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Feature Suggestions for Maximizer CRM

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808 results found

  1. More flexibility in page setup for reports

    Line spacing, etc.

    11 votes
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    Under review  ·  0 comments  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  2. Inventory, Product Catalog

    Ability to create and manage an inventory of products by clients.

    115 votes
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    15 comments  ·  Others  ·  Admin →
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  3. Integration with phone system (VoIP/others)

    To display callerID, company, easier to document calls

    143 votes
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    30 comments  ·  Integration with other Applications  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Please note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.

  4. Linking Documents between the Address Book and Opportunities

    Right now, documents created in the Address Book is not visible in Opportunities (of the same company) and vice versa. Would like the 2 to be linked please.

    35 votes
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    2 comments  ·  Document Management  ·  Admin →
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  5. Email Notifications for Hotlist Tasks

    Being able to send email reminders to specified email addresses on hotlist tasks - statuses and updates.

    100 votes
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    1 comment  ·  Task Management  ·  Admin →
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    Planned  ·  Maximizer Admin responded

    We are working on implementing APIs for notification engine to allow automatically send notifications on hotlist task updates as well as opportunities and other objects.

  6. Assigning hotlist tasks to >1 users

    121 votes
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    6 comments  ·  Task Management  ·  Admin →
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  7. Drag & Drop Emails from Outlook to save inside Maximizer

    Right now, dragging an email from Outlook saves only the subject of the email.

    173 votes
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    Declined  ·  6 comments  ·  Email  ·  Admin →
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  8. Better favorite lists management

    Please make it easier to manage large customer lists for sending email marketing campaigns - add/edit/remove from lists.

    • Have the actual data content of the favorite list display in its own window (or following window) - whenever new customer records are added or removed, the favorite list will reflect the updates right away.
    • Enable drag and drop from the main window into the 'favorite list window' and vice versa for adding/removing entries
    • Be able to easily tell which favorite lists that each customer belongs to
    47 votes
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    3 comments  ·  Usability - User Experience  ·  Admin →
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Feature Suggestions for Maximizer CRM

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