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!
10 results found
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Add the option to only save sent emails in Outlook to contacts' notes, not documents.
Add the option to only save sent emails in Outlook to contacts' notes, not documents.
1 voteSince we introduced interactions, emails will not be saved to notes. All emails will categorized as interactions.
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Would be nice if you can have a voice over text feature on the desk top version. It would be nice when typing emails etc.
voice over text option for Maximizer - desk top version.
1 vote -
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 -
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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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 -
Update last modified date when saving email from Outlook add-in
When saving an email with the Maximizer Outlook add-in (Windows and Web ) the Last Modified Date of the record does not get updated. It should be.
18 votesThis is one of the fundamental behavior in Maximizer. When Notes and Documents are added to a record, the “Last Modified Date” is untouched.
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Maximizer CRM 12 Web Access has reduced email functionality compared to v. 11
In previous versions of Maximizer CRM Web Access, there was a Menu link that allowed us to view emails in our Inbox.
Although Maximizer CRM 12 Web Access is much improved over previous versions, for some reason, this functionality has been removed!
This is critical functionality that should not have been taken away from Web Access users. Maximizer Web Access 12 users on the Windows platform can use the Outlook Add-In to handle their email. Mac users can now only send emails: they can no longer save emails to Maximizer CRM 12 Web Access!
Please restore this functionality as soon…
60 votesMaximizer CRM 12 is no longer supported
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Email Window Integration - Performance Improvements
As a support technician for Maximizer we are constantly getting complaints regarding the effects on performance of Maximizer when users open the Email window in the product.
Quantity of email, visibility of other profiles and more recently and becoming more common, hosted email services are all root causes to the problem.
We have exhausted all configurations to find ways around the issue but to no avail.
This issue does need serious reviewing as it is having a big impact on our users and the success of our solutions.63 votesThis version of Maximizer is no longer supported
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Drag & Drop Emails from Outlook to save inside Maximizer
Right now, dragging an email from Outlook saves only the subject of the email.
173 votes
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