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Feature Suggestions for Maximizer CRM

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11 results found

  1. 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  ·  Admin →
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  2. 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  ·  Admin →
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  3. Note report should include field for Position

    Title of contact is missing.

    6 votes
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    Released  ·  1 comment  ·  Contact Management  ·  Admin →
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  4. I'd like to see the ability to update contacts during a .CSV import made available in Maximizer.

    ability to update contacts with a .CSV import to updae eamails or phone numbers or any UDF etc.

    9 votes
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    Released  ·  0 comments  ·  Contact Management  ·  Admin →
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  5. Reminder email to clients a few days before a client meeting

    Have Maximizer send out an automated email reminder (1,2 or 3 days - or a selection of time) prior to a client meeting already scheduled in maximize schedule.

    21 votes
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    Released  ·  1 comment  ·  Contact Management  ·  Admin →
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  6. Change Log

    I would love to see any data changes to a company /contact/ individual being logged into the history - ie. address change, company change, email address change. (ex: July 18, 2012 Email Change: john.smith@abc.com --> jsmith@abc.com).

    Currently you can't tell if any information has been updated, or what it was updated from!

    144 votes
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    Released  ·  5 comments  ·  Contact Management  ·  Admin →
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  7. I think it would be very helpful if I can click on call a contact and have it dial via Skype. Huge productivity increase. Thanks

    I think it would be very helpful if I can click on call a contact and have it dial via Skype. Huge productivity increase. Thanks

    49 votes
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    7 comments  ·  Contact Management  ·  Admin →
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    Released  ·  Maximizer Admin responded

    This has now been added to a recent release, such that the Timed Notes feature can started from a Lync or Skype call.
    The configuration to set this up is located un Administration\Preferences\System Options where you can setup the VOIP/IM Integration.
    Once configured here, it can be accessed from the Details Tab of the Address book using the little phone and note pad icon under the address info.

  8. Combining an Individual to become a Contact of A Company

    Currently (Maximizer CRM 12), it is impossible to Combine an Individual to become a Contact of a Company. In order to do this, an intermediate step is required: the Individual has to be converted into a Company first. The Individual then becomes a Contact of a Company and can be Combined into another Company.

    It would be great if the intermediate step of converting an Individual into a Contact of a Company could be eliminated in a future version.

    John

    59 votes
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    Released  ·  5 comments  ·  Contact Management  ·  Admin →
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  9. Automatically format phone number when entered manually

    Phone numbers are often copied from emails or websites and pasted into Maximizer. If the formatting is not manually changed to the standard format of (000) 000-0000, lists and entries are inconsistent. It would be very helpful to have the phone number fields apply the standard formatting of (000) 000-0000 regardless of how the number was entered, much like the way a manual entry of an Outlook contact is handled. For example, all of the following entries would be reformatted to (604) 601-8000:
    a. 6046018000 (currently this the ONLY formatting entry that does this)
    b. 604.601.8000
    c. 604-601-8000
    d. (604)601-8000…

    160 votes
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    12 comments  ·  Contact Management  ·  Admin →
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  10. Add a User Defined Field (UDF) Sort Button

    Almost every one of my UDF Tables Lists is out of order. It seems that the minute you manually edit a UDF Tables list order, it is never the same again. Please add a SORT button to the UDF Setup window. I am tired of sitting for hours nudging each UDF, item by item into its proper alphabetical order over and over again by using the Move Up/Down buttons.

    3 votes
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    1 comment  ·  Contact Management  ·  Admin →
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  11. Adding a photo to contacts or individuals

    4 votes
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    1 comment  ·  Contact Management  ·  Admin →
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    Released  ·  Connie responded

    This feature is now available in v12 Web Access in the Group and Enterprise editions!

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Feature Suggestions for Maximizer CRM

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