Feature Suggestions for Maximizer CRM

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  1. Each Contact to have unique billing, shipping, and contact addresses, all printible to a label

    Each Contact in a Company should have the option for an address for a OFFICE LOCATION Address, BILLING Address, Shipping Address, and that sequence should be repeatable / printable to an envelope, or label through Word Integration - and the sequence detectable so when I want to print 1000 labels for billing addresses for each contact at a company, I can do so and it will grab the right address. Similarly if I ever want to send a CONTACT who works from home a package (not the company, but the contact) I have to print labels by exporting the list…

    9 votes
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    • Mailing label position

      I would like to be able to indicate the label position for each time I print labels. Otherwise whether I am doing 1 or 25 labels I would have to start a new page of labels for each one. That would indicate a lot of waste for expensive labels

      1 vote
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      • Show outgoing call subject in his notes tab similar to emails

        Subject line when making an outgoing or incoming call does not show in the notes page. E-mail subject lines do. Rather than seeing the "text" say phone call: XXXX say subject:XXXX like e-mails do when stored in notes.

        2 votes
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        • 6 votes
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          • User Defined Fields

            Would be great if we could have the ability to set a default settings where the UDF's that are filled in show up and the tree is expanded always. Save this as my personal profile view or something? Lots of things within Max could use this type of thing. The ability to save your view of things moving forward so you don't have to always open things up every time.

            21 votes
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            • Expand Notes Reading Bar & Save as Default Setting

              I would like to expand the notes reading bar and save it as my default for whenever I view any notes. You can expand it but it doesn't save that change. And when you do expand it the notes just run off to the right and disappear rather than carry on below in the white space.

              Would be excellent to setup that Notes screen to have expanding reading space and have the words fill into that space.

              22 votes
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              • Column Setup gets Corrupted

                For the last 10(?) Maximizer versions, 4(?) Windows Operating Systems, 6 Computers and 15 years my Column Setups have always got corrupted (see attached screen dumps). The only common denominator is our desktop Maximizer.
                The width of one column goes crazy (see dump).What is the solution?

                3 votes
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                • Allow more than one Coloring Rule to be applied at once

                  For example, one Coloring Rule could apply to a group of companies and at the same another Coloring Rule to apply to a group of contacts. If more than one rule applies to the same record, the rule that is first in the 'Defined rule's' list would take priority.

                  1 vote
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                  • Add user defined shortcuts buttons to quick access

                    It would be great to be able to add buttons to quick access for different things in Max including if possible saved searches etc.

                    3 votes
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                    • I would like to be able to customize the colour in Maximizer

                      I would like to have more options for the colour used in Maximizer. The Green is too much, would like more neutral colour options... I honestly preferred the white blank background over the new green one.

                      21 votes
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                      • Ability to Customize Colors for all sections (Calendar, Opportunities, etc)

                        Ability to Customize Colors for all sections (Calendar, Opportunities, etc). The current purple on the calendar appointments makes the black text very hard to read.

                        26 votes
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                        • please put back the ability to print shipping labels. it was in previous (pre-Word) versions but now requires manual setup for every label.

                          old versions of Maximizer (pre-word) allowed for printing shipping labels (#5164) with the client address in the correct place. now we must manually position it each time. big time waster and a definite regression.

                          6 votes
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                          • The color setup changed when the notebook is suspended

                            I setup up the window black color but when I shut my notebook (suspended) the color setup return to blue

                            1 vote
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                            • As part of the coloring rule

                              For the coloring rule it would be nice to use greater than a date or less than a date to set up a rule. As it is now you can only use = to a specific time frame.

                              1 vote
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                              • Choices with date format, to reduce column width in view.

                                A full date makes a column VERY wide. We use Maximizer for our sales meetings and like to fit many columns into one view. Long dates make it much harder to fit multiple columns in one view. Suggest three formats: Current long form, January 25, 2016, Total short form 1/25/2016 and condensed 26-Jan-2016.

                                1 vote
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                                • Screen real estate in desktop mode in address book.

                                  In desktop view there is a lot of screen real estate being wasted. In address book we have only 2 panes/frames. The bottom frame used to be split into two allowing me to look at customer details/info from a search AND see recent notes in the other frame - no scrolling or tabbing required. Now I have to tab every time to see more which is crazy because there is so much unused white space.

                                  I know everything is designed for mobile first these days, BUT some of us still have nice big screens that we would like to take…

                                  1 vote
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                                  • 4 votes
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                                    • Maximizer Category Manager

                                      Set up the process to manage categories like the access rights. It currently is to many steps. Also add the ability to add directly into the drop down list as you are working.

                                      To see a mockup of the idea>>>> https://getsatisfaction.com/maximizer/topics/maximizer-category-manager

                                      12 votes
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                                      • add a phone # field option when creating labels from the contact list.

                                        Add the phone number field as an option when you are creating labels for files. Currently only has name/address and other fields, no option to add the phone # on the label.

                                        2 votes
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                                        • Edit feature to catagory drop down.

                                          Add an add/edit feature to the drop down list in all locations so you don't have to go into the Administrator any time you want to make an addition.

                                          6 votes
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