Feature Suggestions for Maximizer CRM

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  1. Allow for mass upload in Knowledge Base

    it is really painful to have to upload each document one at a time.

    zen desk allows for drag and drop multiple files, same with zoho

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Selecting Multiple Categories For Notes

    Would be great to be able to assign more than one category for a note. Sometimes I cover multiple items in a single conversation and would like to be able to select more than one category.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Assistant Email or Email Address 2/3 Auto Send in CC in Bulk Messages

    Would be ideal if a client's assistant can be automatically cc'd on all correspondences either using one of the email fields or a UDF. Would also work if multiple emails can be added to Email 1 field separated by comma or semi-colon.

    15 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Provide the ability to link a Suburb to a Zip Code

    When adding a new AB entry, be able to have Max prompt the 1 or perhaps 2 Zip codes that are available to match the City/Town field. Eg, here in Perth WA, Perth city has a zip/post code of 6000, a neighbouring suburb Burswood is 6012 etc, so we'd need to be able to maintain a table of these, which would need an import facility as the list is available from our postal service

    6 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them

    When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them. We often make profiles for couples and they both would like to receive our emails.

    1 vote
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Task priority

    Don't update the priority to MED when syncing with Outlook if the task originates in Maximizer. Honour the Maximizer setting or don't sync the priority. This function neglects any workflow that a company may be using for task management.

    3 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. account status

    Being able to change the UDF on Accounts - Status. The current options for Status is not applicable to my business. I would like to add Lapsed. Denied. Client Not Proceeding With. Completed. The current options of Abandoned. Lost. Managed Account. Do not apply to my business.

    3 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. task reminders

    We should be able to set reminders for "years" out or at least ability to add triple digits or quadruple digits to task reminders. For example, right now I can only set a task reminder for a maximum of 99 months out, but I want to set a reminder for 10 years and 20 years, and I am unable to do this.

    3 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. multi-currency

    Majority of our sales are in the US/CANADA/EUROPE and it would be nice to be able to set different currencies in the Opportunities instead of only have the option to do 1

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Text doesn't wrap in notes and comments

    In the old Maximizer, text in notes and user defined fields used to wrap so the entire text could be viewed without hovering over it. I much preferred this.

    9 votes
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  12. When a Note Category is Assigned, Team gets a notification

    It would be great, that if when certain note categories are assigned, the team gets notified automatically by email. Often a Client Problem, or Client WIN must be communicated to the entire team, so that appropriate actions can be taken. Having to create the note, then email details manually to the team takes twice as long, and feels very redundant. Creating a task doesn't feel like it fits either, if there is no activity needed and the task can only be assigned to one person at a time.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Prontoforms integration

    Integrating Maximizer as one of Prontoforms Data sources. Would be great if this would be implemented to make form flow and customer management process smoother.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow opportunity notification based on address book fields

    We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.

    3 votes
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    1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Search by full name

    How is it that we can simply type in Christian and Last name when creating an Appointment to search for an Individual or Contact.
    Yet we can't do the same in the Addressbook search box?
    The fastest way by far of locating a contact or individual is to type Christian and Last name which will always have the least duplicates.
    Can the Addressbook search box get the Appointment functionality?

    9 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  16. Mass Emails

    during our busy time of the year.. we tend to have up to 700 clients per month to contact. as of right now.. there is a character limit for the To: , BCC, or CC . would be nice to have this unlimited which will allow us to send as many client an email at a time.

    15 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Hotlist keyword search

    Hotlist search by keyword in all fields

    12 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Reminder Templetes

    Should have more features to customize the reminder emails sent to clients. option to add and remove difference options to better customize our templates

    10 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. customize the templete to go along with the icon in the appt.

    A way they we can customize the calendar templates to go along with the icon we assign to the appointment

    9 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Notes in Customer Service Cases should indicate the CS Case they are related to

    Notes printed from Customer Service cases should include the CS Case number field in the printout. Currently when printed, the CS notes and contact notes look the same. In the event you pass the printed note to an admin they may not realize that that the note relates to a CS Case. This results in wasted time.

    1 vote
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
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