Feature Suggestions for Maximizer CRM

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  1. 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 →
  2. "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.

    3 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  10. Decouple Lead Owner field management from Sales Manager role

    Currently, the ability to change the "Owner" field in the Lead module is tied to the "Sales Manager" role. However, there are many cases where a rep might have the authorization to route Leads to other users, but they should not have the ability to change the Account Manager field on an Address Book record.

    The ability to change the Lead Owner field should be handled as a separate role and not tied into the existing "Sales Manager" role.

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add all the required fields when logging a service case via the Outlook tool

    Currently, the basic fields of Company, Product / Services, Categories, Subject and Description's available when logging a case via the Outlook app. We have a number of additional fields set as required and currently a user needs to log the case via Outlook and then additionally would have to log in via the web interface to complete the additional fields. The ideal would be to have these fields available when logging the service case so the additional log in to the web app is not required to fill in these fields.

    3 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  12. Show/Manage Outlook Email Folders in within a window in Maximizer CRM Live

    Ideally, Outlook Folder System could be rendered and managed from within Maximizer CRM Live.

    Essentially, if you could map the Outlook Exchange Account folder List inside a single window in CRM Live, (mirror a list of mailboxes inside CRM Live, and have it allow preview, that would be good and useful.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Multicurrency in Customer Service Module

    The billing fields are not in any currency even though multi-currency is selected. For companies that have support rates by country, this is very important. This feature request is to enable multicurrency support for the CS module.

    4 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  14. Maximizer Mobile Application now Available

    Many people seem to be unaware that a Maximizer Mobile app is now available. I am running it on my Android, it's called "Maximizer for Sales"... It can connect up to both Maximizer CRM Live and Maximizer CRM On-Premise.

    It seems to get new features every couple of months!

    HTH,

    John

    3 votes
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    1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  15. Saving notes

    It would be really great if the Save button for inputing notes and other data could be on the right side of the dialogue.

    Where it is now is inconvenient as the cancel button is where the save button typically is.

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow configurable mandatory fields for user creation

    When creating a new Maximizer User, it should be possible to define which fields are mandatory on a per-database basis, similar to how mandatory system fields can be configured for the Address Book, Opportunity, and Customer Service modules.

    This would allow administrators to define certain fields (like First Name) that must be filled in prior to the creation of a new User. Currently, only User ID and Last Name are mandatory for on-premise databases.

    This needs to be expanded to increase the accuracy of data available for each User and simultaneously allows for greater personalization options in the application.

    2 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  17. Opportunity Description - Character field is 500

    IDEA - Opportunity Description - Make Character field limit bigger than 500.

    Our staff members enter a lot of information to this data field but have to shorter our descriptions or continue the description under the notes tabs. It would be great if the character limit was more than 500 as our staff / users would be able to gain all the information they require under the Opportunities tab (especially if using the mobile site and on site with a client). The complaint from our staff is they don't like going between the notes tab and opportunities tab for sales…

    4 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. When sending emails from customer service save email to customer service documents only

    When sending emails from customer service save email to customer service documents only. At the moment it saves in both general documents and customer service documents

    1 vote
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  19. 1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Need to have the option to "Select" or "De-select" a single entry when right clicking on the entry

    When working with large lists that contain more columns than would fit in a screen layout, it would be handy to be able to right click on the entry and "Select" or "De-select" instead of having to scroll all the way back to the check boxes on the left side of the screen.

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