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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Change Default for Yes/No UDF
At present if a Yes/No UDF is mandatory, when creating a new company/contact the system will automatically allocate No as the default without prompting the user for an answer. Could this UDF always prompt for an answer if it is made mandatory.
17 votes -
"Move Selected Contact" button to workstation version
It would also be nice to see the "Move selected Contact" button in the web version to the workstation version - I am NEVER able to get the drag and drop to a new company to work , it's a nightmare. When I found the "move selected contact" button in the web version I was so happy , and then confused as to why it's not in the workstation version
63 votesMaximizer is making changes to its product line up that involved the impending discontinuation of the Windows client, in 2016. Windows client users can continue to follow the standard upgrade path to Maximizer CRM v2016, due out in late fall 2015 and then remain on that version for as long as they choose. Over time, support for CRM v2016 will cease, and the customers will have to make a decision between migrating to a solution like Web Access or Maximizer CRM Live or continue with an unsupported solution.
We encourage customers, to continue the dialog with Maximizer Software about any potential product requirements or otherwise, which would help facilitate an easy migration to Web Access or Maximizer CRM Live. -
Allowing companies to have products
If companies had products it could be made quicker to create a customer service case. i.e. when creating a case for a company show the products that the customer has and not the whole list (with the option for the user to see the whole list).
In our environment it would be unusual for a case to be created for a product that the company doesn't own.
At the moment we have to store this in a seperate UDF at the company.
We have products at case, campaign and opportunity why not Company?
40 votes -
Telephone log
A telephone log for all staff that easily pulls up a date range for any one or all members of staff and duration of calls. Easy to use access to how active the telesales team have been on the phone.
23 votes -
Allow Hotlist Tasks To Be Sorted By Completion Date
My boss built his hotlist task using a custom date range. He then accidently completed all of his tasks. In a panic he tried unplugging his coputer to kill the process but we run our computers off servers and unplugging did nothing. Maximizer crm should allow users to sort hotlist tasks by completion date as that's not currently an option to even have as a column it only allows users to sort by or search by creation date.
21 votes -
Strategy libraries
In Maximizer web access it does not seem to be possible to access the Strategy Library to create new Strategies or modify existing ones! Could this feature be added?
35 votesStrategy tab is discontinued
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UDF Description fields
When you create a UDF you have the option of writing a brief description of the purpose of that field. When you come to add a UDF value this description is visible in the desktop application but not in the web client. Could it be added to the web client, ideally to be visible when you "float over" the field name?
16 votes -
Contacts to automatically inherit UDFs from Company/Individual
If a certain UDF is blank at the contact level, then just inherit the value from the same UDF at the company/individual level
117 votesCould you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.
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Auto-fill in the persons email address as I type in the TO, CC and BCC fields
Kinda like Outlook, Mozilla or Gmail does it.
19 votes -
Increase Maximum Upload sizes in the Web Client
The 4MB limit for web access uploads is too small for many customers who wish to load larger documents and emails with attachments. The Maximum upload size needs to be configurable by the administrator - possibly on a per user basis.
42 votes -
Add ability to find campaigns Suspended by Service.
Due to the age of some of our data, campaigns sometimes get Suspended by Service because of old problems in individuals or for other reasons. Searching for these campaigns currently requires a manual search of all active and completed campaigns. With several hundred campaigns scheduled this year, that is not feasible.
15 votes -
Email Reminder for Hotlist Tasks
Since we now support email reminders for appointments to support mobile access users, we should also support email reminders in hotlist tasks. Otherwise, there is no alter for mobile access users to deal with a task.
56 votes -
Related Entries Description in Column setups
The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).
15 votes -
Document Details
The Document window Properties Description field should appear in the Document window Column layout. This would really help with differentiating similar items.
15 votes -
Add ability to Copy Appointment in the Calendar
A customer of ours has suggested it would be really useful to be able to copy an appointment in the Calendar, and paste this on a different date, so they don't have to re-enter the details again.
85 votes -
Add ability to search in the Calendar
Currently there are no options for searching in the Calendar window. It would be really useful if you could search on Subject, Priority, Address Book Entry, Assigned User/s, Date Range, etc...
80 votesHi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.
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Maximizer CRM 12 Web Access has reduced email functionality compared to v. 11
In previous versions of Maximizer CRM Web Access, there was a Menu link that allowed us to view emails in our Inbox.
Although Maximizer CRM 12 Web Access is much improved over previous versions, for some reason, this functionality has been removed!
This is critical functionality that should not have been taken away from Web Access users. Maximizer Web Access 12 users on the Windows platform can use the Outlook Add-In to handle their email. Mac users can now only send emails: they can no longer save emails to Maximizer CRM 12 Web Access!
Please restore this functionality as soon…
60 votesMaximizer CRM 12 is no longer supported
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Email Window Integration - Performance Improvements
As a support technician for Maximizer we are constantly getting complaints regarding the effects on performance of Maximizer when users open the Email window in the product.
Quantity of email, visibility of other profiles and more recently and becoming more common, hosted email services are all root causes to the problem.
We have exhausted all configurations to find ways around the issue but to no avail.
This issue does need serious reviewing as it is having a big impact on our users and the success of our solutions.63 votesThis version of Maximizer is no longer supported
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Browser Support
Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.
47 votes -
Merge historical notes into one long note, or by category, fewer notes.
Merge historical notes into one long note, or by category into fewer notes. This will make it easier to view in the notepad. The merged notes should have a date or text search to find a specific section, if its many years of historical data.
4 votes
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