Feature Suggestions for Maximizer CRM

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  1. Exports should loged to notes

    When someone export data from Maximizer (Address Book entries, cases,...) should at least loged to notes.
    Exports must be visible somewhere!

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Quick Launch Bar Icons need to be more distinctive

    I have added several shortcuts to the quicklaunch bar. For example search by ID, or search by first name. Unfortunately they are all added with the same icon - a green circle so there is no way to remember one from the other. Please make the icons unique to every command and add an information bubble and/or text.

    23 votes
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  3. Adding contact name to calendar appointment by default

    Please put the contact name in the calendar appointment box by default. I'm constantly having to open my appointments to see who it is with, unless I'm on my iphone where it is integrated.

    61 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Important flag on documents

    We really like the use of Important flags on our notes, and wish to use the same feature within documents, particularly html docs.

    23 votes
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    0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. In Maximizer you can set Favorite Layouts and save it, but if you upgrade Maximizer to higher version, you lose Layouts. My Feature Suggesti

    In Maximizer you can set Favorite Layouts and save it, but if you upgrade Maximizer to higher version, you lose Layouts. My Feature Suggestions is retain or transfer Favorite Layouts.

    19 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)

    Currently, users can free-type into any basic fields that have a drop-down list (such as "Position" or Opportunity "Objective") even when they don't have the Access Right "Modify System Tables" which enables them to add items to the drop-down list.

    One of our biggest customers needs to be able to restrict this so that the users can only select from the list, not free-type into these fields.

    We think the best way to do this would be at field level, rather than user level, such as in the Administrator > File > Preferences > Mandatory fields - you could have…

    172 votes
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  7. Catalog Search Drop-Down

    Add a drop-down menu, similar to Column Setups in the Address Book/Opportunity/Customer Service Case grids which provides a shortcut of either "Recent Catalog Searches" or "My Catalog Searches".

    It would go a long way to improve a conceptual misunderstanding of users who mistakenly think that a Column Setup called "Customers" would bring up only the records flagged as 'Customers' in their database.

    3 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Maximizer passwords can't be mixed case or start with a numeral

    Please can you add the ability to have mixed case passwords and the ability to use a numeral in any position?

    7 votes
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tools > Macro buttons still appear, despite the fact they don't work on most operating systems

    I notice the buttons for Macros on the Tools tab are still there in v12, despite the fact they don't work on Windows Vista/7 or Server 2008. Macros are supposed to still work on Windows XP and Server 2003, but as these are old versions of Windows that will soon cease to be supported by Microsoft, isn't it about time you removed this functionality/buttons altogether?

    Steps to replicate:
    Go to Tools > Record Macro.
    If Windows Vista/7 or Server 2008 it says "This functionality is not available in the current configuration" - this is ok, but it would be better…

    10 votes
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  10. Pin the Maximizer shortcut to the Windows 7 taskbar properly

    If you pin the Maximizer shortcut to the Windows 7 taskbar, it adds the icon correctly, but when you open Maximizer, it puts another icon to the right instead of putting a border round the existing icon, which is the correct way to display open programs in Windows 7.

    Steps to reproduce:
    Right-click the shortcut for Maximizer (MaxWin.exe) and select "Pin to Taskbar"
    Click on the Maximizer icon on the taskbar to launch Maximizer.
    Another icon appears to the right.
    Pin any other program (eg: Microsoft Word) to the taskbar and launch it.
    The existing icon has a border round…

    26 votes
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  11. Set default alarm reminder

    The default Reminder time is 6 hours. I want to set it for 1 Day but only option in settings is the Alarm time.
    Maximizer should allow customization of both Reminder and Alarm times.

    31 votes
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    5 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow Replace or Append as default Address Book Search setting.

    Maximizer returns to the default Address Book Search setting (Replace current list) on startup.

    After my first search it retains my choice but returns to the default next time it starts up.
    It should allow me to either select my preferred default (Append) or pick up the preferance from my last use of Maximizer.

    12 votes
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  13. 6 votes
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  14. Graveyard contacts that have left the company

    This would give the ability to manage contacts that have left the account. And still keep communication that you have ad with that individual.

    38 votes
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    3 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. 8 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. create a side by side merge function

    This would give the ability side by side to merge a contact or an account.

    6 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  17. Keyboard Shortcuts

    Why aren't the Alt key shortcuts in the ribbon menus, as they were in previous release drop-down menus.

    16 votes
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    1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  18. linkedIn

    it would be nice to create a Maximizer record for a LinkedIn profile, rather than manually creating the contact record first and linking it to the LinkedIn profile

    5 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  19. Hotlist task Global edit function, to push forward a list of Hotlist tasks that you don't have time to action

    Hotlist task Global edit function, to push forward a list of Hotlist tasks that you don't have time to action

    46 votes
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    5 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  20. Hotlist Tasks created from Date UDF's don't carry forward until you build the Hotlist

    Hotlist Tasks created from Date UDF's don't carry forward until you build the Hotlist. This is very different from manual tasks and a User won't be aware of this difference. If a User takes a few days off, tasks created this way will not be visible

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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