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!
807 results found
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Allow action bar sort to be customized
Would like the ability to move actions higher or lower in the list, and possibly hide actions that we do not use on the details tab (right side)
8 votes -
Highlighting following tab if data is present beneath it
Can you highlight the tabs in the following windows, if there are any data behind them.
E.g. if there are opps or cs cases or notes or documents, then show the title of the respective tab in bold or perhaps with a background color, so the user can see there are items in there without having to click it.
This used to be the case somewhat in the old windows client with opps and cs cases in the following window on the bottom left, I seem to recall.
The reason for this is, particularly with documents, that now all email…2 votes -
Set currency field using default entry for opportunities
Allow users to set their default currency value using the opportunities default entries for sites with users across multiple countries instead of defaulting to corporate currency.
3 votes -
Double click to edit a lead in the leads module
Currently you can either select edit or double click on the details in an address book entry, case or opp. I suggest you provide the same quick edit access in leads as well to maintain consistency.
8 votes -
Quick modify task date
Create a quite way to modify a task date. Currently you have to either edit the task and change the date or select Modify Task Date from the Hotlist menu. A right-click option would be ideal to be able to quickly push tasks forward.
4 votes -
Change contact on hotlist task
Would like to be able to associate a hotlist task with a different contact - change it from one contact or company to another.
9 votes -
Contact switcher missing from hotlist
In the address book we have a useful contact switcher allowing us to change the details to any contact within the company. This element is missing from the hotlist. We need it to move more efficiently.
7 votes -
Make task creation mandatory on interactions
Some sales managers want to impose that all calls (interactions) end with a task being created. If this could setup as an optional preference that would be ideal.
3 votes -
Task, appointment and opportunity notes shoudl login inside the interactions text
We prefer to see the logging of a task created (follow up) within the interaction as it is easier to see when viewing the report than separate entries.
7 votes -
When you have multiple action plans running on a single contact it becomes very difficult to see which tasks are part of which action plan.
There should be a column that allows you to view a differentiating factor between each action plan under single contact. Or if you have to run 2 of the same action plans at the same time (like when the same action plan needs to be completed for 2 of the clients accounts). I would suggest looking at the layout yourself when 2 of the same action plans are running at the same time for same client. It is very difficult. Maybe add column under activities that shows the fillable "description" field
6 votes -
Write an email on timeline
I do not see the command to write an email when I am on the Timeline. This seems to have been omitted by accident.
3 votes -
entry icon
The Entry Type Icon has been replaced with Entry Icon. The two things serve a different purpose and I believe having Entry Type Icon back is necessary. The concept of an Individual (or Household) is distinct in Maximizer and it confuses users. Having the icon makes it easier to see what you are looking for wiithout the long text of Entry Type.
9 votes -
Set preferred email address
Currently, if a preferred email address is not in the top field, I copy/paste to show this. Can you let us pin the best option the way phone numbers & Addresses can be assigned to use for entry?
3 votes -
I hate the look of this latest update. How about you give us our colors back.
If some people want monochrome let them chose that as an option don't force it on everyone. I prefer the previous color theme I've been using.
1 vote -
Timeline content layout
I really like the timeline concept, but I do not like the display of the note/interaction data. I much prefer the way notes or interactions are listed. The timeline is clumsy to read through quickly. It is hard to spot what you are looking for and work fast with this presentation. I had same problem with the history tab.
6 votes -
Zap pollling action that triggers just once
I’ve created a zap that triggers when a case is polled and a field is set to Yes. I’m wondering if there is a setting that would trigger this zap only one time.
The use case is this.
I have a Yes/No field for ACCEPTED which is a specific request applied to cases. When a case is first set to ACCPETED = Yes we want this email to go out. That works fine as is.
Later, if a user edits the case, the ACCEPTED value remains Yes and another email goes out. Can we suppress the 2nd…6 votes -
Make it easier to copy fields like phone, email, SIN, DOB etc.
For every single field in an address book, make it easy to copy into the clipboard. It is too hard to drag the mouse over a field like a phone number or email.
There should be a little icon to the right of every field that when I hover over, says "copy to clipboard", and when I click it, it copies the data to a clipboard.
I do this all day long, especially trying to copy emails since maximizer does the dumbest thing possible when I click the email hyperlink (ie. anything other than opening my email client with anything…
2 votes -
One-way contact Synchronization to Gmail Address Book
Either:
- each contact or other address book has an "add/update to gmail" button. it updates the contact with a "maximizer label in gmail". I do this manually.- the above but for a favorites list or some other query. Anything in the list replaces contact in gmail when I press the synchronize button. It happens only manually.
Or even a button for each address book entry (worse than above but workable) — make vcard for contact entry. it etiher downloads to my desktop or you email it to me or something.
Why do I want this?
Because I use google…
1 vote -
Hide basic fields
Allow users a 'hide' option to all system fields in all modules (First Name, Department, Products/Services, etc.). If the field is set to hidden, the field would not display in the entry dialog. Many clients complain about the fact that we have near total ability to customize key fields and no ability to customize the basic fields.
11 votes -
Google calendar integration doesn't include related attendees
I've set up my Google Calendar integration. It works. Google calendar has a feature to identify the invited party (in addition to the person scheduling it). When I look at the Maximizer appointment, I see the scheduler's email address but not the email address of the invited parties in Google. Kind of defeats the purpose because I already know the scheduler (me).
3 votes
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