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Feature Suggestions for Maximizer CRM

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8 results found

  1. 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  ·  Admin →
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  2. Insurance Tab

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

    3 votes
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    Declined  ·  0 comments  ·  Contact Management  ·  Admin →
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  3. 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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    0 comments  ·  Contact Management  ·  Admin →
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  4. 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
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    Declined  ·  1 comment  ·  Contact Management  ·  Admin →
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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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    0 comments  ·  Contact Management  ·  Admin →
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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. 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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    Declined  ·  8 comments  ·  Contact Management  ·  Admin →
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  7. 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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    5 comments  ·  Contact Management  ·  Admin →
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  8. 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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    17 comments  ·  Contact Management  ·  Admin →
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Feature Suggestions for Maximizer CRM

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