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
  1. Send appointments automatically

    Have Maximizer send email/sms appointments automatcially based on date/time

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Email logging details

    Currently, by default, emails sent from a Maximizer service case or opportunity are automatically saved to the respective case or opportunity as well as the contacts documents linked to the record. This is doubling the amount of data stored in the database. There is an option in the email Logging Details...to modify this but only for that specific email. By default, the next email sent from the record will revert back to the default logging to the contacts documents. I suggest that the logging selection remain as selected for the type of record until it is changed. This would function…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Encryption of Email or Attachments

    There should be integration with application to encrypt emails or attachments. In this day and age, there is expectation that the emails are encrypted.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Assistant Email or Email Address 2/3 Auto Send in CC in Bulk Messages

    Would be ideal if a client's assistant can be automatically cc'd on all correspondences either using one of the email fields or a UDF. Would also work if multiple emails can be added to Email 1 field separated by comma or semi-colon.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them

    When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them. We often make profiles for couples and they both would like to receive our emails.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Mass Emails

    during our busy time of the year.. we tend to have up to 700 clients per month to contact. as of right now.. there is a character limit for the To: , BCC, or CC . would be nice to have this unlimited which will allow us to send as many client an email at a time.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Reminder Templetes

    Should have more features to customize the reminder emails sent to clients. option to add and remove difference options to better customize our templates

    13 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Show/Manage Outlook Email Folders in within a window in Maximizer CRM Live

    Ideally, Outlook Folder System could be rendered and managed from within Maximizer CRM Live.

    Essentially, if you could map the Outlook Exchange Account folder List inside a single window in CRM Live, (mirror a list of mailboxes inside CRM Live, and have it allow preview, that would be good and useful.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add DKIM Support for Emailing via Office 365 (and others)

    As more and more clients use modern SMTP servers and route their Maximizer emails via services like Offices 365, it is becoming more important to support modern email authentication systems to ensure emails actually go out. DKIM is such a system and Office 365 expects it: https://en.wikipedia.org/wiki/DomainKeysIdentifiedMail

    Clients like Thrive are seeing emails get missed because just setting the SPF record is not enough for Microsoft to fully approve emails as being legitimate.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Email should log attachment name to notes

    In Maximizer Live address book the native email functionality has the ability to log email to notes. The logged not at this point does not include reference to the attached file name. This should be included in the note so that clients can refer back to specific files which they may want to store outside of the CRM due to large size.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Outlook integration for Leads

    Add the ability in Outlook to save the following to leads also:

    Received Emails
    Contacts
    Sent emails

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. The option to CC and BCC on mass emails (that are sent out separately) would be awesome!

    When sending out a mass email, separately so each individual gets their own, there is no way to cc or bcc anyone. It would be great if this feature were possible - so the contact that is cc'd can be copied on all the emails that were sent out separately and be able to keep up with those clients.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. When sending an email to a list, a feature that detects when multiple recipients have the same email address, and option to save preferences

    When sending an email to a list, particularly with Households, sometimes by request, multiple recipients will share an email address, so then they get 5 of the same email. It would be great to be able to detect when multiple records in a list have the same email address, then option and catalog those preferences.

    This would allow households to receive the email only once.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Subject line Warning

    Is it possible to get a warning when the Subject Line in an email is empty ? Currently you can send an email with a blank subject line from Maximizer but would be great if we can get a warning in case we forget to add a subject or continue without a subject line.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. 8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Carbon copy email logging

    When emailing from the Maximizer web client and logging is set to "Send a copy of this message to myself" is enabled and "Send as" is set to separately the system currently sends a carbon copy of all emails being sent. I suggest just sending 1 for either "separately" or "One email".

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Default Attachments Linked to Email Templates

    We are just wondering whether we could make a suggestion on email template. We are sending out the same attachment to a specific email template every time, so we are thinking if we can have default attachment linked to the text email template could help us a lot. Please let me know what you think and whether that is achievable or not, hope to hear back from you soon. Thank you.

    24 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. multiple email concern

    if my contact has multiple emails and i send an email, it sends to all of the emails that contact has. i would like the option to send to the primary email only.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Email Font - Calibri

    In the email font preferences 'Calibri' isn't an option to select. It can be selected when writing an email, just not when setting preferences. Please can this be added?

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 8 9
  • Don't see your idea?

Feedback and Knowledge Base