Feature Suggestions for Maximizer CRM

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  1. 5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Adding a "BACK" Button to Maximizer CRM

    Maximizer older versions used to have "BACK" buttons, which was a most useful tool. Please reinstate as would make the user experience more productive and fluid

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding a "BACK" Button to Maximizer CRM

    Maximizer older versions used to have "BACK" buttons, which was a most useful tool. Please reinstate as would make the user experience more productive and fluid

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. Does this integrate with my iPhone, MacBook Pro and desktop contacts?

    Does this integrate with my iPhone, MacBook pro and desktop contacts?

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add link within a notification alarm to get back to the ticket/company.

    Add link within a notification alarm to get back to the ticket/company.

    3 votes
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  7. 1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  8. MailChimp Tags

    Can the MailChimp tags be added to the standard MailChimp integration with Maximizer?

    I see this being added as a single table user defined field into the existing MailChimp folder

    Adding support for this would allow you update and search in Maximizer the MailChimp tags

    9 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  9. Shopify integration

    Shopify integration would be great, thanks

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Appointment - Icon Bar

    In the “Add Appointment” window – the icon dropdown menu is vertical. I would like to suggest that it be horizontal like the icon bar in “Add at Task”. It would be much easier to use as with the vertical menu, your mouse moves around before you get to the bottom and then loose the menu bar. Also be able to move the icons around so that the ones you use the most could be first in line. If the bar is horizontal that is not as important.

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. View in browser link for email campaigns

    This is something that you see on lots of email campaigns and it would be a good addition to Maximizer.

    The email may not format for the recipient correctly for some reason their email client and this gives them an option to see the email in a web browser

    It would be good if the email was still merged with the customers fields when they view it this way.

    12 votes
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    0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  12. how to link zoom meetings to a contact in maximizer or using outlook to sync contact maximizer

    you guys need to figure out how an outlook meeting can be with associated with a contact in maximizer, with all of these virtual meeting systems available now something needs to be done. we have compliance issues at stake here.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow the start date of a campaign to be changed

    Allow the start date of a campaign to be changed not just by delaying, as this doesn't help if you are bringing the date forward.

    1 vote
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    0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  14. Increase the granularity of Security Setup

    Today, we discovered that the ability to opt-in email types is tied to the "Modify System Tables" privilege. This privilege also give the user a number of other rights such as the ability to delete contacts - which we don't want to do. At the moment, I would be happy to have this one piece changed but ultimately, I think it would make sense to have a look at security as a whole in terms of what improvements could be made. For starters, more granularity in general, possibly add field level security and the ability to make changes to more…

    1 vote
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  15. File system/one drive support

    I hear you may be working on having local one drive links to maximizer. Please don't do it the dumbest way possible which would be to point a fixed path per user as the root of the local one drive.

    Keep in mind a given will have different paths to OneDrive depending on where they log in. I use two different machines, and my paths to onedrive are different, and not within my control, on these machines.

    Similarly, most of our files are stored in OneDrive libraries, which have different paths on each workstation and are not the same place…

    1 vote
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Being able to import Attendees from Outlook

    Being able to automatically link the attendee's listed in my outlook calendar to the attendees in maximizer (assuming they are already contacts in the address book) would be an ideal feature as it would add an extra link between modules without having to manually update the maximizer meeting.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. 'Logged into the server successfully...' error

    The following error has occurred previously when using the Outlook integration:

    'Logged into the server successfully, but there was an unknown error processing this request.'

    This error has come up on a least a couple of occasions - saving email to Maximizer, or when just accessing Preferences - but it doesn't make it clear what the problem may be.

    Could the error handling be adjusted in a future update to eliminate this sort of error?

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. mobile app Custom View for CS cases

    Ability to customize vie win mobile app, customer service case view

    1 vote
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  19. Sendinblue autoresponder

    This is growing fast and I have had this for five years so far. Good service and customer support.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to Opt People into Maximizer Campaign Template Email on Cell Phone Easier

    Hi Maximizer,

    I think that the mobile application is hard to move around in. I really don't like the interface and it is glitchy.

    Also the main reason I would use the mobile application is add new clients to an automated campaign when I am on the road or out of the office in an easy manner.

    Is this possible?

    http://www.marabellafinance.com

    (760) 479-0800

    Thanks for considering my suggestion.

    Chris Marabella - Marabella Commercial Finance, Inc.

    1 vote
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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