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!

How would you like us to improve your product?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Update "Date last contacted" when email saved

    If the sent/received date of an email saved to Maximizer is more recent than the contact's Date last contacted value, update the value, matching on email address in the Address Book regardless of what type of entry the email was saved to.

    3 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
    • Hide or remove redundant groups

      In a new database there are security groups that appear to be redundant now, for example "Crystal Reports Users". Can you simplify by not creating these in new address books?

      3 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
      • Associate Key Fields with Advance Search results

        I can associate a column view with a catalog search result but I cannot associate a Key Field view with the search result.

        I have a catalog search, I can associate the column view with that search result but the Key Fields are not sticky. I would like to have multiple catalog searches and assign each one its own column view and key field listing so that the person entering the information will always see the same key field list every time they pull up that catalog search.

        1 vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
        • Searching Area Codes in Maximizer

          Within Maximizer it seems like you are not able to search by just Area Codes as when you do it will also search for numbers that has the area code anywhere within the number.

          It would be nice to have that ability in order to sort certain clients in the database

          4 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
          • Loss of column setup option in contact / company search dialogs. Can this be added back?

            Since the recent update to Maximizer 2019 you could use custom column setups when searching for contacts / companies.

            Like
            - Add opportunity contact
            - Add opportunity competitors
            - Add opportunity partners
            - Add case contact

            For some customers the basic fields in the default column view used in this dialog are not enough to find the correct record

            16 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              3 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
            • If possible to add the option to add action plans to new Leads Module

              Leads Module is great but I notice there is no option to add an action plan only a task or appointment. would be nice if we had that ability to do that.

              7 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
              • Partner Portal should retain the last list.

                Partners are not subject to the training that an employee would be for using the Maximizer software. When Partners are working with their list of clients and they log out and log back in again, their screen is blank. This causes much un-needed panic since the partners think that all of their clients are deleted. (Reported by DMS Marketing)

                2 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                • Add a Suburb Line

                  Add a Suburb Line under the Address (Some addresses are too long to fit in the current address lines)
                  eg:
                  Address Line 1
                  Address Line 2
                  Suburb
                  City/Town
                  State/Province
                  Country
                  Zip/Postal Code

                  21 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                    • Please change the number of the characters available in a to-do OR develop a method of linking a to-do to a note

                      Please change the number of the characters available in a to-do OR develop a method of linking a to-do to a specific note

                      7 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                      • Microsoft Outlook Addin doesn't allow create new entry if the email exists in system

                        I need to save emails to a new record in the system but the hyperlink to do so doesn't exist if the email address matches an existing entry. I am assigned work by an internal User and I have to manually create the entry in the system as the system matches on that Users email

                        1 vote
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                        • notes

                          Suggest making the notes rows adjustable in height, so multiple lines of the notes can be displayed instead of just one row. So users can display as much of each note as they want to see as they scroll through notes.

                          10 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add/Change Decimal places in Numeric Fields

                            Once a Field is created you do not have an option to add or change decimal places for the field. Why not

                            6 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                            • Option to add additional system generated field "Company Name" directly below existing "Company Name"

                              Option to add additional system generated field "Company Name" directly below existing "Company Name" rather than in the separated user defined field area.

                              3 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                              • items saved for company profile showing up in history of contacts

                                Currently items saved under a company profile shows up in the history of any of the related contacts (It should be under the contact only). Then if you want to save emails/info pertaining to the contact only, it should not be listed under the company.

                                3 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Notes vs History

                                    Maximizer CRM will store a manually created Note but it is not listed in the Notes category. Instead, it is listed in the History section.
                                    Problem.

                                    5 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Multiple Default Entry Choices

                                      Multiple default entry choices

                                      We have one person that does data entry for multiple sites. Since multiple fields at each site are unique (recruiter assigned, advert source, next action step, Full Access security group etc) she can't use a single default entry choice. It would be more efficient and accurate to be able to set up multiple default entry setups to pick from in a drop down list. Having only a single default entry choice is too restrictive.

                                      4 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to clear and/or replace the City/Town & State/Province Drop-down Lists in Live

                                        Currently these come prepopulated with US/Canadian values which are a pain in the neck here in Australia currently having to be cleared manually. We need to have a way to wipe the contents, & ideally import from a csv to populate the values we need eg for some clients it would just be the suburbs in their city, others a national list

                                        12 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                        • enhance email types and opt in email options

                                          - create a notification option so that the Maximizer user is notified when a prospect/client opts in or out of a specific type.

                                          - create separate email opt in groups so that not all email types necessarily show up for every prospect/client

                                          3 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 6 7
                                          • Don't see your idea?

                                          Feedback and Knowledge Base