Feature Suggestions for Maximizer CRM

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  1. Ear-mark e-mails in Outlook in-box once they are saved to Maximizer -- to eliminate doubt that causes operator to re-save

    When I receive an e-mail, I try to discipline myself to immediately save it to the record of its sender before I double-click on it in the inbox, and then click-on Reply, Reply-all, or Forward to respond.

    But sometimes I forget to first save the incoming e-mail. Sometimes, even if I HAVE saved the incoming e-mail, I may forget whether I have saved it or I haven't.

    Instead of searching for the sender's record in Maximizer, then checking the sender's Documents to verify whether or not I'd already saved the e-mail, I typically re-save that e-mail to Maximizer to save…

    15 votes
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    2 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  2. Enable keyboard-entry date and time shortcuts

    The desktop version provided keyboard short-cuts to input dates and times, enabling me to keep my hands on the keyboard and my eyes on the screen continuously.

    Maximizer LIVE instead forces me to constantly remove my right hand from the keyboard and shift my gaze from the screen to locate the mouse, grab it, find the cursor, move the cursor to the pertinent dialog box, search for the applicable date and time, and click it to make my selections, then return my right hand to the keyboard.

    It would be MUCH less-disruptive to my workflow and faster if the capability…

    9 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. Automatically position cursor at 'Company Name' or 'Mr/Mrs' when creating new record

    Adding new Company / Individual / Contact records is necessary drudgery. Minimizing the number of times that the operator's hand must leave the keyboard to use the mouse will speed his entries. Automatically positioning of the cursor as-requested by the title of this suggestion will save each operator just a little bit of time and effort, each time he/she adds a Company, Individual, or Contact -- and therefore A LOT of time and effort across the Maximizer user community.

    6 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create option to prompt 'Activities' update after completing 'Notes' entry

    I typically add a note upon completing what I am prompted to do by a Hotlist 'to-do' task. But all-too-often, I forget to either mark the Hotlist 'to-do' task as completed, or -- as is the nature of my workflow -- to revise the Hotlist 'to-do' task to schedule my next task with that particular contact.

    An option to set-up the 'Notes' for prompting me to either mark the Hotlist 'to-do' task as completed, or revise/update the Hotlist 'to-do' task would help me make sure that I don't allow follow-up's to 'fall through the cracks' that jeopardize the process of…

    6 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  5. User Profile name appearing in preferences

    Please can the User Name displayed when working on Preference settings.
    It is quite challenging if you lose track of which user you are on, to have to Save and go back each time.
    We have 50 Users.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. If we could save excel files to Maximizer the way we are able to save word documents.

    I open between 6 and 10 excel files each week. Make small changes then the process, <save to desktop> <open address book entry> <drag into documents> <save> <then back to desktop to delete the file>. Yet with word we can just save the word document to the address book entry, one step instead of five.

    7 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  7. Leads system fields

    Integrate the Maximizer system fields and make them available in the column setup for easier sorting/management

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Resolve this conflict

    Provide more context around the Scheduling option Resolve this Conflict so that the user can make a more informed decision about how they want to proceed with scheduling around the conflict ie: provide a summary of the scheduled appointments already on the Scheduling popup window

    9 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Web Access Template Library - Upload HTML Directly

    The Telerik RadEditor control leaves a lot to be desired for editing Case Notification templates. It reformats HTML in some undesirable ways. In the legacy Windows Access Administrator, Case Notification templates could be imported directly from pre-existing HTML files, but this feature is not available in the Web Access Template Library. The Web Access Template Library needs to be extended to allow pre-created HTML content to be uploaded without needing to use the Telerik RadEditor control.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. Maximizer App - Push Notifications

    It would be good to have notifications come through on the mobile app and show a brief preview of task/appointment without having to log in and check the app all the time. Handy if somebody is on the road and have multiple appointments or tasks that day, a quick reminder can help people keep on schedule.

    7 votes
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    1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  11. Active Users

    The Desktop version used to offer a way to see if there were users currently logged into Maximizer. This was done in the Administrator Tool.

    The new web version does not appear to have that ability. This ability is helpful if a system reboot or website restart is needed.

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

    Provide the ability to delete appointments in the mobile app.

    3 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  13. Date entry

    In the old windows client a user could enter any date field and use key controls to move the data. Up and down arrows moved it a day, page up and page down moved it a month or something along those lines. In pick lists it would help to have the current time be a starting point - currently it begins at midnight.

    Furthermore, any reasonable date format would be acceptable. Feb 1 was just as good as 2/1/2020 or 2/1. (This has improved recently but there are still some conditions that are not as flexible as they had been.)

    6 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Transfer notes and cases

    When deleting a user in the Administrator you are presented with a prompt to "Transfer Notes to Another User". I don't see anything in the Help or User Guide that provides details about this prompt. I suggest that the prompt advise that you are transferring private notes. It currently implies that all notes will be transferred. Similar suggestion for the case transfer prompt.

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integrtaion with Slack or an allowance for a insystem chat app

    SalesForce has a product called Chatter
    Slack allows for this type of integration.
    So either allow integration on Live & legacy OR create an insystem chat app?

    22 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  16. An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.

    An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  17. Email follow up task

    In my experience with emails we tend to send and wait...assuming that the recipient will return the email or follow up in a timely manner. Right now I send an email from Outlook or Maximizer and then create a task in the future as a reminder that the email was sent on a specific date and I am expecting a response. It would be helpful that I am prompted to create a task after I send/reply to an email from Maximizer or Outlook. The task would be applied to the record for which it was originated ie: address book, opportunity,…

    3 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Global Edit

    Would like to see an "Add" feature when doing a global edit- full access.
    Currently only option is to replace

    3 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  19. integrate with Asset Map

    Is integration with Asset Map availableÉ

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  20. Partner portal

    Increasing the fields visible in the partner portal from 20 fields to 30 fields. Ideally lifting the restriction totally

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