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!
71 results found
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Input specific dates for action plan activities, rather than number of days from start date
For us, each action plans differs for each opportunity and the number of days from start date for each activity varies for each opportunity. Would like to be able to schedule an action plan by inputting specific dates for activities, and not having to calculate number of days from start date.
12 votes -
Be able to Edit the Notes Report
It would be nice to be able to edit what appears and does not appear on the Notes Report. If not a fully editable template, it could be a list of checkboxes to add or remove each feature. I personally would remove the time stamp column, remove the address and add a column for the note creator, but I am sure everybody has their own preferences for this report.
9 votes -
Automatic capitalization for creating entries and contacts
Automatic capitalization for quickly entering new companies and contacts as per the postal code. This is a feature that was always there in all the previous versions of Maximizer.
25 votes -
Ability to backup Maximizer Live
I used Maximizer Enterprise for years and one of the great features was the ability to backup the entire data base and store it remotely. I experimented with Sugar CRM this past year and they do not allow you to back it up. Only they can back it up. Well... my data got scrambled in Sugar and there was no backup (backup was scrambled. Now back to Maximizer Live and really like it but we need to be able to back it up locally. Depending on the cloud to backup your data is very risky.
49 votes -
Maximizer CRM Live - Exporting Notes To Spreadsheet - .csv or .xlsx
if I export a contact list from the Maximizer CRM Live Address Book under my column set-ups into an Excel Spreadsheet, sometimes I would also like to be able to export all the Maximizer ‘Notes’ for those contacts. In our business, the notes are extremely important.
29 votes -
53 votes
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We want to be able to do a backup of our CRM Live database on our own computers at our office.
Provide a way for us to backup our database on our hard drives in our office. Do not like having something so valuable only accessible via someone else's cloud based servers.
89 votes -
Ability to delete Default Key Fields
Ability to delete or otherwise restrict access to the <Default Key Fields>. Otherwise allow edit of the name so this can be re-purposed.
119 votes -
Make the UDF Add Items feature a dynamic grid instead of loading a separate screen
Adding multiple items to a Table UDF is a very slow process when you have to wait through each reload of the Items screen and the New Item screen. Switch to either a more dynamic grid object or create a multi-item add option that can take a larger number of values in one go.
15 votes -
Browser Support
Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.
47 votes -
Print Labels
Like in the old versions, you could right click on a contact and select print label, where their basic information was printed out on a pre-determined size label sheet. Now printing labels requires a label template document with merge fields that has to be done every time.
69 votesThis will be done via the Microsoft Word Add-In for Maximizer CRM Live and Maximizer Web Access Group and Enterprise Edition!
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