Feature Suggestions for Maximizer CRM

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  1. option to save email to notes

    Let me choose where to save emails. It is more convenient to have everything on the notes tab. Things get missed when the emails are on the interactions page.

    3 votes
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  2. Need to be able to print individual client interactions as we used to print out individual notes for compliance reasons.

    Now that the phone calls get logged under interactions we are not able to print notes pertaining to individual phone calls as we used to when they were logged under our notes tab. This is a very important feature as currently we get compliance screening daily and we have to be able to attach individual client trade notes pertaining to specific conversations. PLEASE EITHER MAKE INTERACTIONS ABLE TO BE PRINTED OR MOVE THE PHONE CALL NOTES BACK TO THE NOTES TAB URGENTLY!!!!

    1 vote
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    Thank you for your feedback. You can print the interactions for a particular client by following steps:

    1. Selecting the client in the list 
    2. Go to Reports > Address Book Interactions Report. 
    3. In the report, select "All selected entries" from the first drop-down. 
    4. If you only want to print the phone calls, select "Phone Call" from the Interaction field. You can also leave the field blank which allows you to print all interaction types. 
    5. Click the RUN button to generate the report.
    6. Turn on Show Details option. 
    7. Export the report to PDF


    We have received many similar feedback. In the short term, we plan to move the phone call notes back to the product so you can work the same way as before.  We will continue to improve the interaction related functions so you can see all the interactions and manual notes in one place and provide you better reports.


  3. Please bring back the "History" tab!

    The "History" tab on entries was extremely helpful to me. When other people made changes to entries, I could see who made the change, when it happened, etc. I was able to make sure I didn't miss details, and that they were instead added after I first viewed the entry (sample request). Without this, I won't be able to see if any edits were made, and I will definitely miss alterations made to sample requests, resulting in mistakes. Please bring the history tab back!!

    3 votes
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  4. Can you add an "exclamation mark" button (pin-to-top) in the interactions tab?

    Can you add an "exclamation mark" button (pin-to-top) in the interactions tab?

    7 votes
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  5. Help Centre, Whats New section should have a chronological list

    A client today realised that the new release has changed where emails go, so I was going to point them at the release documentation, until trying it myself I realised that only the very latest one is there (regarding Word integration), with no ability to look back at what else had been released. It would be great if there was say the last 5 release notices there available to look at

    3 votes
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  6. Add status filter in the Outlook add-in Opportunities search

    Please add a Status filter into the Outlook add-in Opportunities search. At the current time, the automatic search (first window) lists In Progress opportunities only (if any), and the manual search lists all status opportunities only. We would like to be able to filter the manual search to a particular status, e.g. In Progress, or Won, etc.

    Similar to the Status filter that now exists in the Outlook add-in Cases search.

    12 votes
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  7. Choose own default search field in Outlook add-in

    Can we have a setting that allows us to choose our own default search field to be used when searching for entries to save Outlook emails to? Our specific example is when we are saving to cases. Often we must click "Search cases", and the "Search for" field always defaults to "Last Name". Can we have a setting somewhere that allows us to choose a different default "Search for" field? We would choose "Case Number". This small change would reduce our clicks and save us a lot of time, cumulatively.

    6 votes
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  8. Proper handling of return values for formula UDF date functions

    Right now:
    "Any formula that supplies an invalid date to the Date function will result in a blank value. For example, the function “Date (2012, 4, 31)” is invalid since the month of April does not have 31 days. If this function is part of a larger compound expression, the entire expression will evaluate to blank."

    Adding a IsBlankDate() predicate function would go a long way to allowing formula UDFs to track blank date fields and respond accordingly.

    1 vote
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  9. Include Address Book entries in email reminder switch

    This has caused us no end of grief. We periodically have clients tell us that they did not get the email reminder for their appointment. We would go into the appointment and sure enough, the switch is OFF. We check a bunch of past and future appointments and sure enough, some are off.

    We call support get with much effort we discover together that the last settings are remembered the next time. I believe, if you reinstall your browser or clear the cache, those settings are lost.

    Today, one of the receptionists checked an upcoming appointment and tells me that…

    3 votes
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  10. Have a work space for each contact for ongoing work

    I would like a note or workspace that stays visible beside each contact name so that I can have my on going work visable.
    For example - you want to keep a list of your next steps for a client or remember something very important going on with them... I would like this as a unlimited character workspace that is always visible so I don't have dig through the notes.

    1 vote
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  11. Interactions workflow adds clicks for the user

    There are too many clicks now when logging a call. If you want to log that you made a call and left a message it has gone from 2 clicks to 7!

    Even the recording of call that you connect on adds clicks to start the timer - when this used to be on by default

    3 votes
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  12. Button to Clear All Notifications

    I’ve got a notification alert setup for when I’m assigned as Account Manager on an address book record, but with any global edit to that field I’m bombarded with notifications and have to clear them one-by-one to reclaim the rightmost 1/5th of my screen.

    Request: When there are more than one notification toasts displayed to the user, include a button to "Clear All"

    3 votes
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  13. Add user-defined validation formulas to user-defined fields

    It looks like Maximizer is very close to having user-defined validation for user-defined fields. It looks like the "Mandatory based on rule" feature could be copied and adapted into a new "Validation based on a rule" feature. The difference being that the validation rule would look at the field's own input value, rather than the input values of other fields. And if the rule evaluated to True (say), the system would not save the record, and would pop up a message to say that the data input is not valid. The database administrator could write what data input is expected…

    3 votes
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  14. I would like to see links found in the column view to be clickable

    Please make email address, weblinks clickable from the column. We are now including Dropbox links in our opportunities that direct users to where all the pictures are stored for a particular project.

    This would allow us to have a column setup that we use when viewing opportunities from the address book that would include these links for easier access instead of having to jump back and forth among opportunities

    6 votes
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  15. Delete interactions record

    If you delete a task or appointment it automatically deletes the related record but when you log a call and realize it was recorded against the wrong record you can delete the note that was logged but it does not delete the related interaction record.

    9 votes
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  16. iNTERACTIONS

    Interactions when used in Customer Service Cases or Opportunities (Accounts) should generate an email notice to monitors of the case, just as Notes does. Otherwise it does not have any value over notes.

    1 vote
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  17. leads default entry

    Default entries are a powerful way of improving data quality. It would be great to have the option to set defaults for Lead entries

    12 votes
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  18. CRM Should work when browser is in dark mode

    Most decent web sites work in dark mode.

    your developers might install

    Dark Mode for Chrome
    Offered by: Dark Them

    and do some testing.

    4 votes
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  19. Address book - auto search when in address book view

    The upgrade implemented Apr2021 has removed the address book search functionality where you can start typing the name of contact or entry you wish to locate and the list automatically jumps to that name in the address book list. I've spoken to support and was told this feature was removed, and now the only way to search or 'jump to' a client name quickly is to access the search bar at the top. For us, this means leaving the address book, entering the name and picking one which then changes my default address book view so I then have to…

    5 votes
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  20. Notify the associated Address Book entry when the case is resolved

    Can you add a new setting in the Administrator > Customer Service > Notifications screen, for, "Notify the associated Address Book entry when the case is resolved". We have a similar setting for when a case is created. But at the moment, customers that want to use this setting when a case is resolved must ask their users to remember to tick this option every time they resolve a case. This is very hit and miss, and is to the detriment of the user experience for these customers.

    3 votes
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