Feature Suggestions for Maximizer Mobile (Native)
68 results found
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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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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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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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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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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 -
Maximizer App - Push Notifications
It would be good to have notifications come through on the mobile app and show a brief preview of task/appointment without having to log in and check the app all the time. Handy if somebody is on the road and have multiple appointments or tasks that day, a quick reminder can help people keep on schedule.
3 votesneed to look into a notification/event server to coordinate with the mobile stores so that user are not inundated with repeat notifications and lose there purpose and appeal
upvote this to get traction
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Dashboards
Allow dashboards on mobile
Also redesign the archaic weird design of the dashboards which make it impossible for consistent sizing.3 votesinsights is available on the app
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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 -
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 -
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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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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"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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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 -
3 votes
2022r1 will allow for this
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Manage time zones better on MaxMobile
Include an option in MaxMobile to retain the current appointments based on the originating BlackBerry time zone instead of automatically adjusting them when you allow BlackBerry to adjust its time zone.
3 votes -
Maximizer App to allow calling from other phone apps
We utilize a VOIP office phone system called 3CX. This system has an app on our iPhones and we are able to call from it and it reads on the call display to the person that is receiving the call as if we are calling from our office phone number.
If we are in the Maximizer app, inside a client record and click the phone number hyperlink, it gives 2 options “Call with Phone” or “Send a text message”.
When I click call from phone it defaults to call from my cell phone number using the default iPhone calling app.
…
2 votes -
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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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 -
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 -
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
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