Feature Suggestions for Maximizer CRM

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  1. Allow individuals to change the default "read and full access" within the "add a note" feature

    For Advisors and Assistants (or anyone who works with a team), allow the default "read access" and "full access" to be changed. Our team wishes to have team access when they "add a note" to a contact. Otherwise no one else can see it

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  2. update "Favorite reports" to dynamic reporting from static

    Currently the favorite reports are static. by this I mean when you run the report under search and save it in favorites it is a snap short of that current condition and does not account for any changes or additions.

    As a simple example, if you have acitve and non active clients and you create a favourits report to only show active clients then each time you add a new client or you have a client move on you need to re run these reports from scratch and then save them again. This also applies when you are correcting data…

    6 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. Intuitive Keyboard strokes

    Prior to the recent update I could type the first couple of letters of a contact name and it would go to the contact. Now, I have to do a "search", then type the name and it finds it. But it also removes all others from the screen until I undo the search. No matter what the different options are to create the search, having the ability to simply type the first couple of letters of a name while in contacts is the simplest, most efficient and productive way. PLEASE put that options back in the program

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  4. Address book - auto search discontinued in April 21, 2021 upgrade. WHY?

    Removing this feature makes navigating in address book very cumbersome. Our entire office is not impressed with this change. Is there a way to change this back immediately to the great feature of auto typing to bring up the next client? Our entire office is not happy with this change.

    11 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to reassign a Task from one Contact to another

    Contacts often change within an organisation & it use to be possible to reassign a Task from one Contact to another in such circumstances, but this disappeared at some point making the use of the Hotlist more difficult. Can this ability please be reinstated

    10 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Being able to add a contact to multiple businesses

    If you could select multiple businesses to add/update the same contact person at the same time instead of 1 at a time, would save a LOT of time.

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. Leads - Do Not Create Opportunity option

    When using the Leads module you can Convert the entry to an Address Book entry.

    When doing so you are presented the option to create an Opportunity at the same time. There is also the check box available for 'Do Not Create Opportunity'.

    However, there is no option to enable this checkbox by default. This would be useful if you are a business that either doesn't use the Opportunity module, or creates Opportunities manually at a later time.

    6 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Notes Associated Entry - ability to update or move the note from one record to another

    It would be great if we could either update the name in the Associated Entry column in Notes or be able to move it - sometimes things get placed in the wrong area or under the wrong name - it is extremely time consuming and tedious to have to move each one by re-entering all that info!

    4 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. More ways to contact clients - telegram, whatsapp, etc.

    For each phone number, i can configure a number of services - phone, telegram chat, telegram call, whatsapp call, etc.

    System wide, i select which services we use with clients, and an associated icon and URL scheme. You would prepolulate with telegram, whats app, skype, the rest are up to us.

    On the contact details tab, instead of just a phone icon, which uses the tel: URL shcheme, there are also iconds for skype, telegram, whatever else I set up.

    Further, for services not using phone numbers for addressing, they can be listed as "Communications" rather than "PHone" but show…

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. Standard procedures.

    Address book entry can just be the start of a procedure to add a new customer. There might be visits to arrange, emails to be sent, opportunity's to create, letters to be mailed etc.

    All of which could appear on a check list to ensure fullness of data.

    Some tasks may need to be carried out later than the initial entry, But NOT time and date stamped to reflect the reality of administration.

    A pull down list of customisable "Active procedures" would enable anyone to cover in a colleague's absence and ensure that correct company procedure was followed.

    The task…

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make the Leads section useful.

    While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note.

    Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact…

    3 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. transfer files between contacts

    sometimes erroneously add file to the wrong contact - would like to be able to simply move vs delete and repost

    4 votes
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  13. 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 →
  14. 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 →
  15. 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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  16. 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 →
  17. 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.

    12 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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  19. Insurance Tab

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

    3 votes
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  20. 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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