Feature Suggestions for Maximizer Mobile (Native)
68 results found
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iphone handling of alpha UDF's needs improving
If there is a text udf field with more than 36 characters with an iPhone you can't edit any further than the 36 characters.
Tap to bring up key board then hold to mark where the edit to take place. Drag to right and curser won't go past the box edge and the text won't scroll to the left. This was a problem on the old version and no change on the latest v2017R2.5 votesis this still an issue with the native application?
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Retrieval of Companies with Contacts underneath each company, even if the company name is the same.
When retrieving companies and contacts, Maximizer used to retrieve the contacts directly under the company, and then the next company would have it's contacts directly under it. Now, it retrieves the companies and the contacts beneath all the companies. We have many companies with the same name but different branches / divisions. This retrieval is vital to many of our requirements. Even if you try and sort on ID no, it does now always put the company first and then the contacts. When opening the mobile app for the first time, that setting retrieves the companies and then the contacts…
2 votesupvote this if this is needed
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Hollidays like Christmas are not visible in the Mobile Access
When you check your calendar in the MobileAccess., you do not see the special hollidays like Good Friday or Christmas.
3 votes -
Auto Download into Max all communications between client and staff Mobile Device.
So texting is the major form of communication between our clients and our staff. They send and receive confidential information over each of their mobile devices. Maximizer can develop a secure ID and PW for those 2 devices to communicate. Then each person has to set there own "MAX TEXT COMMS. SECURE" set up. Each will agree to Terms. Each will receive a secure verification email to confirm this set up. Then every time their is a text comm. between those 2 devices it automatically is entered into that Clients "Notes(including the image that was sent if applicable).
3 votesdeclined for now.... this is a major challenge with privacy policies of Apple and Google (more specifically apple)
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Allow Column Displays in Mobile Access in Phone Mode
Currently with Mobile Access you need to select between Phone and Tablet modes.
- Phone mode gives you dialing capabilities from within Maximizer but no column view
- Tablet mode allows you to see the column view but no dial outMy suggestion would be to limit the parameters as follows:
- Phone mode allows you to dial out from your device (WiFi / Cell depending on availability on given device)
- Tablet mode toggles the column views regardless if it is a phone or tablet13 votesWork on mobile access is no longer a part of our strategy. allowing for column setups to be displayed in the mobile app is not not available at this time.
Within the app, we do allow for you to select up 5 additional fields to be displayed within the lists of the main modules
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"Comapny Announcements" page in Max Mobile
The people on the road using mobile need to see the Company Announcements more than those here at the office on a desktop.
3 votesif this is still of interest to people, create a new idea and lets give it some traction
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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 votesthere is a lot here in this idea...
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Android native email connector
We need a way to be able to create an opportunity from withing native android email the same way as office365 web version (outlook is useless on android if you can't flag an email as complete)
+1 for the idea of Creating a native mobile app for Android too.1 votelooking at integrations with other apps on the mobile. upvote this if required
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Quick Access search description too long. Search details not visible on mobile interface.
Quick Access search description too long. Search details not visible on mobile interface. Suggest removing the following search prefix "Retrieve Saved Search - Address Book".
4 votes -
Show all addresses in the Mobile Access
Hi, We have customers who have set up multiple addresses per company. E.g. Visiting address, P.O. Box etc. In Mobile access only the selected address is listed. For mobile access mostly you go to the Visiting address. In Webaccess you will just use the PO Box address to merge to a document. So this is a huge conflict in use of the Mobile users and the users that want to use the addresses for Merges with MS WORD. My idea is to have an option to show each address in the Mobile Access, Users should each set it for themselves…
7 votesthe way addresses are stored may make this feature request... messy.
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Mobile Access to have a Preference for whether to show blank keyfield UDF's or not
Often it would be of benefit to have all UDF's in a Keyfield setup showing, whether they are empty or not. Sure the option exists each time to hit the button to show the empty ones, but why not make it a Preference to take away the effort every time
2 votes -
Change the customization Resource_ID FLD_ABOOK_ADDR to multiple customization ID's
My request is to split the FLDABOOKADDR Resource_ID in multiple Resource ID's. When I customize this ID to a different value, Address line 1 and 2 will both be changed in the Mobile Access. The 1: and 2: that are displayed in the Mobile Access are not a part of the Resource ID. So we can't even change that part.
In the webaccess you can seperately customize the Address line 1 and 2. so this should be the same as the mobile access customization.3 votes -
Add a conflict check for booking a resource via mobile
We've encountered 'double booking' in a boardroom on 2 occasions now in the past few weeks because there is no conflict checking for a resource. For example if I set a meeting on my phone, and book a resource (boardroom) it will allow me to do so even though another user may already have the boardroom booked. We need a conflict check. Better still would be to have the option of seeing the resource in your calendar via your phone same as you do on your desktop/laptop.
1 voteupvote this if there is a need for you
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Update the search by label
The mobile access opportunities search basic fields label Company should read Company/Individual. The search works for either.
1 voteno work is being on mobile access
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Maximizer Mobile Access UDF's - folders not available and UDF's do not follow the order set in Maximizer CRM Administrator
Maximizer Mobile Access is a significant improvement on its predecessors. However, there is a major inconvenience: after opening up a client or contact record, the UDF folders that we have spent time creating according to our particular requirements are not there. To make matters worse, the UDF's themselves appear in alpha order! All of the time spent deciding what order UDF's should be in to maximize user performance is out the window!
I don't want to go back to the pre Max 8 days and start putting 001 in front of the most Important UDF, 002 in front of the…
13 votesWork on mobile access is no longer a part of our strategy.
UDF's keep there order in the keyfield groups on displaying of the record
Adding UDF's to a search are sorted alphabetically
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MaxMobile Voice Search
Voice search for Companies / Contacts (full name) in MaxMobile. Bing and Google apps take advantage of the voice command features on mobile phones and submit the text to their search engines. Can voice be captured, converted to text and sent through the MaxMobile webservice to search on names?
9 votesdeclined for now. please upvote and comment if this is something to consider again....
Hey Google, show me my contact Billy Buyer in Maximizer...
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Email a link that takes a user directly to a record
Our sales people are always on the road and when a client calls, we send an email to the sales person for them to call the client. To do so, we either have to send them the name and phone number or they have to try and do a search in Maxmobile. It would be so much easier if you could send them a link that would take them directly to the clients record so they have easier access to all the clients information instead of having to try and do a search and hope you recall how to spell…
4 voteswill have to check into this one to see if we can launch the app with a record key.
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Phone extension don't work in mobile application I have to enter ext with main number like this 905-436-7869;1123. The ; means wait.
Phone extension don't work in mobile application I have to enter ext with main number like this 905-436-7869;1123. The ; means wait. If the Maximizer developers use smart phones I can't believe you haven't experienced this problem on the go.....
2 votes -
1 vote
upvote this idea if you need to mass email from the phone
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It would be great if the timer was available in Mobile Access
By having the timer available in Mobile Access then site visits etc could be timed & appear as Timed Notes against the AB entry which allows use of the Note Report for billing support purposes
4 votesupvote this one if its something you guys want
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