Skip to content

Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

24 results found

  1. Webforms should have option to bring entries in as Leads

    Instead of only being able to add new address book records, the webforms should be updated to have the option to create Leads.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Allow more than 5000 characters in notes

    The character limit of 5,000 when entering a note for a client is far too low!! I'm constantly running up against this limit and having to make other arrangement (e.g. save separate document in files, split the note into two separate notes.

    This is very frustrating as it makes following a set of notes much more complicated. This problem can be alleviated by increasing the limit to 20,000 characters or more or no limit at all!

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Partner portal dashboard

    Partner portal dashboard :

    Please enable the basic dashboard for Partners which is required.This will help them to forecast and work on the pipelines.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners

    In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Excel import restriction by module

    I need to give access to certain users to excel export their opportunity or service case, but want to restrict address book download. I need to have a track on user level data export to excel.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. VOIP Ring Central. so you can call from in max and record. had it before now gone

    So you can call from in max "Make a call" and record results. Had it before now gone. all the key features are there. Just can not call from in max. Used to have screen pop up with caller. Gone to eh!

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Increase the granularity of Security Setup

    Today, we discovered that the ability to opt-in email types is tied to the "Modify System Tables" privilege. This privilege also give the user a number of other rights such as the ability to delete contacts - which we don't want to do. At the moment, I would be happy to have this one piece changed but ultimately, I think it would make sense to have a look at security as a whole in terms of what improvements could be made. For starters, more granularity in general, possibly add field level security and the ability to make changes to more…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Improved readability of dates

    I run a camping booking system on Maximizer. It would be great to be able after keying in the booking days to search and/or read off arrival days for my customers by the day (text) and not by a numeric.
    eg. Arrive: Monday, 26 October 2020, instead of 26October2020. Small issue I know but for me it would be very helpful better able to visualize. :) Tks Ben Barton Mt Barney Wilderness Camping www.mtbarney.com.au

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Partner Portal Performance

    Partner Portal performance is very slow. Slow to load and slow to login. Performance needs to be addressed

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Default entry management in web access

    In the new web access default entry management under settings there are two problems:

    1. There is no way to access a users default note or default document for any module. This is also removed from win access on on-premise admin.

    2. In MaxLive we are not able to global edit default entries, which works on on-premise.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Partner portal

    Increasing the fields visible in the partner portal from 20 fields to 30 fields. Ideally lifting the restriction totally

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. calendar

    Holiday Editor. I use to be able to edit holidays on the calendar. I can't do this anymore - plus... the old ones I added years ago cannot be removed! Please can we have the Holiday Editor back.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. MailChimp - allow 'Unsubscribe' to synchronize with Maximizer

    If a user unsubscribes in MailChimp then they are removed from synchronization, but there is no way to tell in Maximizer if that user unsubscribed.

    This could be a problem with GDPR now in place.

    E.g. A marketing agency uses MailChimp but the sales team email from within Maximizer. If a user unsubscribes then they may still receive mail from the sales team that isn't wanted.

    Please add a feature to allow the 'Unsubscribe' in MailChimp to synchronize with Maximizer.

    40 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Items level security

    We need to be able to hide or display items of table fields (UDF and basic field) based on security groups.

    144 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Find free time missing from hotlist tasks

    In windows access we had a Find Time control in the create hotlist dialog. This is missing from web access. We need it back.

    25 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Adding items to a table field in Edit Mode

    When in edit mode, I don't have the ability to add an item in a table field. This is important when gathering new information from a customer. When I'm on the phone with a customer it is important to be efficient with their time and my time.

    33 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. An integration module for 3CX (Unified Communications)

    The 3CX CRM Integration module is a Windows application that allows you to integrate 3CX Phone System with different CRM systems. The module provides out of the box integration with Salesforce, Microsoft Dynamics CRM, Sage ACT!, SugarCRM and Google Contacts. The integration with other CRM systems can be easily achieved by creating custom plugins. This functionality increases user productivity, enhances reporting for management and improves customer service levels.
    Please add maximize to this list

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 36 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Partner Portal: access to Customer Services cases

    It would be nice to be able to access the CS cases from the client's record without going to the "CS module".

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1
  • Don't see your idea?

Feedback and Knowledge Base