Feature Suggestions for Maximizer Mobile (Native)
68 results found
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Add the ability to send html email from mobile access
Currently when composing email in Mobile Access it composes the messages in plain text. This plays havoc with HTML email signatures.
4 votes2022r1 will allow for html/rtf formatting on the email
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auto uplaod
be able to put the data in while out in the field with auto upload once in wifi area. security breach min. only possible loss would be the info put in before the upload since that would be only loss could back track to reattain the info
1 vote -
Save Emails to Maximizer using your mobile devices.
The idea is to receive emails from client directly in your mobile and be able to sync with maximizer email record. This way there is less time to go to outlook and sync the emails/replies/forwards individually.
6 votesthe ability to send emails from maximizer on the mobile and save them will be available with 2022r1. receiving them will not be
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Note Templates
Since documents cannot be uploaded from mobile, having Note Templates will assist in allowing users who use mobile access provide feedback on calls or services they have provided clients without having to come to the office. The template will provide a format for the feedback and reduce the amount of typing the user needs to do. These should be selectable in all access methods.
4 votesdocuments can be uploaded from the phone, as well as the speech to txt feature of the phone helps with the typing aspect
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default address book in mobile access
Please add the possibility to define the default address book that is used in the MaximizerMobileAccess similiar to the MaximizerWebAccess.
In the IIS we can define the DefaultAddressBook and also the AddressBook in the application settings of the MaximizerWebAccess.
This is not possible for the MaximizerMobileAccess. Please add this function.1 votethe native app does go against web servers, as the old mobile access did.
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hello, it would be very helpful to be able to bring up more then 200 entries in my search on my mobile maximizer. I can on my laptop version
very simple, change the allowable entries to come up on mobile maximizer to 500 instead of 200.
thanks
2 votes -
Make it easier
Make it easier to get onto the url for Web Access and CRM Live in the mobile browser, or provide better instructions for Adding to various devices
3 votesno work is being done on mobile web access. all efforts are focused on the native app
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Include Maximizer alarm integration on smartphones
...or provide the ability to send email reminders for tasks.
10 votesonce we have determined a 'notification server' strategy, we'll revisit this
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Saving emails to cases
When out on the road, it would be extremely useful to have the option to save emails to cases from a mobile to keep everyone up to date with the information. Currently I have to wait until I am back with my laptop to save the email via the Outlook Web Access toolbar.
12 votes -
MaxMobile Support for BlackBerry Z10 & Q10 vs Maximizer Mobile Access
In testing Maximizer CRM 12 Summer 2013 CTP, I asked if there was support for BlackBerry OS 10 (https://getsatisfaction.com/maximizerctp/topics/maxmobile_for_blackberry_os_10).
The answer back was that support for BB OS10 was not planned and the suggestion made was to use Maximizer Mobile Access instead.
In order to completely replace MaxMobile for the BlackBerry, there are at least three very deficient areas in Maximizer Mobile Access that [b]must[/b] be improved:
- You can only see 1.5 client records at a time after a search for clients with a small screen like a BlackBerry. MaxMobile gives 5 or 6 client records on each…
7 votesBlackberry will receive whatever Android OS systems support
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Add ability to email notes from MobileAccess
Please add a button that provides the possibility to email a note to somebody. It's possible in the Windows Client via the Print-Dialogue but there is no way to do this on the MobileAccess.
Thanks
2 votes -
Ability to Modify Document (Email) Properties in Mobile Access
When you send an email in Mobile Access, you do not get the option to modify the Document Name (it automatically uses the subject line of the email), add a Document Description, assign a Category, or change the Owner (it defaults to Public)
This is the same with the Web Access (see http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2803111-when-emailing-from-maximizer-allow-the-user-to-ins) but at least you can modify the Properties of the Document afterwards.
In the Documents window in Mobile Access, the only option you get is to Open or Delete the Document - you cannot modify the Properties. This is a problem if remote users need to…
10 votesno work is being on mobile access, look to the mobile app for this feature
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- Add the ability to email from a customer service file using the Mobile version of Maximizer.
Add the ability to email from a customer service file using the Mobile version of Maximizer.
2 votes2022r1 will allow for emailing
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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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Calendar views should have optional views on all mobile apps including blackberr and ipad for 7 days options , ,weekly views and monthly.
All mobile application should have optional views like desk top. this was across the board with Max Mibile light Versions 10 and 10..5
2 votes -
Ability to send a mass mobile text message to individuals and contacts
In the environment that I work in, some users would like to be able to search for specific criteria and send a text message to mobile customer about promotional information or invitations to events.
9 votesmass texting is not on the roadmap at this time
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When will we see an update for Windows 8
I have a Windows 8 laptop and windows 8 tablet. My Maximizer Enterprise 12 is locking up on my laptop whether I run the application in Win7 mode or under administrator (which I am already). It ran along side Outlook 2013 preview for a couple of weeks with only the odd crash of either product. Once I upgraded to the full Office 2013, the problems started.. I run Maximizerwebaccess on the tablet.
Come on Maximizer developers, lets get with this. This is the future.2 votes -
Saved Searches (Search Catalogs) don't Prompt for Values in Mobile Access
If you create a Search Catalog with the option to "Prompt for Values" in the Windows/Web Access, then retrieve this Saved Search in the Mobile Access, it doesn't Prompt for Values - it just retrieves the search with the values you created it with, which is not ideal.
20 votesWork on mobile access is no longer a part of our strategy. Prompt for value searches will not be supported within the mobile app at this time
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Find time when adding an appointment should allow direct choice of times
Just seeing what times are available and trying to remember them and pick a suitable duration is too complex. Also move the button for this closer to the date/time selection area.
3 votes -
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
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