Feature Suggestions for Maximizer CRM

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  1. integration with Qqube

    Operates as a data warehouse tool that integrates with Quickbooks and others as well as crossfunctions with MS BI and other analytic tools

    6 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  2. Leads Module - View only active leads remove archived leads from view

    It would be helpful to have the option to view only active leads and remove archived leads from view

    1 vote
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. Copy campaign activity

    Create the ability to copy a campaign activity within an existing campaign. This would provide a quick way to create follow up emails without having to recreate them from scratch or creating complete campaign templates with all of the appropriate activity ahead of time.

    3 votes
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    0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automated campaigns

    The current automated campaigns interface could be improved if looked at from a beginner user's view point.

    Indeed at initial use, the beginner user has the real fear of sending the wrong email to the wrong customers, at the wrong time.

    All of this crucial information is currently only available after several click throughs. requiring an almost advanced knowledge of how to use campaigns.

    A little code could produce a Campaign control panel which would sumarize the essential elements. as above.

    If it was made to stand out and look appealing,it would encourage more users to give automated campaigns a…

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Hotlists

    When using hotlists, there should be an easy option, to connect the hotlist task directly to the customer file. Instead of have to navigate 3 pages currently, before getting back to the customer file

    1 vote
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Adding fields to documents tab

    Being able to add any Maximizer field to a tab would be a great added feature.
    IE: Being able to add FROM and TO email addresses to the FILES The files or documents tab would make it much easier to find an email if we could see who the emails are FROM or who the emails are TO.

    Example: The same Subject line in an email can appear in Maximizer many times, but some of the emails are TO and FROM Maximizer USERS and others are TO and FROM Maximizer USERS and Maximizer CONTACTS. It would be nice to be…

    12 votes
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    2 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow the Solution Information field to be selectable in the Column Setup under Basic Fields for Customer Service

    Allow the Solution Information field to be selectable in the Column Setup under Basic Fields for Customer Service

    3 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  8. Global Edit - Security needs to allow an "Add" not only Replace or Public. We often add Users to security, it existed in 2015 version?

    The Global Edit options needs to have the ability to add users to Security, not just replace or Public.
    We often add users and it existed in the 2015 version so why not with 2019 version?

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. 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 →
  12. 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 →
  13. 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 →
  14. 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.

    10 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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 →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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