Feature Suggestions for Maximizer CRM

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  1. Resource type in outlook plugin

    1. Outlook plugin should have option to capture resource and tag Customer.
    2. Activity report in dashboard.
    0 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow individuals to change the default "read and full access" within the "add a note" feature

    For Advisors and Assistants (or anyone who works with a team), allow the default "read access" and "full access" to be changed. Our team wishes to have team access when they "add a note" to a contact. Otherwise no one else can see it

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. update "Favorite reports" to dynamic reporting from static

    Currently the favorite reports are static. by this I mean when you run the report under search and save it in favorites it is a snap short of that current condition and does not account for any changes or additions.

    As a simple example, if you have acitve and non active clients and you create a favourits report to only show active clients then each time you add a new client or you have a client move on you need to re run these reports from scratch and then save them again. This also applies when you are correcting data…

    6 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  4. Outlook calendar email

    When confirm when sending email is enabled in the Outlook add-in preferences, a prompt appears when sending an appointment email invitation originating in Outlook. However; when you select any of the Save email and save to... options an error appears "Object reference not set to an instance of an object." If you are not able to save the email to Maximizer then I suggest disabling the save to feature when sending Outlook appointment invitations.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. household

    In the Financial Advisor edition, add the option to have individual contact info under the household to carry through to show under the household as well. Espeicllay for the date last contacted field, this would make one entry instead of three. Other feilds this could apply to that would be helpful would be the account details and for notes.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow for custom icons to be added to the quick access menu.

    As the title says! It would make it easier to identify your possible selections.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Improve the email client

    Improve the CRM Live email client. The space formatting is not maintained when adding additional information to templates.

    7 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add the leads module to the notification manager

    This feature would dovetail well with updating the web to leads form to include leads module fields

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  10. Appointment merge fields

    Add the option of including basic and user-defined field options to the Appointment Email Templates

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  11. Intuitive Keyboard strokes

    Prior to the recent update I could type the first couple of letters of a contact name and it would go to the contact. Now, I have to do a "search", then type the name and it finds it. But it also removes all others from the screen until I undo the search. No matter what the different options are to create the search, having the ability to simply type the first couple of letters of a name while in contacts is the simplest, most efficient and productive way. PLEASE put that options back in the program

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Address book - auto search discontinued in April 21, 2021 upgrade. WHY?

    Removing this feature makes navigating in address book very cumbersome. Our entire office is not impressed with this change. Is there a way to change this back immediately to the great feature of auto typing to bring up the next client? Our entire office is not happy with this change.

    11 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add additional service providers to the VOIP integration

    My company uses OOMA Office as our VOIP provider. It would be great if the VOIP integration could accept more providers.

    1 vote
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  14. Disable multiple attachments when saving email

    There is an option to include attachments when saving emails from Outlook to Maximizer but this is only available when saving 1 email at a time. When selecting multiple emails the feature is disabled. I suggest making it available for single or multi email selections.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case'

    Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case' from the Outlook Plugin.
    At the moment its not possible , and the user creates a ticket from an email received, but then needs to go into the portal to change a priority etc

    11 votes
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    2 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  17. Link Case Subject and Status

    Please can we have a link between the case subject and status similar to products and services and categories. When a case subject is selected, then only the statuses that are relevant to that type of case should available. Alternatively implementing something like the opportunity processes in customer service would also work, where the user can select a process for a case and work through the steps.

    9 votes
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    1 comment  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to reassign a Task from one Contact to another

    Contacts often change within an organisation & it use to be possible to reassign a Task from one Contact to another in such circumstances, but this disappeared at some point making the use of the Hotlist more difficult. Can this ability please be reinstated

    10 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. sub-opportunities

    In many industries you may have different options within a larger contract. Let's think about a Home repair where you may want to offer a singe customer in a single proposal:

    1) Bathroom Remodel
    2) Kitchen Remodel
    3) Resurfacing floors
    4) HVAC Upgrades

    It would be nice to be able to group these 4 opportunities under a top level Opportunity. This could allow you to view summary amounts for the top level opportunity, but also enter predictions for close dates on various sub opportunities within a proposal.

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. sub-opportunities

    In many industries you may have different options within a larger contract. Let's think about a Home repair where you may want to offer a singe customer in a single proposal:

    1) Bathroom Remodel
    2) Kitchen Remodel
    3) Resurfacing floors
    4) HVAC Upgrades

    It would be nice to be able to group these 4 opportunities under a top level Opportunity. This could allow you to view summary amounts for the top level opportunity, but also enter predictions for close dates on various sub opportunities within a proposal.

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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