Feature Suggestions for Maximizer CRM

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  1. Provide the ability to link a Suburb to a Zip Code

    When adding a new AB entry, be able to have Max prompt the 1 or perhaps 2 Zip codes that are available to match the City/Town field. Eg, here in Perth WA, Perth city has a zip/post code of 6000, a neighbouring suburb Burswood is 6012 etc, so we'd need to be able to maintain a table of these, which would need an import facility as the list is available from our postal service

    6 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  2. account status

    Being able to change the UDF on Accounts - Status. The current options for Status is not applicable to my business. I would like to add Lapsed. Denied. Client Not Proceeding With. Completed. The current options of Abandoned. Lost. Managed Account. Do not apply to my business.

    3 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. Include Related Entries as widget on Custom Tab

    Allow related entries to be shown on the custom tab in the contact list.

    4 votes
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  4. Possibility to remove company name on personal address when contact is linked to a company

    Possibility to remove company name on personal address when contact is linked to a company

    1 vote
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Conditional mandatory on system fields

    We are able to create conditional mandatory fields on UDFs. What about system fields like First Name, Last Name and Email Address? All three are required for Sync with MailChimp = Yes.

    Example - I want to force First, Last and Email to be mandatory if Sync with MailChimp = Yes.

    9 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Note Entry following Meetings

    In the financial version, entering client meeting notes is critical component following meetings. Right now we complete the meeting and there is a follow up Task/Meeting option. We would like to add the ability to "Add Client Meeting Notes" to this pop up window. If the user selects this, the notes window will open allowing the user to enter client meeting notes for the client meeting that is being confirmed. Nice and easy vs having to go back to client when completing the task or meeting.

    4 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. Insurance Tab

    I would like to see the insurance tab on the contact page become customizable.

    3 votes
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  8. Printing Completed UDF Fields for a contact, company or individual

    In the Maximizer Desktop program, a feature was available to print all completed udfs for an record. All that was required was to open the UDF window and form the right click menu you have the option to print all completed UDF fields for a record (see attached screen shot). This was ideal for government agencies because all government agencies need to keep a paper trail of personal information recorded in an electronic database. In the web version of Maximizer, this print feature is no longer available.

    4 votes
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  9. Additional "Date Last contacted" type fields.

    We have had a few requests to have better "Date Last Contacted" information
    Ideally can we get a set of automatically updated date fields for "Last Emailed", "last appointment", "last phoned" etc as well as the umbrella "Last Contacted" field.

    9 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. Suppress Lead options when adding new AB entries

    There needs to be a system flag to indicate whether the Sales Lead option is being used or not, and if not then the options to create a Company/Indiv/Contact Lead should be suppressed in all places as when accidentally selected can cause great confusion as to why fields are not appearing in Keyfield views

    9 votes
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  11. Folder structure for emails

    Create a selectable mandatory field option so that outgoing and incoming emails can be saved to pre determined categories.

    Current situation of simple time and date stamping of emails under a contact makes finding historical email conversations painful & time consuming.

    If users don't want to be able to save under user created categories then they can deselect the option.

    But if selected, the sending and saving cannot occur unless a selectable field is ticked as unless its made mandatory users will not save to categories unless it is mandatory

    16 votes
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  12. Regarding the position field It is too short. Increase the field from 79 to 150.

    Regarding the position field It is too short. Increase the field from 79 to 150. Importing from another source I receive the error and nothing is imported. Contact -> In column Employee Title mapped to Position: The cell value 'Vice President & Director, Floating Technology Applications (Floating Oil & Gas Solutions)' is too long to fit in the field, which fits 79 characters

    9 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add a default filter criteria option to Quick Search

    Many of the results returned in a large database covering different geographic regions or department or business unit, are irrelevant to the user pewrforming the search. To assist with this, have a tick option to the right called "Default Filter" where you can set an Advanced Search style set of criteria that are always applied in addition to the current Quick Search being executed. For example:

    Category = Customer
    AND
    Account Manager = [Current User]
    etc.

    As a tick option a "global" search could quick by toggled on and off, but at least most users could get most relevant results…

    12 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. Search by Area Code

    In Maximizer CRM Windows Access, we were able to search by Area Code. This is not possible in Web Access.

    In Windows Access, searching for 514 would return all phone numbers that had 514 at the beginning. In Web Access, searching for 514 returns not only 514-***-xxxx, but also numbers like xx5-14x-xxxx.

    Users frequently need to search by Area Code. Please implement this in the next version of Maximizer CRM!

    Thanks very much!

    15 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. mass delete of notes after a search would be a great improvement

    mass delete of notes after a search would be a great improvement

    4 votes
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  16. Back-date the note on a Global Edit

    When performing a global edit on maximizer, the option to also put a note at the end of your global edit is helpful, but you can't backdate the note to a different date. Thus if you are performing an edit on multiple contacts where the event occurred in the past, you are stuck having to go through each individual contacts notes to backdate the note to the appropriate date.

    10 votes
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  17. Use Google Maps directory information to populate basic Company fields

    When using an device that is location aware, or otherwise via an embedded map screen, present the known Google Maps data at that location for use in updating or creating a record, including:

    Street Address
    Business Name
    Phone Number
    Web Site

    15 votes
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  18. Ability to change default font in Notes

    Currently the default font for notes is Times New Roman. We would like the ability to change this because we prefer to have all our notes in Tahoma, size 2.
    Please add this feature.

    18 votes
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    2 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. Automated Email that will notify clients of lease expiration

    Automated Email that will notify clients of lease expiration. System would send emails out depending on rules you setup when Lease Expiration is about to happen.

    1 vote
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  20. Schedule multiple call-backs with one click

    Once every week, I select a group of contacts to email. Then I follow it up with a phone call a few days later.

    I can easily select the list
    I can easily send separate emails to everyone on the list
    But my suggestion is:
    Make it easier to schedule a callback and Priority for everyone on the list (usually my list is 20-40) without having to schedule each call back separately.

    4 votes
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