Feature Suggestions for Maximizer Mobile (Native)
32 results found
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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 -
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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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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follow-up deadline is approaching
When we get hotlist notifications for CS Cases, it just says "My follow-up deadline is approaching". On mobile access it is not easy to see who this is for, so could the text be changed to say "My follow-up deadline with XXX is approaching".
5 votesgreat idea... will look into it
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mobile notes dialing
In Mobile Access, when we view notes, appointment subject and task activity that contains a phone number or an email, we want this text to allow for automatic dialing/emailing right from the phone. This works in Outlook notes but not some of the Maximizer notes.
4 votes -
Recurring Appointments in MaxMobile and Mobile Access
Enable the ability to create recurring appointments in mobile products.
12 votes -
Disable "remember me" on Web/Mobile Access
Add in a configuration option for Web/Mobile portals to hide the "remember me" checkbox.
One of my clients pointed out that they consider this a security issue, as we shift more towards web and mobile, that they would prefer to not have this option available on their portals at all.
9 votes
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