

    3 votes
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  2. Allow a custom web application to add a new font icon to the icon bar

    In Max 2016 it was still possible to add an icon to a custom entry in the Icon bar by creating the appropriate png files and adding them to the images\shortcuts folder. Since 2017 and the change to use a font to place the image before the entry this functionality no longer works (although it is still in the documentation !!). Can we have a way of adding our own entry icon using the new font method ?

    3 votes
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    2 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Set Process when inserting opportunity via SQL

    We often use maximizer.data or maximizer.web.data to get the relevant ids and then do the insert or update operations required via sql. However when inserting an opportunity in 2017 via sql, there doesn't seem to be a way to set the process (default or otherwise).

    A stored proc or documented way of doing this would be nice.

    9 votes
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  4. MainGridUpdate.UpdateEntry should also refresh the lower window

    Currently the MainGridUpdate.UpdateEntry() will refresh the grid in the top half of the Max web interface on return from a CustomDialog window. It would be nice if this acted in the same manner as clicking the refresh icon at the top-right of the top grid and also refresh the lower window data.

    3 votes
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  5. Allow buttons to trigger custom actions

    It would be great if there was some means of adding an icon to the menu bar alongside the likes of the Export To Excel etc. buttons which could be used to trigger a user created custom action.

    13 votes
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  6. Microsoft Excel REST API integration

    Microsoft have recently generally released the API for Excel in Office 365
    With the current enhancements around the outlook integration in office 365 - this could be used in many areas of maximizer - quoting, dashboards, excel reporting etc.

    3 votes
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  7. Integrate with Jotform

    Integrate Maximizer with Jotform to be able to assign form fields to specific UDFs and fields in Maximizer. Ability to assign uploaded files to the documents tab in Maximizer.

    24 votes
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  8. Add the ability to retrieve the currently selected contact in the contacts tab

    I've added a context menu option to the Contacts tab however currently there is no way to retrieve the currently selected entry in that tab.

    3 votes
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  9. Teamviewer

    Would like to have TeamViewer integration. Teamviewer have API for integration and some of well known CMRs are already have TV integration. Its does not looks very dificult and should be streight forward.

    6 votes
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  10. How about updating the sharepoint integration

    Currently Maximizer only integrates with sharepoint 2007. Lets stay current shall we??

    4 votes
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  11. Conditionaly hide or show a following tab

    Allow the option to conditionally hide or show a custom following tab called from a MenuBuilder menu item. This would allow functionality similar to the current 'Add a Company' etc. tabs where the tab lives only for the duration of the data entry operation.

    12 votes
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  12. Return Custom_Id in Maximizer.Web.Data

    Currently the Custom_Id/Number properties are not exposed via the Maximizer.Web.Data API because that API uses Keys to locate required data. Although these values are not used to read data via it would be good to be able to have this data available to a read operation.

    I currently have a LAN application that has a "Properties" option which displays this value to aid locating data via SQL and would like to include this into the web port.

    6 votes
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  13. Changing the size of the window in Web Following Grid

    Changing the size of the window in fonction of type displayed line.
    Example, in a quote that has multiple lines, some concern an article with retail prices, discounts ... another line section may contain information with just a text, another line a comment.

    Certains objects in the window are not displayed according to the type of line. It is therefore with a large window with only four controls, we want this window to be smaller.

    The window size must be changed when Page_Load

    4 votes
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  14. Following Tab API

    Deactivate the sorting functionality to the Web Following Grid

    3 votes
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    1 comment  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  15. documentation

    Better documentation and samples (Maximizer.data and Maximizer.Web components)

    7 votes
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  16. Address Check Hook

    An equivalent of the AddressCheckHook is required in the web interface

    9 votes
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  17. Limit access to following tabs

    There needs to be a method to limit access to custom tabs on a per user basis (following tabs specified in the followingWindowSets.xml)

    4 votes
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  18. Add an "Order By" option to Maximizer.Data ReadList methods

    As well as being able to search for data in a Maximizer.Data ReadList it would be nice if the returned list could be sorted in to a specified order.

    9 votes
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  19. Expansion of the Liceneses and Activations to 3rd Party Add-Ons

    To make it simpler for Maximizesr Add-On designers to publish, sell and manage their software to work with Maximizer, allow paralell use of the License Management aspects of the software, without access to the core elements already present.

    9 votes
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  20. Correct scroll bar operation in a custom dialog called from the Grid Framework

    Currently the vertical scroll bar does not scroll to the bottom of the custom dialog window correctly.

    I created a tab which shows opportunity data and allows the user to select an entry. This selection is used to populate a gridview in the custom dialog of all of the notes attached to that opportunity however the last grid row is not displayed in full. as a workaround I added some non-breaking spaces following the grid control to allow the scrollbar to show the complete grid.

    6 votes
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