Feature Suggestions for Maximizer CRM

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  1. VOIP Ring Central. so you can call from in max and record. had it before now gone

    So you can call from in max "Make a call" and record results. Had it before now gone. all the key features are there. Just can not call from in max. Used to have screen pop up with caller. Gone to eh!

    1 vote
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create a web link that goes directly to an address book entry when some is logged in

    When a client calls in and the message is emailed to the estimator. It would be ideal to be able to include a link that would allow the recipient to click and be taken directly to that entry. Obviously they would have to logged into max already or be directed to the login page and then once logged in, still be taken to the entry. This would save mobile users from having to search for entries and dealing with the spelling of names etc.

    3 votes
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    0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
  3. is it integrated with Ring Central, Nice Incontact

    is it integrated with Ring Central for individual users and Nice Incontact for contact centre agents

    2 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  4. Consolidated Activity Report - Totals for all users

    The consolidated activity report currently only lists the separate note/email totals for each user separately, however it would be useful to have a function to add up all of the note categories for all users to create an overall total for each type of note, as currently we have to manually add up each users total.

    3 votes
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    planned  ·  0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add the ability to import Service Cases from .csv, .xlsx, tab-delimited, etc.

    It would be ideal if Customer Service cases could be imported into Maximizer using a File Import Process such as .csv, .xls, tab-delimited, etc., where the Customer Service case would be added to an existing entry controlled by the Address Book IDentification or added as a new Individual to the Address Book controlled by the IDentification. It would be similar to importing Opportunities.

    1 vote
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    1 comment  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  6. Mobile appointment invitation

    Provide the option to send a meeting invitation and reminder email to the attendees and users when creating an appointment in the mobile app.

    3 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  7. Custom popup (like custom actions) in the Leads module

    Add the ability to have a custom popup (like custom actions) in the leads module. This could then link to the Address Book when a lead is converted.

    1 vote
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Able to Type a Period (.) within a Company Name when Retrieving an Existing Company in the Address Book

    You can't retrieve a Company in the Address Book that has a Period (.) in the name by typing it out - you have to scroll down since the period isn't recognized when being typed.

    6 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notes under Custom Tab do not have option to show all notes

    Under Notes there is an option to tick SHOW ALL notes - this feature is missing in Notes under CUSTOM TAB

    4 votes
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  11. Notify the associated Address Book entry when the case is resolved

    Can you add a new setting in the Administrator > Customer Service > Notifications screen, for, "Notify the associated Address Book entry when the case is resolved". We have a similar setting for when a case is created. But at the moment, customers that want to use this setting when a case is resolved must ask their users to remember to tick this option every time they resolve a case. This is very hit and miss, and is to the detriment of the user experience for these customers.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  12. Address Book & Calendar Interface

    If the calendar in Agenda format, could be on the same screen as the address book, taking up 15-20% of the screen on the RH side, would save literally hours of having to go between the two all day long.

    Please do this :)

    1 vote
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    0 comments  ·  Customizations - Labels, Icons, Display  ·  Flag idea as inappropriate…  ·  Admin →
  13. Being able to add a contact to multiple businesses

    If you could select multiple businesses to add/update the same contact person at the same time instead of 1 at a time, would save a LOT of time.

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sequential task on action plans

    We would like to be able to generate a list of sequential task that to illustrate a work flow, or sequence of events that is not tied to follow ups. For example, a job aid might have 20 steps to perform a task. We'd like to be able to enter that job aid into maximizer so that all staff can follow the same procedure. However we only want one follow up at the end of the sequence, or the ability to enter follow ups at our discretion and not have the follow up required for each task.

    1 vote
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. moving documents to designated opportunities or cases

    When you have documents attached to contacts - it would be nice if you could move selected documents to opportunities and cases.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. Display label of the name favorite list at the top of browser screen

    When you select a favorite list - it would be nice to see what list your working on - a glance. Would be nice if you could display the name of the list at the top of the screen.

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  17. 3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. ShareSync

    Sharesync integration would be great, thanks

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  19. save email to maximizer with keyboard only

    would like to be able to assign keystroke that would take an Outlook message and save it to maximizer, bringing up the appropriate dialogue if necessary. A documented solution using autohotkey would be sufficient.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. outlook integration customization

    The ability to choose what happens when emails are sent or received. Example, create a follow up task.

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
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