Feature Suggestions for Maximizer Mobile (Native)
29 results found
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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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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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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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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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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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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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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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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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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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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 -
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 -
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 -
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 -
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 -
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
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