Feature Suggestions for Maximizer CRM

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  1. Remove BCC recipients from emails attached to Maximizer.

    In older versions when you attached an email to Maximizer, the BCC recipients were not included in the email attachment display. For reasons of confidentiality, that is why BCC is used. Please let us choose to shut that OFF.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. "Allow Public Entries" Expansion

    In most cases, the "allow public entries" is really limited to whether the user can create public Address Book entries or not. However, I think the concept is more granular than that.

    I want users to be able to create public Address Book Entries, Notes, and Documents - but for the vast majority of users, I do not want them creating public Column Setups / Search Catalogs / Email Templates / etc. Often times, users will create these items without realizing what the implications are and it leads to clutter across the program. Certain users (department heads, admins, power users,…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. Clean up user objects without deleting the User ID

    When a user stops working for a company, most people will delete that user ID from the database. However, by doing so, the user is no longer available and stops showing up in various search functions (Case Owner, Opportunity Team Leader, etc.). For historical reference purposes, it would be good to keep the User ID around. However, doing this results in the various Column Setup / Favorite List / Coloring Rules / Search Catalog / Dashboard / Email Template / Action Plan screens becoming cluttered with data of users that no longer work for the company.

    There needs to be…

    4 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. Please allow UDF to carry over with entry of a company address. Too much work to do separately.

    Please allow UDF to carry over with entry of a company address. Too much work to do separately

    1 vote
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  5. opportunity column view shows company phone not contact phone number

    Column View only shows Company Phone numbers, not Contacts numbers. When selecting a opportunity you cannot view the contacts phone/cell number in the Main Opportunity window as it only pulls up the company numbers.

    12 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Auto-update document categories

    When I select and send a specif email template, I would like the Document Category to auto-update based on the email template that I've sent.

    For example:
    If i choose any of my appointment email templates ('Appointment in person', 'Appointment over the phone' etc), I want the document category to have automatically updated to Appointments.

    There would be a relationship between the email template and the Document Category

    Staff often forget to update the Document Category, therefore, having it populate automatically, would improve data quality.

    This would also be ideal when sending mass emails too.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Search leads option when saving email

    Add a "Search leads" option when using the Outlook add-in "Save to Lead" function, for saving an email to an existing lead where the email addresses do not match. Similar to when saving to contacts, opportunities and cases.

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  9. Coloring Rules Dialog

    The Coloring Rules setup dialog needs to be similar in functionality to the Column Setup / Search Catalog dialog screens. It needs the "Show All" / "Show Mine" toggle and the Full Access / Read Access values need to be visible in the grid. It's impossible to quickly determine details about a Coloring Rule setup without drilling down into each rule separately.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. Change Time Zone in Calendar When Scheduling Meetings.

    The client has offices across the country. There are times when a Toronto staffer is planning to visit the Vancouver office, and wants to create a meeting request within Maximizer that is set for Pacific time for all the invitees he wants to add out there. Currently, if the meeting is made within Maximizer, he can’t set the time in Pacific time.

    Outlook handles this by allowing for the selection of the time zone for each individual meeting.

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Formula UDF - using a field with the same name as a system field

    If you have a UDF with the same name as a system field, then try to use it in a Formula field, the UDF won't be used if it is in the root folder - it will always use the system field.

    I suggest either of 2 possible changes:

    Firstly, change the way fields are referenced in formulas to use a unique identifier. That way the correct field always gets used.

    Or secondly, adding a duplicate check when creating UDFs to at least make the user aware that creating a matching field can cause issues.

    6 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  12. Key Fields Grid

    In the Web Access Administrator, the Key Fields maintenance grid only shows 2 columns:

    Name
    Requested By

    This can be easily expanded to also display:

    Full Access
    Read Access
    Description
    Applies to Modules
    Creation Date
    Created By
    Currently, it's impossible to quickly review this information. You have to manually drill-down into each list. With more than 60 lists defined in the database, doing any meaningful analysis is next to impossible.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  13. "Assigning tasks" to more than one person / Team

    I'm in the process of setting up some action plans and would like to assign some tasks to groups of people, rather than just 1 person. it would be great if you could assign tasks to a "Teams" or "Division" or similar. also if someone was to leave or change position you could just update the team or division and the tasks would be reassigned.

    6 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. 2FA or MFA Support

    I'm quite surprised that Maximizer doesn't even have this as a current idea.

    Most web based systems have some form of 2 factor authentication.

    I would like to see Maximizer follow suit so we can leverage something like DUO - https://duo.com or even Google Authentication for tighter security around our CRM logins.

    9 votes
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    1 comment  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  15. User Setup Grid Sorting

    Currently, when the user setup grid in the Web Administrator module is sorted on any column other than "user id" the sort is lost when returning to the grid after editing a user's details. The grid needs to retain the sort order between user edit operations.

    It's incredibly slow and painful to continue to have to re-sort the grid when making many changes to a specific group / department of users.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  16. Filter Audit Users from Sales Team UI

    Currently, the "Team Leader" will show a list of *all* members of the Sales Team, even those that are limited to "audit" permissions.

    In many cases, users from other departments need to be granted access to the Opportunities functionality, but they are not "active" members of the Team and should therefore not be listed in any of the various drop-downs in the UI.

    I believe the existing "audit" role can be used to accomplish this limitation without requiring significant reprogramming of functionality.

    This would go a long way towards keeping the UI as clutter-free as possible.

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sales Team Enabled Flag

    With each change in sales leadership in an organization comes a change in Sales Team makeup and distribution. Currently, there is no way to "retire" a Sales Team to preserve it for historical purposes without it continuing to clutter the various drop-downs in the UI.

    There needs to be some capability to "retire" a team so that it can no longer be assigned to new Opportunities while still allowing it to be available for historical searching / reporting purposes.

    1 vote
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    2 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. User / Group Security Matrix Update

    With the advent of large-screen monitors, the access rights UI for Users and Security Groups should be updated to take advantage of the full width of the screen.

    All permissions, privileges, and roles should be visible without having to scroll. It would make reviewing permissions much faster and accurate.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  19. All All / Remove All Buttons on User Setup

    When administering a user in the Web Access Administrator, there is no way to quickly remove a user from all of their Group / Team memberships. Each box must be clicked (which triggers a postback) and then the Remove button must be clicked to execute the operation.

    In the Windows Administrator, the list item could be double-clicked to remove it - or ALT+R could be used for even faster performance. The Web Access Administrator is too inefficient when working with a large number of users on a large number of Groups / Teams.

    Since ALT+R would not work in a…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  20. Multi-Group Ownership Expansion

    In the Address Book, the Full Access and Read Access fields support multiple Security Groups. This needs to be extended to:

    UDF Setups
    Column Setups
    Search Catalogs
    Notes

    This would significantly decrease Security Group complexity where users from multiple departments require access to the same UDF.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
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