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Feature Suggestions for Maximizer CRM

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10 results found

  1. We really need you to integrate with address standardization software.

    We really need you to integrate with address standardization software.

    10 votes
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    1 comment  ·  Integration with other Applications  ·  Admin →
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  2. Email logging security

    Currently when you modify the full/read access when saving an email from the Maximizer Outlook toolbar it still logs the note by default as public. I suggest that this be modified to honor the full/read access selected when saving the email document in order to maintain security standards.

    3 votes
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    2 comments  ·  Integration with other Applications  ·  Admin →
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  3. Azure Active Directory

    It would be fantastic if we could integrate SSO with Azure AD. It allows us to expand SSO without poking holes in our firewall as well allows us to continue putting in applications already used with Azure AD SSO. This is something we use for Adobe products, etc. already.

    10 votes
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    0 comments  ·  Integration with other Applications  ·  Admin →
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  4. 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.

    6 votes
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    0 comments  ·  Integration with other Applications  ·  Admin →
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  5. Add Objective into Opportunities available for assignment list - MWA Outlook Integration

    Add a column (or a popup) for Objective into the "Opportunities available for assignment" list that appears when searching in the Save Email to Opportunities in Maximizer Web Access Microsoft Outlook Integration. If there are many opportunities with a single company and contact the current window columns of Contact, Company, Status, Stage, and Close Date do not help tell the opportunities apart.

    54 votes
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    4 comments  ·  Integration with other Applications  ·  Admin →
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    Released  ·  Maximizer Admin responded

    Hi, this has already been implemented. You can define your preferred column setup (you can add Objective column for your use case) on Maximizer and use it when you’re searching for opportunities using Outlook add-on. Just select “Change column view” and pick the specific view you prefer.

  6. Ability to Add an Address Block in Microsoft Word Plug-in

    Rather than having to add individual elements to a Word document it would be handy to have an address block merge field (editable - e.g. no country if not needed).

    3 votes
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    Released  ·  5 comments  ·  Integration with other Applications  ·  Admin →
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  7. Maximizer compatibility with '64Bit' Outlook

    Maximizer needs to be COMPATIBLE with '64Bit Outlook'.
    Going forward, a large number of PC's are being sold with 64Bit software nowadays, and many customers are upgrading to 64Bit Operating systems; therefore the Integration between Maximizer and 64Bit Outlook is a must!!!

    52 votes
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    12 comments  ·  Integration with other Applications  ·  Admin →
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    Released  ·  Maximizer Admin responded

    For Maximizer CRM web access (on premise and CRM Live), we now fully support 64bit Outlook. Hope this helps.

  8. Google Apps integration - gmail, google contacts and google calendar

    Gmail - save emails from gmail into Maximizer, sync emails between the 2 (send/receiving from one will show up in the other)
    Google Contacts - sync contacts between Maximizer and Google Contacts
    Google Calendar - sync appointments between Maximizer and Google Calendar

    102 votes
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    18 comments  ·  Integration with other Applications  ·  Admin →
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    Released  ·  Joseph Hui responded

    Gmail Integration for Web Access has been implemented as an Open Source project. This project is available for download through our Developer Connect website. Go there to see more details.

    I have split off the Google Contacts and Google Calendar into two other features. If you feel they are important, please add your votes there:

    http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/4285672-google-contact-integration

    http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/4285680-google-calendar-integration

  9. Call the Outlook Add-in tab Maximizer

    A minor point is that the Maximizer Add-in Tab in Outlook says just that "Add-in", unlike Norton and some other programs which create their own tab with the name of the application rather than just using the default Add-in tab. It is impossible to change the Tab name to Maximizer from Outlook options so perhaphs you might like to give the tab a better name? - comment based on user feedback.

    6 votes
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    0 comments  ·  Integration with other Applications  ·  Admin →
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    Released  ·  Connie responded

    This is now available in the Summer Release!

  10. Version 12 - Please provide option to hide or remove Social Networking tab, if continues to be excluisively associated with Premium Linkedin

    Version 12 - Please provide option to hide or remove Social Networking tab, if continues to be excluisively associated with Premium Linkedin

    27 votes
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    5 comments  ·  Integration with other Applications  ·  Admin →
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    Released  ·  Connie responded

    This is now available in our Summer Release at the end of June in Web Access and CRM Live!!

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