Feature Suggestions for Maximizer Mobile (Native)

  1. Completed appointments

    Completed appointments only reflect their completed status in the Today view or when viewing the appointment. The completed status is noted with a line through the appointment. This same status show appear in all views.

    1 vote
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  2. Enable editing

    I would love to be able to edit a name address or phone number

    1 vote
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  3. Opportunity Search Functionality in Mobile Application

    Opportunity Search Functionality should have select 'All' options fo the category of fields for which choices are provided. Presently we can select one or more choices for field but not all. If a particular field is not correctly filled in the database, the selections done produces undesired results. If there is a 'All' similar to what we have in the hot list search it will help at least produce all the Opportunities.

    Secondly, searching opportunities by name etc does not produce results expected. Please test this out. There is definitely something issue with the search functionality in the opportunities module…

    1 vote
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  4. Issues with Search functionality of opportunities or accounts in Mobile Application!

    The search functionality in the Mobile Application of Maximizer has a lot to be desired. To being with it does not give correct results even if the choices are accurate.
    Then the choices for the Sales Process don't show up just like other fields
    The results that you get when you make the same choices twice are inconsistent
    Also, there is no functionality to save searches.
    One should be able to search for opportunities or accounts on the go and hence this functionality in the mobile applications should be prioritized.

    1 vote
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  5. Maximizer Mobile Application now Available

    Many people seem to be unaware that a Maximizer Mobile app is now available. I am running it on my Android, it's called "Maximizer for Sales"... It can connect up to both Maximizer CRM Live and Maximizer CRM On-Premise.

    It seems to get new features every couple of months!

    HTH,

    John

    1 vote
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  6. mobile outgoing

    Calls made through the mobile access should be registered as an Outgoing call and should be visible in the Incoming and Outgoing report. Now only the calls made through the "Make a call" option are visible in the Incoming and Outgoing report.

    3 votes
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  7. Dashboards

    Allow dashboards on mobile
    Also redesign the archaic weird design of the dashboards which make it impossible for consistent sizing.

    2 votes
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  8. geotagging

    Would be good to log the actual GPS position of the sales person when they complete an appointment

    1 vote
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  9. Make the list alphabetized

    A company
    B company

    2 votes
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  10. Save emails to a contact from device

    The ability to respond to emails from the device and have them save to maximizer is essential. Otherwise having to go to full web version to log emails is a cumbersome work around.
    Thanks for asking.

    5 votes
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  11. Add data

    May I sugget bringing the app in line with the mobile site by allowing users to add new data such as leads and contacts

    6 votes
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    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create an OCR/Card Scanning feature built into Maximizer Mobile Access/App

    Create an OCR/Card Scanning feature built into the Mobile App,
    so that sales teams going to events/exhibitions/meetings can easily and quickly upload leads into Maximizer, taking away the faff of importing which can slow things down or doesn't get done.

    4 votes
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  13. Reply to mobile email

    Currently you can only view saved emails in the mobile client. I suggest adding the ability to reply or forward emails as well.

    4 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Improve creating a case on the mobile access

    When you create a case through the mobile access, you need 3 screens to complete the creation of a case. First a screen with the description. Then the screen with Products and Categories and other keyfields. For the Products and Categories you have to select a modify option on the menu button. E.g. you show the Description, Status, Products and Categories on the first screen. You can select a product through a dropdown (instead of a menu option). Second screen all the Keyfields. Users do not create a case through mobile access because of the many steps to take when…

    2 votes
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  15. Maximizer Mobile - Create Mobile Forms

    Create a new function in Maximizer Mobile - Create Forms. Forms are being used more and more these days being Google Forms and other Mobile apps. I think this would open up a great new feature for Maximizer Mobile and it would be great if it's also accessible via Maximizer Web. Creating a new Icon in Max Mobile called Forms. With this you can create forms with existing UDFs in Maximizer or create new ones. We have received a few requests for service techs in the field to be able to create a service tickets and capture signatures for the…

    4 votes
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  16. Edit the note properties (Date and Time) in the MobileAccess

    On creating a note in MobileAccess, users cannot change the note date and time, even when the user has the privilege of changing the note properties in the webaccess.

    A lot of user's use time and date to show the date of visits or other contacts with customers.

    8 votes
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  17. add ring central

    ad ring central as a partner

    3 votes
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  18. Moblie Voice Recordings

    The ability to upload voice recordings from your mobile phone

    3 votes
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  19. Maximizer Mobile app - multiple currencies

    It seems in the opportunity preview on the CRM 2018 mobile app, the currency is ALWAYS in Dollars. We use ZAR (South African Rand) but it doesn't update in the mobile application. Please update Maximizer, so this is corrected.
    Only when you open the opportunity in Maximizer mobile does it show the correct currency you are working in. This is a system glitch that needs to be fixed.

    14 votes
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  20. Show contact photo on mobile version.

    Show contact photo on mobile version.

    4 votes
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Feature Suggestions for Maximizer Mobile (Native)

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