Feature Suggestions for Maximizer CRM

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  1. I would like to be able to have more than one database open at a time.

    With a previous version of Maximizer I could have more than one database open at a time. For instance, I could have my customer database open, take a phone call from a prospect, drop down the customer database (not close it), and open up the prospect database to refer to for the phone call. When the phone call from the prospect is over, that database could either be dropped down and a 3rd database opened or closed to go back to where I was in the customer database.

    3 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Include item selection list for the location field in MaxMobile appointments similar to resources and categories

      Include item selection list for the location field in MaxMobile appointments similar to resources and categories.

      2 votes
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        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
      • Search from the Maximizer email inbox is presently limited. A stronger text search should be available.

        Ideally we should be able to filter on text in the email body, the subject, the sender, the recipient (for those with mulitiple mailboxes) and the date range.

        13 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Order Desk Enhancements

          Needs a variety of improvements to increase functionality eg the ability to flag as completed to remove from main OrderDesk screen, improved searching, reporting, & practical processing enhancements

          11 votes
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            0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
          • The ability to assign more than one user to a single hotlist task

            The ability to assign more than one user to a single hotlist task

            42 votes
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              0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
            • Displaying hotlist tasks on Calendar

              When adding a hotlist task and assigning it to another user, the task should display on the assigned users calendar, rather than just on the right hand column called Hotlist Tasks.

              28 votes
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                1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
              • Tasks & Appointments should have a Tab of their own & all Tabs should be able to be selected to be on or off just like the main area icons

                Hotlist & Calendar items should be more easily accessed for an address book record by having a Tab of their own. To ensure clarity it would be good if a user could select to turn off Tabs they don't use eg Related Entries, Campaigns - like you can already for Order Entry

                12 votes
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                  0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                • On completion of a Task you are prompted to schedule another task or appointment - this should be expanded to include scheduling an Action P

                  On completion of a Task you are prompted to schedule another task or appointment - this should be expanded to include scheduling an Action Plan, & all these options should also be presented upon completion of a phone call

                  12 votes
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                    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • Remember the settings for Date/Time displayed

                    One of our customers has found the options to remove the Date and/or Time from the bottom RH corner of Max however this is not remembered which rather negates the options being present since the users are unlikely to keep setting this each time they open Max.

                    1 vote
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                    • Support "Friendly" Company Names

                      In many scenarios, a Company will have a formal name (International Business Machines) and a colloquial name (IBM). We should have a facility that allows me to record both values in the Company record. When performing a Company search, it should incorporate both the existing "Company" field, and the new "friendly" field. That way, I can search for either "International Business Machines" *or* "IBM" and be taken to the same record.

                      93 votes
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                        under review  ·  8 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                      • Flag Important Contacts

                        This would work much like the "Important" flag available on the Notes tab. When a Company has many Contacts, it becomes difficult to identify the "key" contacts from the "not-so key" contacts.

                        29 votes
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                          3 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add documentation about the Status Tab for Opportunities

                          There is no documentation about the features and behaviour on this page, including the "system" status's of New and Updated.

                          2 votes
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                            0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                          • Coloring Rules using a UDF should use the standard selector for that field

                            At the moment you need to enter text values for creating any coloring rule, even if the UDF is a Table field. Given this is an equality check anyway, this should use a data consistent method of selecting the criteria (same as happens in the Search menus).

                            8 votes
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                              1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                            • CRM Live: Ability to Merge Records

                              A customer indicated that they did not have a good way to merge records in CRM Live, as was available in the windows client.

                              15 votes
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                                1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                              • CRM Live: Ability to delete contacts directly from the Company window

                                A customer noted this was a pain point for them, as they would have to re-search (slow) and perform the deletion from the main contact window.

                                12 votes
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                                  1 comment  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
                                • Saving emails with attachments

                                  There should be something visual to let the user know that the email saved in the documents tab has an attachment. Currently we need to open each one at a time.

                                  56 votes
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                                    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Video on using SQL Report Builder with Maximizer 12 Web Access

                                    It would be good to have a video showing how to create a new report from the SQL Report Builder. Also inlcude inserting parameters and tables

                                    19 votes
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                                      0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add a follow up check box to notes. This will allow users to quickly indicate what they need to follow up on without adding a hotlist task.

                                      This button would make it easier - one step to add a note and a hotlist task thus making it easier for mobile users. The button should be search able and any notes that are check would appear in the hotlist without a due date of the date the note was entered. This could later be changed by editing the hotlist task that was created.

                                      30 votes
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                                        1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • The ability to open one email and use arrows to easily access the Next/Previous email.

                                          without having to close the email and open the next one e.g. as in the Notes dialog box.

                                          14 votes
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                                            0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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