Feature Suggestions for Maximizer CRM

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  1. 3 votes
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    1 comment  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
  2. Option to insert a following Iframe tab that is linked to a dynamic UDF field.

    This way one can create an iframe tab just like the social network one based on a custom dynamic URL.

    E.g. http://sharepoint.ourserver.com/shared documents/{company name} will open all the SharePoint folder for this client.

    4 votes
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  3. It would be nice if Maximizer will provide the functionality on Customizing the Icon Bar Globally.

    It would be nice if Maximizer will provide the functionality on Customizing the Icon Bar Globally.

    26 votes
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  4. CRM 12 Entrepeneur Usin

    It seems, using a wide screen monitor as opposed to a square monitor inhibits the viewing of all of the words on the menu bar. On some of it, the bottom portion of the words are missing. Suggest to increase the size of that area or reduce the font or whatever you figure out. Title: CRM 12 Wide Screen & Displaying of Complete Menu Bar. (this title would not complete in the title bar as requested.

    3 votes
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  5. Quick Launch Bar Icons need to be more distinctive

    I have added several shortcuts to the quicklaunch bar. For example search by ID, or search by first name. Unfortunately they are all added with the same icon - a green circle so there is no way to remember one from the other. Please make the icons unique to every command and add an information bubble and/or text.

    23 votes
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  6. 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…

    178 votes
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  7. Tools > Macro buttons still appear, despite the fact they don't work on most operating systems

    I notice the buttons for Macros on the Tools tab are still there in v12, despite the fact they don't work on Windows Vista/7 or Server 2008. Macros are supposed to still work on Windows XP and Server 2003, but as these are old versions of Windows that will soon cease to be supported by Microsoft, isn't it about time you removed this functionality/buttons altogether?

    Steps to replicate:
    Go to Tools > Record Macro.
    If Windows Vista/7 or Server 2008 it says "This functionality is not available in the current configuration" - this is ok, but it would be better…

    10 votes
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  8. Pin the Maximizer shortcut to the Windows 7 taskbar properly

    If you pin the Maximizer shortcut to the Windows 7 taskbar, it adds the icon correctly, but when you open Maximizer, it puts another icon to the right instead of putting a border round the existing icon, which is the correct way to display open programs in Windows 7.

    Steps to reproduce:
    Right-click the shortcut for Maximizer (MaxWin.exe) and select "Pin to Taskbar"
    Click on the Maximizer icon on the taskbar to launch Maximizer.
    Another icon appears to the right.
    Pin any other program (eg: Microsoft Word) to the taskbar and launch it.
    The existing icon has a border round…

    26 votes
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  9. 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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  10. Remember the settings for Date/Time displayed

    One of our customers has found the options to remove the Date and/or Time from the bottom RH corner of Max however this is not remembered which rather negates the options being present since the users are unlikely to keep setting this each time they open Max.

    1 vote
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
  11. Easier to customize forms, menus, labels

    Drag & Drop sections of the application, easier to use menus to customize without having to modify the code.

    22 votes
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