Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
59 results found
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'Logged into the server successfully...' error
The following error has occurred previously when using the Outlook integration:
'Logged into the server successfully, but there was an unknown error processing this request.'
This error has come up on a least a couple of occasions - saving email to Maximizer, or when just accessing Preferences - but it doesn't make it clear what the problem may be.
Could the error handling be adjusted in a future update to eliminate this sort of error?
3 votes -
Allow Adding an Individual to a Template Campaign when in Address Book Tab
Hi Maximizer,
I think it is rather cumbersome if you are in an invididual record (address book tab) and you have to click on Email Campaign just to enter someone into an Email Campaign Template. In some of the older versions of maximizer you were able to enter someone in though pushing a button in address book and selecting the individual.
This was much more convienent.
Thanks for considering my suggestion.
http://www.marabellafinance.com
Cell (760) 803-6464
Resectfully,
Chris Marabella - Marabella Commercial Finance, Inc.
1 vote -
Send appointments automatically
Have Maximizer send email/sms appointments automatcially based on date/time
4 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
1 vote
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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/DomainKeys_Identified_Mail
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.
14 votes -
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.
18 votes -
Outlook integration for Leads
Add the ability in Outlook to save the following to leads also:
Received Emails
Contacts
Sent emails18 votes -
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 -
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 -
8 votes
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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.
30 votes -
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 -
Multiple Email Addresses in a Single Email field
Like most other products do it would be good to be able to enter multiple email addresses into say the Email 1 field, separated with a comma (,) or a semicolon (;). This would cater for communicating with both people in a couple
65 votes
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