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Feature Suggestions for Maximizer CRM

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10 results found

  1. 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 vote
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  2. 1 vote
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    Declined  ·  1 comment  ·  Email  ·  Admin →
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  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
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    Declined  ·  0 comments  ·  Email  ·  Admin →
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  4. 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
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  5. 1 vote
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  6. 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
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  7. 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 votes
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    Declined  ·  Joseph Hui responded

    This is one of the fundamental behavior in Maximizer. When Notes and Documents are added to a record, the “Last Modified Date” is untouched.

  8. 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 votes
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    4 comments  ·  Email  ·  Admin →
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  9. 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 votes
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    5 comments  ·  Email  ·  Admin →
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  10. 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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    Declined  ·  6 comments  ·  Email  ·  Admin →
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