Feature Suggestions for Maximizer CRM

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  1. Don't add extra lines between paragraphs when copying text into note

    Extra line spaces should not be added to notes when they are being copied from another program (like an email) into notes

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  2. enter date in a variety of ways in hotlist

    Allow the date to be entered with periods vs colon i.e. 2019.03.10

    1 vote
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  3. Address Book Permission Refinement

    Currently, user / group permissions control access to the "Address Book" as a single entity. However, there are frequently cases where the permissions need to be more granular than this.

    For example, a customer has no use for the concept of "Individuals" and they want to prevent users from inadvertently adding this kind of record into the database. Currently, the only front-end solution is to deploy a MenuBuilder customization which removes all references to "Individuals" from the various record creation menus.

    Ideally, this should be handled by separating the user / group permissions into buckets for:

    * Company
    * Individual …

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. Default Entry Management

    This needs to be added to the Administrator module. There is currently no way for an administrator to review the Default Entries for the users.

    In the Windows Access application, an option to "View Default Entries" existed for each of the modules, but this does not exist in the Web Access application, nor is there any way for the Administrator to review and alter Default Entries without being logged into Web Access as the user in question.

    In an on-premise deployment, this can be easily done via SSMS, but that's obviously not an option in CRM Live.

    We need to…

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  5. Clear user permissions

    Nearly every Maximizer database I've seen does not correctly implement group-level permissions. Instead, permissions are a mixture of user-level permissions and group-level permissions. Trying to clear all user-level permissions to go with a 100% group-based security structure is a nightmare because each user has to have their user-level permissions manually un-checked. There is no easy way to quickly clear all user-level permissions.

    In an on-premise world, a SQL trace could be executed and reverse engineered to clear these values directly in the database, but the user tables are typically the most complex to interact with manually and updating the columns…

    1 vote
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add DKIM Support for Emailing via Office 365 (and others)

    As more and more clients use modern SMTP servers and route their Maximizer emails via services like Offices 365, it is becoming more important to support modern email authentication systems to ensure emails actually go out. DKIM is such a system and Office 365 expects it: https://en.wikipedia.org/wiki/DomainKeys_Identified_Mail

    Clients like Thrive are seeing emails get missed because just setting the SPF record is not enough for Microsoft to fully approve emails as being legitimate.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Greater than 255 character limit

    Increase the limit above 255 characters for alphanumeric user defined fields

    6 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  8. CSV Import

    The Contact # field isn’t available in a column layout so it’s not possible to export a list of existing Contacts to then match to your new CSV data to be imported (using VLOOKUP for eg) to provide the Contact Number field for importing which is required for matching along with the Identification field.
    The Import functionality is lacking in a few other aspects as well which is a pain in real-world usage as they really make life difficult :
    - Table type UDF’s use to be able to be populated by the import process, but this no longer happens.…

    3 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  9. Global Edit shortfalls

    The Opp Stage & Status are unavailable in Global Edit, nor in the CSV Import function

    18 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. test add of a suggestion

    this is a test add as uncategorized

    0 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Hotlist Completed Task Notification to Sender

    It would be nice if the sender of a hotlist task can be notified once the task is completed

    1 vote
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Display Day of the Week Name at Top of Calendar Screen

    The old Windows interface showed the day eg Monday beside the Date in the heading at the top right of the calendar window when in Day view, & it would be nice to have it back please, as if you email someone about an appointment & don't recognise what day of the week it is this would save having to move the email window to uncover the calendar at the right of the window

    6 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to make a forumlated field using other formulated fields

    Its so frustrating that you can insert a formulated field into another one so you can display anything you want!

    we have to do so many work arounds!

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Update "Date last contacted" when email saved

    If the sent/received date of an email saved to Maximizer is more recent than the contact's Date last contacted value, update the value, matching on email address in the Address Book regardless of what type of entry the email was saved to.

    10 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  15. Hide or remove redundant groups

    In a new database there are security groups that appear to be redundant now, for example "Crystal Reports Users". Can you simplify by not creating these in new address books?

    8 votes
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    1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
  16. As a manager i would like history of my staff's login

    As a manager i would like history of my staff's login, including if i can see them logged in currently. A report that you can view a specific period of login in and login out.

    3 votes
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  17. Outlook Integration - syncing reoccurring appointments

    The Outlook Integration can synchronise re-occurring appointments, but only if an end date is included.

    If not then it causes problems, either the appointments won't sync (other than the first one) or the subsequent appointments can be deleted in Outlook (if Maximizer Override is selected).

    It would be good to have a warning included that comes up if reoccurring appointments are started without an end date, otherwise users might be oblivious to this problem.

    8 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  18. Custom Tab, the Documents widget should have 'show all' option

    In the Custom Tab, the Documents widget doesn't have the 'show all' option. Would be good to have that or to follow the setting in the normal documents tab.

    6 votes
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    0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. use email as username

    Have the ability to use the email address as the username.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  20. Associate Key Fields with Advance Search results

    I can associate a column view with a catalog search result but I cannot associate a Key Field view with the search result.

    I have a catalog search, I can associate the column view with that search result but the Key Fields are not sticky. I would like to have multiple catalog searches and assign each one its own column view and key field listing so that the person entering the information will always see the same key field list every time they pull up that catalog search.

    8 votes
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    0 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
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