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Feature Suggestions for Maximizer CRM

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16 results found

  1. Please Please let us Bold, Italic, or subtly alter the System fields for Contact Details!

    Using our version of Maximizer, we really would LOVE to be able to bold a company name instead of ONLY the First name and Last name...

    For Households that have dual last names, we have come to a partial solution since there is only one spot for names based on the basic system fields. We have been using the "Company Name" spot to input dual name clients so that when we are sending correspondence to the household level, it doesn't take 3 days to ensure all the one off's are truly ready to send.

    We are living in a dual…

    3 votes
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Custom popup (like custom actions) in the Leads module

    Add the ability to have a custom popup (like custom actions) in the leads module. This could then link to the Address Book when a lead is converted.

    1 vote
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  3. Notes under Custom Tab do not have option to show all notes

    Under Notes there is an option to tick SHOW ALL notes - this feature is missing in Notes under CUSTOM TAB

    4 votes
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  4. Address Book & Calendar Interface

    If the calendar in Agenda format, could be on the same screen as the address book, taking up 15-20% of the screen on the RH side, would save literally hours of having to go between the two all day long.

    Please do this :)

    4 votes
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  5. Text doesn't wrap in notes and comments

    In the old Maximizer, text in notes and user defined fields used to wrap so the entire text could be viewed without hovering over it. I much preferred this.

    9 votes
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  6. Search Catalog

    can we actually have a way of putting all searches into different folders!

    It gets frustrating going through one giant list

    9 votes
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  7. Date UDF Fields include Time

    I believe that the Date fields are stored including the time, but only presented as dates whenever shown. It would be handy if a Date UDF could have an option to also display the time component

    4 votes
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  8. New UDF Type(s)

    Being able to allocate multiple staff (Max Users) to an Opp or a Case, when using Account Manager is of course only limited to a single person, would be a great improvement, eg putting together a project team.
    This would also need to flow ideally to being able to send emails to all Team members.
    Setting up the Teams in Administrator isn't an ideal solution as they can be very dynamic.
    Also the ability to schedule Tasks & Appointments against a whole team rather than an individual as it currently is would make sense.
    Another type of UDF that would…

    6 votes
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  9. 6 votes
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  10. 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…

    10 votes
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  11. 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

    5 votes
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  12. 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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  13. 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.

    25 votes
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  14. 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.

    11 votes
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  15. Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)

    Currently, users can free-type into any basic fields that have a drop-down list (such as "Position" or Opportunity "Objective") even when they don't have the Access Right "Modify System Tables" which enables them to add items to the drop-down list.

    One of our biggest customers needs to be able to restrict this so that the users can only select from the list, not free-type into these fields.

    We think the best way to do this would be at field level, rather than user level, such as in the Administrator > File > Preferences > Mandatory fields - you could have…

    187 votes
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  16. Allow Replace or Append as default Address Book Search setting.

    Maximizer returns to the default Address Book Search setting (Replace current list) on startup.

    After my first search it retains my choice but returns to the default next time it starts up.
    It should allow me to either select my preferred default (Append) or pick up the preferance from my last use of Maximizer.

    12 votes
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