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!
117 results found
-
Ability to create a memo field UDF
Add the option to create a Memo type (nvarchar(max)) field as a UDF. The maximum length for a UDF is currently 255
31 votes -
Have the phone number in a edit box that can a user can “Copy and Paste” it into a Dialer.
For my sales calls, I want to use the Google dialer but there is no easy way to copy and paste the phone number into the dialer. Can you provide me an easy way to copy the phone number of a specific contact in Maximizer?
James Gielarowski
TallySoft, Inc.1 votelack of demand
-
Data fields to perform validation on user entered input
In (most) fields that expect a date value (eg: Data UDFs, System Fields, Searching, Dashboards), if we are allowing free-text for entering dates, perform validation on the date before accepting it as valid input, and return a "not valid" pop-up in cases where it can't be converted to a real datetime value.
5 votes -
Column setup
Add the option to adjust the columns in the Customer Portal.
At this moment the columns can't be changed in the Customer Portal. there are a few colum views you can choose from, but not the option to add a UDF to a column.
30 votes -
Account Lockout
Client has requested such a feature. This is important as we move further into the Enterprise and SaaS space, having Maximizer SQL accounts lockout (or deny access at the application level) when more than a configurable amount of failed attempts to login is encountered. Once locked out the user can have a reset link sent to their email address stored against the Maximizer user.
15 votes -
I use Avery label #5164 - I want to set preferences to use Middle Thick paper - Maximizer doesn't allow me to do this.
Could you set up Maximizer so that different thickness of paper can be used.
1 vote -
Intelligent Links in Address Book and Opportunity Views
Change the functionality of Links within the Views to be specific to the list itself.
For instance when viewing Opportunities if you click on the Company/Individual link, it takes you to the Opportunity view rather than the view of that company or individual. While you can do this via a right click/select, it would be easier and intuitive to directly link to that entity.
Other smart links could be created:
- email address - opens default email client
- phone number - automatically opens a, make call, note
- other fields - would open the Opportunity/Address Book and make that…13 votes -
Allow drag and drop when repositioning Items in a table list
Allow drag and drop when repositioning Items in a table list
14 votes -
Inconsistent / confusing search behaviour when searching Address Book fields from Case/Opportunity windows
Maximizer has the options to search/display user defined fields from the address book entry in the case/opportunity windows, but they are not consistent.
If an address book field is added to the column setup in the case/opportunity windows Maximizer always displays the value against the company attached to the case/opportunity. It doesn’t matter if there is a contact associated with the case/opportunity or not.
When doing an All Fields search in either the case/opportunity window Maximizer and selecting address book user defined fields, Maximizer will search fields from the contact if one is attached or company fields if no contact…
40 votes -
Column Setup for Documents, Notes and so on
Please add the possibility to also setup columns for all windows including Notes, Documents and so on. The standard column setup is sometimes not detailed enough.
44 votes -
Can you please add the ability search any opp/addr Notes
We use the notes extensively and an ability to search them would alleviate having to use the Description text field for Notes.
11 votes -
contact / company input, capitalize the first letter of words as in the previous versions
data entry companies / individuals, capitalize the first letter of words as in the previous versions. It is absent in ver 12 for the most part
10 votes -
A Mac version would be nice...
With the increase in the number of Macs in the workforce it would be nice to have a Mac version.
14 votes -
Formula UDF improvements
We cannot use a formula UDF in another one. this means that we have to create incredibly complex formulas if we need to use IF functions etc.
25 votes -
Date UDF issue with "Include in Hotlist" attribute
Date UDF's that have the "Include in Hotlist" attribute have one major flaw: a Hotlist task is added to all Maximizer users!
As an example, we have one called "Next Follow-Up Date". Even though I didn't add it to the client records, I received 4 tasks in my Hotlist today!
Can a future version of Maximizer CRM track who added a date UDF with this attribute to a client record and add the Hotlist task to that user's record only? Or even better, change the attribute to 2 attributes: "Add to all Hotlists" and "Add to user's Hotlist who used…
49 votes -
Improve Column Setups
Make it easier to create and modify column setups:
- Drag & Drop fields to add/remove headings
- make preview with some sample data appear in the same space149 votesOver recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.
We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.
-
Better favorite lists management
Please make it easier to manage large customer lists for sending email marketing campaigns - add/edit/remove from lists.
- Have the actual data content of the favorite list display in its own window (or following window) - whenever new customer records are added or removed, the favorite list will reflect the updates right away.
- Enable drag and drop from the main window into the 'favorite list window' and vice versa for adding/removing entries
- Be able to easily tell which favorite lists that each customer belongs to
47 votes
- Don't see your idea?