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Feature Suggestions for Maximizer CRM

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792 results found

  1. Quick search

    After the upgrade to the 2023 R2 version, the quick search now adds to the list when you select from the drop down list and it replaces the list when you search from scratch for a new entry and not picking from the list.

    The search should not work this way - it should replace the current list with your search result no matter what you do. That is how all quick searches work (take Google search for an example). The new quick search behavior is unintuitive, and getting the list replaced requires more effort (as you need to search…

    1 vote
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  2. The 'regarding' field when setting up a task should be an editable drop down list

    The 'regarding' field when setting up a new task should be an editable drop down list. Currently it only says 'opportunity' or 'case' but personalizing it would enhance the task feature

    2 votes
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  3. Need a way to view email image attachments in Maximizer

    . I am working from home and connecting with my constituents (clients) by phone and email only. I need to send documents to them for signature and have them sign and send back to me.

    Many of them do not have computers, or printer/scanners so they will take a photo of the signed document to send to me. Many of these documents are larger in size than the system will allow to be imported to a case file. I have learned that I can import the email with attachment to Maximizer file but I cannot view the attachment from within…

    6 votes
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  4. ability to use email templates on the mobile ap. It would be a real help!

    The mobile app would be far more helpful if I were able to pull templates into outgoing emails while on the road with my phone.

    3 votes
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    0 comments  ·  Email  ·  Admin →
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  5. Recurring future Tasks

    It would seem that having ALL future activities available to see would be beneficial to managing tasks.

    1 vote
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    0 comments  ·  Task Management  ·  Admin →
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  6. Explore Eddy Current training with our courses

    Dive into the world of Eddy Currents with our training courses! Perfect for both beginners and enthusiasts, Rvs Quality Certifications Pvt Ltd will teach you the ins and outs of eddy current testing. Discover how to use advanced tools, spot flaws, and understand materials without causing damage. Led by our industry experts, easy-to-follow classes ensure you grasp the basics and become skilled in eddy current techniques. Whether you're just starting or aiming for advanced skills, RVS Globe training courses will give you the knowledge and hands-on experience needed for success in the non-destructive testing field. Start your learning journey with…

    1 vote
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  7. Interactions - Meeting Attendees

    If an Interaction involves several people, it would be useful to say who attended.

    For example, if I have a video call and a number of people attended, I would like to be able to pick them from the list of contacts on the company/individual record as having attended, and for this to be visible on the resulting interaction record.

    3 votes
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  8. Interface Customization for CRM Live

    In On-Premise versions of Maximizer, it is possible to produce an XML file of customizations located in the data structure so that these can be modified or applied to other databases.

    It would be great if there was a route to be able to produce this in CRM Live as well.

    3 votes
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  9. National Quality Awards

    The National Quality Awards stands as an impactful initiative fostered by Brand Empower Pvt. Ltd. to acknowledge businesses, entrepreneurs, and service providers for their remarkable performance and achievements within their respective domains. This endeavor will spotlight enterprises that have adeptly navigated challenging conditions through innovation, job creation, growth, and meaningful contributions to their communities and the environment.

    Headquartered in New Delhi, Brand Empower Pvt. Ltd. excels in Market Research, Branding, and Creative PR, gaining recognition as an award-winning company. The core objective of the NQA is to uphold and celebrate the ingenuity, originality, and excellence displayed by entrepreneurs, artists, corporations, and individuals across sectors like manufacturing, services, entertainment,…

    1 vote
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  10. Best lawyer for property disputes in Delhi

    If you're dealing with Property Disputes in Delhi, you need a really good expert to help sort things out. Hire someone who's super experienced in fixing these kinds of issues – whether it's arguments about property lines, problems with titles, or landlord-tenant troubles. SLG Legal experts knows the rules inside out and is great at talking to people and finding solutions. Whether you're a regular person or a business, To make sure your Property Legal Advisor in Delhi get fixed quickly and in a way that works out well for you also.
    Visit: https://www.slglegal.in/property-dispute-lawyer.htm

    1 vote
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  11. 1 vote
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  12. Playground Equipments Manufacturers in Ghaziabad

    Athletic Trends Industrie is a reputable manufacturer of playground equipment. They design and manufacture an extensive variety of play equipment that is kid-friendly, long-lasting, and inventive, all while maintaining a strong commitment to quality and safety. Their products are made with the finest craftsmanship and include swings, slides, jungle gyms, and more. They put a lot of effort into making sure their products are safe, uphold safety standards, and offer kids an enjoyable and stimulating environment. They are still a dependable option for communities, parks, and schools looking for the best Playground Equipments Manufacturers in Ghaziabad because of their history…

    1 vote
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  13. International Courier Services in Delhi

    Universal India Express is a leading International Courier Services in Delhi, providing efficient and reliable shipping solutions. With a strong global network, they ensure swift and secure delivery of parcels, documents, and cargo to destinations worldwide. Their experienced team offers hassle-free customs clearance, tracking, and door-to-door services, catering to the diverse needs of individuals and businesses. Theirs prioritizes customer satisfaction, offering competitive rates and timely deliveries. Whether it's urgent documents or bulk shipments, their commitment to excellence and global reach make them a preferred choice for courier services in Delhi, simplifying international logistics for their clients.

    1 vote
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  14. Merging with Microsoft Word

    It would logical if merging Maximizer contacts with Microsoft Word would create one document. Merging 50 contacts creates 50 word doc !!

    1 vote
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  15. Search Company in Maximizer Connect add in

    The financial services industry and others actually regularly save emails to Company records and not specific contacts. A lot of companies we deal with actually save emails to Company records. Not being able to save to company in a toolbar that is otherwise excellent is a gap in functionality.

    1 vote
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    0 comments  ·  Email  ·  Admin →
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  16. Search Company in Maximizer Connect add in

    The financial services industry and others actually regularly save emails to Company records and not specific contacts. A lot of companies we deal with actually save emails to Company records. Not being able to save to company in a toolbar that is otherwise excellent is a gap in functionality.

    3 votes
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  17. Gun Milan Services in Delhi

    Astro Abha Jain in Delhi provides comprehensive Gun Milan Services in Delhi, which are an important part of Indian matchmaking. With extensive knowledge of astrology, Abha Jain assesses aspects such as Guna matching (Ashtakoot), planetary positions, and dosha analysis when analyzing the horoscopes of potential romantic partners. Her careful method seeks to balance each partner's energy and destiny to promote long-lasting marital bliss. She offers specialised advice to help couples overcome possible obstacles because of her extensive knowledge of Vedic astrology. For more information cIick here:-https://www.astroabhajain.in/gun-milan-astrologer.htm

    1 vote
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  18. Recurring tasks added to client's activity tab

    Right now, when setting up a recurring task for a client, it only shows in the task list. We need the recurring task to show up under the client's activity tab so when we view the client's information, we can see what is coming up!

    4 votes
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  19. Matchmaking Astrologer in Delhi

    Astro Abha Jain is a renowned matchmaking astrologer based in Delhi, India. With years of experience in the field of astrology, she specializes in helping individuals find their ideal life partners through the alignment of astrological factors. Abha Jain's approach combines the principles of Vedic astrology with a deep understanding of human psychology, ensuring a holistic and accurate matchmaking process. Her expert insights into planetary positions, compatibility, and personalized advice have led to numerous successful unions. Clients trust her for her dedication, precision, and ability to provide astrological guidance that fosters harmonious relationships. Astro Abha Jain is a trusted name…

    1 vote
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  20. Maximizer Cloud "undeliverable email" message

    I was showing a client how to create templates for use in the Maximizer Email Editor yesterday. She sent me an email and I never received it! Turned out that the email address she had for me in her Maximizer CRM Live was slightly wrong.

    I asked her if she had received an "undeliverable email" message and she said no!

    I tried it myself later on ... and I also received no message back that the email could not be delivered.

    I searched in https://docs.maximizer.com/home/en-us/ for "undeliverable emails". No joy!

    Any reason why users aren't warned if their emails are…

    6 votes
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    2 comments  ·  Email  ·  Admin →
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