Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

How would you like us to improve your product?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Separate "automatic" Notes from "manual" Notes.

    The new date range filters on the Notes tab are great. However, I would like to see system-generated Notes placed on a separate tab. These Notes are great as a historical reference, but generally don't add much value in day-to-day usage. User-generated Notes (Manual, Email, Phone, etc) frequently contain relevant information users need to access and should be accessible from a separate location than the generic "audit trail" Notes.

    47 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    • Remove "Lead Source", "Lead Status", "Customer Interests", and "Partner Interests" from the User-Defined Fields Tab

      These aren't UDF. They can't be deleted through the GUI and only clutter the UDF tab. With the new Key Field capabilities, they should be moved to the "Basic Info" tab where the administrator can determine whether they are relevant to business processes.

      35 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
      • Ability to access alternate email address if contact has multiple emails

        If a client has more than one email address the only way to use the alternate email is to open the contact window and then cut and paste the alternate email address.

        130 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          5 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
        • 4 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            1 comment  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
          • 'Yes to All' and 'No to All' buttons when deleting or editting appointments

            Currently, when altering to deleteing a multi-user or recurring appoointment there are dialog boxes about whether to alter for All Users and All Occurences. If you have selected to delete a range of appointsments (by date or via the Hotlist) you cannot bulk select an answer to this and this have to 'click-through' all of these messages.

            15 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
            • Related entries graphical view

              Similar to the Org. Chart feature but for records that have been related to each other. Would have options to filter by Relationship Type and choose the number of levels deep to show.

              9 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
              • Create a UDF from existing address book entries

                There are times when I would like to create UDF list for a list of Address Book entries already in my database. For example we have a list of dealerships. When we add a customer I would like to connect them to one or more of dealerships. If there was a UDF type that allowed you to generate a table from a saved search or favorite list you would be able to connect this data together.

                7 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                • Ability to mass update one or more UDF for existing Address Book Entries through a csv import tool

                  I have a spreadsheet that contains an unique username and password for every one of dealers. I would like to bring this information into Maximizer, However, we have a lot of dealers and it would take a lot of time to do this manually.

                  So I was wondering if you had a tool that I could use to match a reference field in my database to an existing field in the database. Then it would bring in the information associated on that line. So in my example above the import tool would match to say a Unique Account# and then…

                  56 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    5 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                    planned  ·  Maximizer Admin responded

                    Hi, we have plans to develop Maximizer APIs which would provide such capability. A tool could be written to leverage the API capability to check reference data before updating UDF information in a database.

                  • Manage time zones better on MaxMobile

                    Include an option in MaxMobile to retain the current appointments based on the originating BlackBerry time zone instead of automatically adjusting them when you allow BlackBerry to adjust its time zone.

                    3 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                    • 9 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        2 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                      • Combine Notes and Documents.

                        I.e. have notes with attachments (allow multiple attachments as well)

                        31 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          3 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • Nested \ Related User Defined Fields

                          The ability to relate fields together so they only display based on the value of another field value or even the main Category field.

                          29 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                          • Button directing user from task to relevant opp, cs case or addbk entry

                            Add another button to the hotlist task alert to allow the user to go directly to the relevant opportunity, customer service case or address book entry so that they can perform the necessary action there and then complete the task.

                            14 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                            • Easier to customize forms, menus, labels

                              Drag & Drop sections of the application, easier to use menus to customize without having to modify the code.

                              22 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • Easier to configure reports

                                Drag & Drop, direct SQL queries, excel like pivot tables

                                29 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                • 11 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                  • 7 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                                    • The ability to use the main window even when a specific record is open

                                      Want to be able to browse through the list in the main window even if one record is open

                                      32 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Keeping Outlook Calendar and Maximizer appointment alerts in sync

                                        When dismissing or snoozing an appointment in outlook, the alert should not appear in Maximizer anymore (and vice versa)

                                        45 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Specify what type of followup is required for each Hotlist Tasks

                                          Schedule a followup call, email, meeting.

                                          9 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                          • Don't see your idea?

                                          Feedback and Knowledge Base