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Feature Suggestions for Maximizer CRM

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73 results found

  1. Undo option when you Make List Current

    How many times have you spent time manipulating data in Maximizer and clicked Make List Current only to realise that you meant to Invert Selection first? Yes this is a user error but oh so frustrating. The ability to go back (undo) to the previous list would be grately appreciated.

    57 votes
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  2. Printing Notes with HTML layout

    In the Windows client it should be possible to print notes with the HTML formatting. (Ideally this would be an option of the current print to dialogue).

    30 votes
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  3. Default Entry - Make the COMPANY default entry dialogue box not to import the fields entered into the CONTACT default entry dialogue box !

    Default Entry - The company will have reception telephone and fax, as headers for specific entry of details, the contact will have other numbers, DDI, Mobile, email, Skype etc. But there seems no way to divide the two. Entry into the company default is fine then enter the specific basic header data into the contact default and it then appears in the company default also? AAAAAhhhh

    9 votes
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  4. Field Validation

    Maximizer CRM needs field validation such as is available in other CRM's. Ex: Postal Code Canada: A9A 9A9; Postal Code US: 99999 or 99999-9999; Phone number Canada & US: 9-999-999-9999

    14 votes
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  5. "Move Selected Contact" button to workstation version

    It would also be nice to see the "Move selected Contact" button in the web version to the workstation version - I am NEVER able to get the drag and drop to a new company to work , it's a nightmare. When I found the "move selected contact" button in the web version I was so happy , and then confused as to why it's not in the workstation version

    63 votes
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    Declined  ·  Maximizer Admin responded

    Maximizer is making changes to its product line up that involved the impending discontinuation of the Windows client, in 2016. Windows client users can continue to follow the standard upgrade path to Maximizer CRM v2016, due out in late fall 2015 and then remain on that version for as long as they choose. Over time, support for CRM v2016 will cease, and the customers will have to make a decision between migrating to a solution like Web Access or Maximizer CRM Live or continue with an unsupported solution.
    We encourage customers, to continue the dialog with Maximizer Software about any potential product requirements or otherwise, which would help facilitate an easy migration to Web Access or Maximizer CRM Live.

  6. Contacts to automatically inherit UDFs from Company/Individual

    If a certain UDF is blank at the contact level, then just inherit the value from the same UDF at the company/individual level

    117 votes
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    Under review  ·  Maximizer Admin responded

    Could you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.

  7. Related Entries Description in Column setups

    The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).

    15 votes
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  8. Dynamic Favorite Lists

    Favorite Lists that use a catalog search. You would be able to associate a favorite list with a saved search (or catalog search).

    3 votes
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  9. Category field on Notes dialog.

    Can the Category value in the notes dialog have a mandatory option please

    11 votes
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  10. Add a photo to contacts or individuals - Maximizer CRM Entrepreneur

    I see this popular idea was added to Group and Enterprise. Can it be added to Entrepreneur?

    15 votes
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  11. Support "Friendly" Company Names

    In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" or "IBM" and be taken to the same record.

    97 votes
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  12. Hide Inactive Contacts

    Instead of deleting a Contact from the database outright, the user should be able to flag a Contact as "hidden". This allows the Contact's historical information to be retained without cluttering the active Contact list. A "Show Hidden Contacts" checkbox could be added similar to the "Show Hidden Fields" checkbox has been added to the UDF tab.

    154 votes
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  13. Separate "automatic" Notes from "manual" Notes.

    The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.

    52 votes
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