Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
6 results found
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outlook integration customization
The ability to choose what happens when emails are sent or received. Example, create a follow up task.
3 votesYou can already create a task, or case based on an email.
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suggestions link from maximizer
It is great having a Suggestions Link to this site within Maximizer. But each time I have to then Sign In to vote or comment. Is it not possible to have the Suggestions site to recognise me when I hit the link from within my Maximizer?
3 votesNot much we can do. It is a 3rd party site.
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When searching for deleted users you can find them but can't do a global edit to remove them.
When creating a contact in Outlook, add in the salutation field (Mr / Mrs) in Outlook so you don't have to go back into the contact in Maximizer and add it in afterwards.
3 votes -
Parser for LinkedIn and/or XING
A customer of us is interested in a parser that would extract information from XING and/or LinkedIn similiar to an addon he used for a different CRM software that he used before changing to Maximizer CRM.
As XING and LinkedIn are getting more and more important for todays business it would be a great help to keep contact informatio up to date. A possible parser (might be an AddOn) would help them to add contacts/companies/individuals faster and therefore save money.7 votes -
I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to be easily add a note get the addres
I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to easily add a note get the address entry pulled and see service cases, opportunities…
10 votes -
TAPI Support for Windows 7
I would like to make calls from Maximizer with my existing contacts - using the dialer and my phone system (in this case Allworx).
Why can I use Outlook in this manner but not Maximizer? What is different about Windows 7?19 votes
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