Feature Suggestions for Maximizer CRM

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  1. 7 votes
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  2. The ability to use the main window even when a specific record is open

    Want to be able to browse through the list in the main window even if one record is open

    32 votes
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  3. Keeping Outlook Calendar and Maximizer appointment alerts in sync

    When dismissing or snoozing an appointment in outlook, the alert should not appear in Maximizer anymore (and vice versa)

    45 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Specify what type of followup is required for each Hotlist Tasks

    Schedule a followup call, email, meeting.

    9 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Linking Documents between the Address Book and Opportunities

    Right now, documents created in the Address Book is not visible in Opportunities (of the same company) and vice versa. Would like the 2 to be linked please.

    32 votes
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    2 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Email Notifications for Hotlist Tasks

    Being able to send email reminders to specified email addresses on hotlist tasks - statuses and updates.

    97 votes
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    1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Maximizer Admin responded

    We are working on implementing APIs for notification engine to allow automatically send notifications on hotlist task updates as well as opportunities and other objects.

  7. 115 votes
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    6 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Updating Customer Information from the list view

    Without having to open up each customer record.

    74 votes
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    4 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  9. 29 votes
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    4 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. 19 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    44 votes
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    3 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
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