Feature Suggestions for Maximizer CRM

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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.

    50 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    143 votes
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    6 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. 4 votes
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    1 comment  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
  12. '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
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
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    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.

  16. 9 votes
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    2 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  17. Combine Notes and Documents.

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

    31 votes
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    3 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
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