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!
77 results found
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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 -
Insurance Tab
I would like to see the insurance tab on the contact page become customizable.
3 votes -
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.15 votes -
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
19 votes -
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
12 votes -
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 votesNot clear what is this for, Why would you want to delete notes after a search?
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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.21 votes -
The Date Last Contacted field- intelligent global edit needed for existing databases
The Date Last Contacted field would be very useful- except for the fact that, as a brand new feature, almost my entire database is blank on this field. There needs to be a way to do an intelligent auto-update global edit for this field, setting it to whatever the last time a note was logged for the entry. That would be VERY useful, as I cannot see any value in having this field otherwise (except for people who are just now getting started creating a Maximizer database).
15 votes -
Notes - No horizontal scrollbar
There does not appear to a horizontal scrollbar in the Notes dialog since the release of 2017 - resizing the window appears to be the only way you can read text that has gone off screen and to move back to the left you can only use things like the Home button.
10 votes -
Convert Individual record - Copy all basic fields and UDFs to Company and Contact records
When we convert an Individual Record to a Company/Contact, the fields are carried over to the Contact record but not to the Company.
Example : The "Partner" field value isn’t carried over into the Company record, although it is available on the Contact record.
Please copy automatically all fields and UDFs to both records during the conversion or give the ability to choose manually which field to copy...
151 votesWe are considering combining Company and Individual to a new group called Account.
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New contact inherits UDF of campany
New contact inherits UDF of campany
72 votes -
Ability to Convert a Company to an Individual
In Maximizer CRM Live you can convert an individual redcord into a company record, but there is no way to convert a copmany into an individual. This was possible in older versions of Maximizer software, but the option has been taken away.
24 votes -
allow for the "links" menu item to be able to host file locations
allow for the "links" menu item to be able to host file locations (example: file://///mx-vm-01/nas//0 - PROSPECTS/)
16 votes -
Increase length of basic fields
Please add the option to increase the length of the basic fields or just increase them out-of-the-box. The amount of characters isn't enough.
9 votes -
"New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature
"New Contacts inherit user-defined fields"; very important for me & also be able to globally add this feature
30 votes -
Security Settings
Our Wishes to break down the "Address Book" Security setup since if you allow a user to delete or insert an address book entry it applies to all "Address Book" type entries ie. Companies , contacts and individuals. The customer would like the security settings to be setup independently for Companies, Contacts and Individual. We will appreciate it if you can consider this feature enhancement since it is not our first requestl
12 votes -
Google Contact Integration
Synchronize Contact list with Maximizer
37 votes -
Add notes to multiple contacts or companies at once
I would like to be able to add notes to multiple contacts/companies/individuals at once. We occasionally have multiple customers attend the same meeting. It would be great to highlight all of those customers, and add a manual note and be able to input the information from the meeting.
12 votes -
Add an Asset Management Module
Understanding what clients have purchased and their respective warranty, service, and option history is essential for account management. We current use the "customer service" module for this purpose, however, it would be best if "ASSET MANAGEMENT" was a discrete module.
Assets could have UDFs that are application specific. They could be created from the products that are included in an opportunity. Once an opportunity status changes to WON, the information could be transitioned to a COMPANY asset.
This would add a life-cycle component that is very valuable, differentiates from other CRM, and saves time, and provides extremely useful information.
16 votes -
Cascading company web address to all contacts of that company by default
Currently when you add a new contact to an existing company in Maximizer, the company address cascades through to the contact by default. However the web site address doesn't and you have to manually add it. In 99% of cases the contact's web site is the same as the company's unlike the address which is often different, so can the contact's web site automatically default to the company's please?
5 votes
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