Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
808 results found
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Adding items to a table field in Edit Mode
When in edit mode, I don't have the ability to add an item in a table field. This is important when gathering new information from a customer. When I'm on the phone with a customer it is important to be efficient with their time and my time.
33 votes -
Access Partner Info within Opportunity
Once a partner has been assigned to an Opportunity, it would be useful to have access to the partner's information from within the opportunity module. At the moment the only info available seems to be the partner's name.
19 votes -
create single user opportunities permission
Teams are a valuable if often abused and misunderstood part of opportunity management. I have often been thankful for the facility of dynamic teams. The biggest problem with teams is not teams, but the inability to stop people creating single user opportunities. While the use of default records can largely overcome this. I think the facility to ban single user opportunities system wide could be a useful security permission.
8 votes -
Use keyboard to move through UDF's - not just the mouse!
We need to be able to quickly move through our UDF's and enter data. It is taking much to long to open each UDF, check off the appropriate items, click ok and wait for it to close. Before switching to Maximizer LIve we were able to use the keyboard to move from one field to the next and make our selections. It was MUCH quicker!
9 votes -
Gmail integrated with Maximizer so that we can have our other Branches like to Advisor's Calendar to Book appointments when advisor there.
Integrate gmail calendar with Maximizr
4 votes -
New contact inherits UDF of campany
New contact inherits UDF of campany
72 votes -
More detail about documents in the document tab
My customers (and I) struggle with the documents windows just not showing enough information about stored documents before you open the document. This is particularly true of email.
Please consider a preview option. or a row depth expand or more columns
We need to see for email :
attachments icon
form
to
email preview
document description commentwe need to be able to set email category every time you create or save an email
Other documents
preview? size, and document properties description22 votes -
Ability to Convert a Company to an Individual
In Maximizer CRM Live you can convert an individual redcord into a company record, but there is no way to convert a copmany into an individual. This was possible in older versions of Maximizer software, but the option has been taken away.
24 votes -
Outlook AddIn / AddOn / Integration to be able to create appointments
At the moment the Outlook AddIn is able to create a task based on the currently selected email.
We'd like to see the ability to also create appointments based on the currently selected entry. At the same time the appointment gets created a link to that address book entry in Maximizer should be created.
21 votes -
Make it possible for email read receipts to be saved to a contacts record
Read receipts are critical components of maintaining communication records, especially in the investment/securities industry.
12 votes -
Ability to duplicate an Opportunity and then change the client name
Very often, many of my clients are bidding on the same projects. It would be nice to be able to Duplicate one clients job and change the client name. I have many UDF's, and a lot of the info is the same. It would save heaps of time on data entry.
10 votes -
Outlook integration. When you save an email to Maximizer with the Outlook integration plugin
An option to uncheck related contacts by default in the Outlook integration webaccess.
When you save an email to Maximizer with the Outlook integration plugin, Maximizer shows the companies or contacts which are related to the email addresses from the email you would like to save to Maximizer. In case of a lot of companies/contacts that are related to the email you have to uncheck multiple times. (10 to 15 times in my case)
it is annoying and more effort than checking the one contact you want to save to. An option that makes the contacts being unchecked by default…
81 votes -
no user report that shows users currently logged into Maximizer Web Access
Can we see the number of users logged in via web interface from same window which displays the users were logging into Maximizer through Windows access
20 votes -
13 votes
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Confidence Rating improvement
Suggestion to Improve Confidence Rating use.
The program should be rewritten as follows:
Each Confidence rating should have a probability attached to it, just like the stages. The logic would be as follows:
- Set a probability rating for each stage.
- Set a probability for each Confidence rating.
- If the Confidence probability = the Stage probability, use the Stage probability.
- If the Confidence probability is less than or greater than the Stage probability, use the Confidence probability.
This would make the Pipeline much more accurate. The effect would be to tweak the probability and get it much closer to the truth.…
47 votes -
Print envelopes direct from Maximizer like it was possible fron the desktop program!
It is incredibly frustrating to have to go through Word just to print an envelope! Please fix this! Was much better on the desktop version. Almost wish I could go back to it!
10 votes -
UDF visibility based on field based formula rule
Allow rule based visibility of UDFs (similar to rule based mandatory status of UDFs). For example, UDF is hidden, but make it visible (unhidden) if field based rule returns true. E.g. UDF First Enquiry Date is Hidden, but make it visible if Category = Customer.
20 votes -
allow for the "links" menu item to be able to host file locations
allow for the "links" menu item to be able to host file locations (example: file://///mx-vm-01/nas//0 - PROSPECTS/)
16 votes -
Ability to create a memo field UDF
Add the option to create a Memo type (nvarchar(max)) field as a UDF. The maximum length for a UDF is currently 255
31 votes -
Feature Request:Ability to expand the viewing screen for the Key Fields to allow User to view entire field name as in Desktop app.
Currently in the desktop application the user has the ability to expand the viewing screen for Key Fields in order to see the entire field name. This option is not available in the WebAccess app.
1 vote
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