Feature Suggestions for Maximizer CRM

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  1. Integration with Google Hangouts Chat

    Would love to see an integration with Google Hangouts Chat (currently in early adopter status) to post updates to a room/channel instead of emailing notifications.

    7 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  2. Print/Save to Maximizer Directly Option

    In a similar way that PDF Printers, & in particular the way Microsoft OneNote works, it would be great to be able to print/save directly into Maximizer from Word & Excel, or in fact any other program. My thought is that currently you can only save a Word document to Max, anything else you have to save it first to your your filesystem, then go into Max to attach it there so it's multi-step. If there was a Max Printer it could allow searching for an AB record (and/or Opp or Case), & perhaps format desired (might have to default…

    9 votes
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  3. Synchronize the note body of a task

    When synchronizing tasks, the note body of the task in excel is dropped. We'd like to see this synchronize to Maximizer's note body

    1 vote
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  4. XML Export in Web Access

    It's essential to provide an XML Export capability in Web Access to provide data manipulation abilities not catered for in CSV export, in the process providing the ability to select fields as per another suggestion that exists. The Maxwin program must continue to be able to be run on the server in the meantime, although this doesn't help at all with Live clients of course.

    12 votes
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  5. Single Signon - Intergration with Active Directory

    Single Sign using users own Active Directory. This solves many things; it will save MAX support hr. It will make for a better End user Experience. It will also allow for better security.

    3 votes
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  6. Outlook Integration Requires 4K Display Support

    Currently, the outlook add-in does not display correctly on 4k displays with high resolution since the text that shows the contact an email is being recorded/saved to is extremely small.

    It would be great if they could recode the app to support 4k resolutions which are now extremely common.

    9 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create a Knowledgebase Article from an Email

    The Outlook & Gmail Integrations would be a lot more helpful if there was an option to Create a Knowledgebase Article from an Email

    3 votes
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  8. Company library in Outlook toolbar

    The Company Library is a great, if underused part of Maximizer. If you were to allow users to attach documents from the company library to an email using the Outlook toolbar - then it would become instantly more useful to many users.

    42 votes
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  9. Mailchimp integration should be tied to/use the Do Not Solicit By field, AND the Canadian Privacy Law functionality

    The title says it all - these features exist but the product development has ignored them - seems crazy to me.
    This ties to another suggestion (http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2580675-do-not-solicit-by-enhancement) - these features should all be working together

    12 votes
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  10. Office 365 add-in should have a Create Case option

    There needs to be consistency such that the Office 365 add-in should have the Create Case option & the Outlook toolbar should have a Create Opportunity option on it

    3 votes
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  11. The Outlook toolbar should have a Create Opportunity option

    Their needs to be consistency such that the Outlook toolbar should have a Create Opportunity option on it, & the Office 365 add-in should have the Create Case option

    5 votes
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  12. text messaging support

    I've twice in last month had existing Maximizer CRM clients want the ability to send a text from Maximizer to a contact's cell phone

    John Roberts

    6 votes
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  13. Enable more intelligent searches for contacts with the Maximizer Outlook Add-in

    When using certain email tracking services, you have to add something to the end of an email address. When you do this in outlook, it prevents the Maximizer Add-in from recognizing the email address and pre-populating the list to save to Maximizer. This could be corrected simply by allowing for non-exact matches in the search for email addresses.

    3 votes
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  14. Hotlists birthday

    Can Hotlist tasks be made into appointments so when it pulls through into phone sync they can be pop up reminders instead of having to go into tasks to find out who's birthday it is for the day?

    1 vote
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  15. Outlook plugin search results appear to be listed in random order

    Using the Outlook plugin to Maximizer web access the search results that occur when the system has recognized an email address appear to be listed in random order.

    Would be very helpful to be able to chose a different sorting of the search results, or at least have them sorted by company name and/or objective title, especially if you have many records with the same contact.

    7 votes
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  16. Gmail / Google Contacts Integration - Seeking Early Feedback

    Trujay Group has partnered with Maximizer to create an integration between Maximizer CRM, Gmail (emails) and Google Contacts. Trujay is seeking pre-launch feedback from current Maximizer 2017 release users, on-premise or CRM Live deployments. If you are interested in participating please send an email to hello@trujay.com

    6 votes
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  17. CSV Import of Opportunities needs to cater for Stage

    In v2017 the ability to have multiple Processes was introduced, but the Opps import only allows import of this & not the Stage, or the Next Action field. Both of these are generally available when importing data from a competitors CRM & we should be able to handle it.

    6 votes
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  18. CSV Import should cater for importing Date of Creation & Last Modified Date

    As we import data from other systems that have such dates available we should be able to retain it & not just have the same date of import on all records

    3 votes
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  19. CSV Import should cater for importing 2 x addresses ie a Street & a Postal, as many sources of data for import provide both

    CSV Import should cater for importing 2 x addresses ie a Street & a Postal, as many sources of data for import provide both. The first address set referenced would be the one deemed as the one to be used, but the second would also be available.

    3 votes
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  20. One Button in Outlook Int to Create new records for all people on the email thread, save email to new record

    Outook Integration Button to Save emails to after creating new addressbook/contact in Maximizer

    What if you could receive an email from a prospective client, click on a button that both creates the new client, adds the email to that new record, and does the same for all others in the TO and CC line (with one checkbox confirmation screen showing who is being created, and checkboxes as to whom will have the email saved to.

    One confirmation screen would allow total control over who is created and who the email will be saved to.

    This would save time creating one…

    6 votes
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