Feature Suggestions for Maximizer CRM

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  1. Custom note filter for existing list

    We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.

    78 votes
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      17 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow un-set sales process when only one exists

      If there is only one sales process in the database then an existing opportunity that uses it cannot have it removed, i.e. un-set to empty. If there are two or more sales processes in the database then an existing opportunity that uses either can have it removed.

      In databases with a single sales process, if a new stage is added to that sales process then it is not possible to edit this revised sales process onto an existing opportunity because of the lack of the un-set option.

      3 votes
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        1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
      • TLS 1.2 Support

        We just installed Maximizer 2018 R2 and found that we had to enable TLS 1.0 to get it working. TLS 1.0 is no longer secure and our security team is advising against us using Maximizer. Please add support for TLS 1.2 throughout the entire application.

        This includes ww2.maximizer.com which is currently blocked by our security team because its TLS/SSL support is so bad. See this link for details:
        https://www.ssllabs.com/ssltest/analyze.html?d=ww2.maximizer.com

        19 votes
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          0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
        • Enhanced audit log reports

          Our clients would like to see some additional user functionality in the audit log reports. The ability to search and filter the report to pick multiple users without having to choose all users, as well as filter by security groups or teams. It would also to be helpful to be able to refine the search to specific user defined fields.

          19 votes
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            1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
          • Allow corporate identity on "Manage your email preferences" form

            Add a facility for customers to customize the "Manage your email preferences" form with their own corporate identity. Perhaps via a new special template in the Templates Library.

            6 votes
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              1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
            • System Reports are required for Maximizer CRM Web Access and Maximizer CRM Live

              It is very difficult to see which user or group has what permissions. We need to be able to get reports on user & group permissions, privileges, and roles etc. in order to more easily administer Maximizer CRM Web Access and Maximizer CRM Live, especially when you have more than 5 users!

              The old MaxExchange product provided detailed HTML reports on distribution sites. Maximizer CRM Web Access and Maximizer CRM Live need the same types of reports for permissions, privileges and roles!

              6 votes
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                1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
              • Coloring rules on appointments are visible in the Hotlist but not in the Calendar

                When you create a coloring rule on appointments (e.g. Product A is red), it is visible in the Hotlist. But when I view the same appointment in the Calendar, the color has not been applied.

                3 votes
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                  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                • Create missing table items - import option

                  May we have an option in the File Import (XLS etc) that table items that are in the import data but missing from the setup are created in the setup automatically by the import. In Maximizer CRM 2018 the import fails if table items that are in the import data are missing from the setup.

                  9 votes
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                    under review  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                  • Global Edit new version 2018

                    It is great to have the option to add a note when you global edit in Maximizer 2018. But I miss the option to select a category. (most likely a "Global Edit" category.Later you can search much easier on category of the note than the actual text of the note.

                    3 votes
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                      started  ·  0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                    • Improve the maintenance of users in the Adminstrator module

                      Add the option to change the column view of the users.Then it is possible to see values of the User UDF's or other basic user fields

                      Next step is a global edit option. Instead of changing values 1 by 1 user (you can calculate the time you loose when you have +20 users.

                      Also a filter option to only show the active users. Now you can sort on the Webaccess column to see the Active users, but after changing something on a user you have to sort again on the Webaccess column. Really frustrating when you are busy maintaining a…

                      12 votes
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                        4 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                      • Notification Manager: Send emails instead of toaster notification

                        Great tool, the notification manager, as soon as it works. I would like to see the notifications triggered by the notification Manager being e-mail notifications in stead of toasters. I would like to see an additional option on the creation of the trigger for this.

                        3 votes
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                          0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                        • Show address details from a related contact in customer service details tab

                          Companies (customers) who are using the Customer service module in Maximizer CRM intensively want to see the address details of the related contact person. At this moment you can Show the contactperson with the option "Show in Addressbook", but it is more efficient to show the address details of the contactperson in the details tab, besides the address details of the related company. Also an option to show the address details of the related contactperson in the Keyfields section.

                          15 votes
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                            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                          • improve monthly view calendar report

                            When generating a calendar view report the month and day of the week are missing from the top. There is no indication what month you are looking at, which makes for a poor user experience.

                            16 votes
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                              2 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                            • Copy note from one entry to another entry

                              We would like to see an option to transfer a note or multiple notes to an other entry. E.g. a note from an company to an opportunity, other company, individual etc.

                              6 votes
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                                1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                              • Address suggestions when creating new entry

                                Whenever you create a new entry and type in for instance a company name, Maximizer could give you suggestions based on your earlier created entries. Same with Address 1, phone number.. Great way to see if you've already got this entry somewhere. Especially if you've already got it, but misspelled..

                                9 votes
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                                  1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                • Would like to see a default edit view

                                  Would like to see the option to view edit mode as a default option in the address book in Max 2017 Web Access version. When you have someone who spends a lot of time daily updating existing records there is a lot of time wasted going into and out of edit mode.

                                  6 votes
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                                    0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Dashboard appointments match one or more option unavailable

                                    On creating a dashboard on the appointments you can show the appointments of a user with a certain Products/Services. When you select more than one Products/Services it becomes an AND, AND option. You have to create multiple dashboard indicators to see appointments with certain Products/Services. Please take this into consideration on the re-constructing the Dashboard module in the future.

                                    12 votes
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                                      0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 'Print All' Button in History & Audit Tabs

                                      We need the ability to 'print all' items displayed in the History and Audit Tab.

                                      In History you can print the individual entries but not in a single report.
                                      The Audit tab has no print options at all.

                                      This is becoming a requirement due to clients needing to create reports under the data protection act.

                                      6 votes
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                                        0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Show the History tab entries as a list

                                        Show the History tab entries as a list just like the activities tab. The options to open a document should then be available next to the filter options.The History tab items take a lot of space, so users have to scroll a lot to get to the wanted item..

                                        21 votes
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                                          1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Change UDF Yes/No to a checkbox

                                          A Yes/No Udf works as it supposed to work, but to replace this type of UDF with a check box would be more up to date and would help a more modern interface.

                                          7 votes
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                                            0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
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