Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

How would you like us to improve your product?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 4 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
    • document preview

      The original versions of Maximizer had a preview pane for documents. We sorely miss this option and would like to see it reinstated for Web Access. Downloading every document is generally time consuming and an unnecessary inconvenience.

      28 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        2 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
      • Insert the same document on multiple records with Global Edit

        With the Global Edit, we can insert the same Note on multiple records.
        We need the same feature to insert documents through the Global Edit.

        49 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
        • Template library folders

          Provide the ability to file templates into folders in the Template Library similar to the Company Library. Template lists can get quite long.

          3 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
          • Ability to edit documents or speadsheets stored in Maximizer without download and uploading

            Would like the ability to edit documents or excel spreadsheets that are already uploaded and attached to the clients record without downloading the documents, revising, and uploading again. Possibly a way to open document in machines "cache", revise, and save in one process. Also would be great to have a "button" in Excel to save spreadsheet to client record with a dialog box, like we have in Outlook for an email.

            12 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
            • In documents show whether an email is inbound or outbound

              Show whether or not a document type Email is inbound or outbound.

              5 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
              • Use UDF values for generating MS-Word filename (when you merge with opportunity)

                When we merge a document to an opportunity, we want to use the value(s) of a UDF(s) to create the (Word) document filename. This is because we need a proper name when we share this document with PDF in an e-mail to a contact.

                9 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  1 comment  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                • document purge

                  Need to be able to identify by a search old or large documents, then optionally download en-masse to archive them, then delete en-masse

                  3 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add the ability to do a global edit of the properties when adding files to a contact.

                    For example, I sometimes add multiple files with a certain category. It would be nice to be able to change the category for al documents being added rather than having to go into the properties for each one individually.

                    3 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                    • 2 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                      • Note and Document Updated Date

                        For notes and documents display a separate date/time and user that corresponds to the last update of the item, in addition to the existing creation date/time and Creator.

                        4 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • File naming - if the document being added has a "." or "-" in the name

                          Maximizer doesn't copy all of the name to the file being added but stops before the "." or "-". It would be nice if the entire original document name could be captures so we don't have to retype it.

                          6 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow for a subject line in Notes

                            As it stands now, whatever you enter as text in the note will appear in the text field (in the Notes tab in the following pane), regardless of whether or not you hit enter to move down a couple of spaces. I would prefer to have only the "subject" of the note appear when I'm looking at the notes tab. A possible solution I received from Support was to bold the subject line so it stands out but this didn't work.

                            8 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                            • Make emails visible to partners in the partner portal

                              We can categorize the emails, but our partners can't see them unless we cut/paste the content into a note. Partners should be able to see an attached email if properly coded.

                              13 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                              • Hosted Solution: A document previewer, rather than a download each time would be useful.

                                When looking at multiple documents of one client - a preview option would be useful, rather than downloading each of them.
                                (Client request)

                                12 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • We need the ability to upload multiple files at once into the library. Adding one file at a time is painfully slow.

                                  We need the ability to upload multiple files at once into the library. Adding one file at a time is painfully slow. Conferences often give USB sticks with multiple presentations. We want the ability to upload these easily into the Maximizer Library.

                                  6 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                  • When sorting Document list by creator please also keep in date order within.

                                    When you sort the Document list by creator it doesn't keep them in date order. Searching through lots of saved documents can be difficult when the dates are all over the place.

                                    21 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • edit and save exel spreadsheets within clients profile rather than having to edit save to hardrive, then drop into client profile.

                                      In previous desk top version I was able to edit an excel spreadsheet in my client's profile and resave it to their profile. On the cloudbase version, I have to edit the spreadsheet, then save it to my hard drive. Then I need to "add" and upload the edited document to the clients profile and delete the previous version...then delete the saved edited version from my desktop...this is very cumbersome and needs to be fixed.

                                      6 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Knowledgebase needs an "All" Search option

                                        Knowledgebase is a great option for keeping track of all sorts of information, but after a search there's no simple option to get all records back so you can sort on a column. Could do with a Column Setup option in there too

                                        10 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          1 comment  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                        • There needs to be some way to back up the documents section for a client

                                          There should be a way to export, print a report or back up all of the documents for a client for record retention purposes. Something like the note report but for documents would be ideal. This way you can print a report of everything that has been done and sent to a client for your files. This is very important in the Wealth Management Industry.

                                          10 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3
                                          • Don't see your idea?

                                          Feedback and Knowledge Base