Feature Suggestions for Maximizer Mobile (Native)
65 results found
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mobile app Custom View for CS cases
Ability to customize vie win mobile app, customer service case view
1 votethe keyfield groupings allow for this... or are you asking for something different?
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Auto logging of phone calls from Mobile App
When using the Maximizer app from smart phone to dial a number, create a note logging the phone call for that contact.
2 votesthe call log/summary feature is in the app and automatically displays upon returning to the app after initiating a phone call
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Leads
Ability to add a Lead. Seems strange that you can add an opportunity but not a lead...
1 voteThe ability to create/update/convert leads is available with the 2020R1 release
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Complete appointments
Provide the ability to left swipe to complete activities in the mobile app similar to mobile access
1 votethe swipe to complete was introduced in Version 2.5.0 (released 8/27/2019) with API v2.15 (R4)
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Automatically update end time based on starte time of appointment on mobile
When you create an appointment on Mobile, end date should automatically update instead of heaving to manually change it.
We can specify default appointment length in our settings but when you create an appointment using your phone, you have to enter both start and end dates Why would it not adjust the end date to match the start date?, instead of giving you an error that "end date must be after start date". I don't imagine there are nearly as many appointments created that span multiple days compared to same day appointments.
1 vote -
Search by street name
Being able to search by street name, or portion thereof, would be helpful on the mobile app. You may not remember the person, but we know streets and need to be able to search by that.
1 vote -
Completed appointments
Completed appointments only reflect their completed status in the Today view or when viewing the appointment. The completed status is noted with a line through the appointment. This same status show appear in all views.
1 votehotlist view does strikeout the appointment
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Enable editing
I would love to be able to edit a name address or phone number
1 votethe latest release introduced the create/edit of address book entries.
currently add/edit is available for
1. Address Book
2. Opportunities
3. Calendar
4. Notes -
Opportunity Search Functionality in Mobile Application
Opportunity Search Functionality should have select 'All' options fo the category of fields for which choices are provided. Presently we can select one or more choices for field but not all. If a particular field is not correctly filled in the database, the selections done produces undesired results. If there is a 'All' similar to what we have in the hot list search it will help at least produce all the Opportunities.
Secondly, searching opportunities by name etc does not produce results expected. Please test this out. There is definitely something issue with the search functionality in the opportunities module…
1 voteyou now have the capability to search across all opportunities regardless of process
searching on any word for any field in an opp is still a work in progress
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Key Field List in Mobile Application
Key Fields Lists created for Contacts and Households using the web access don't show up as options in the dropdown of the Mobile Application view. Is this application not in sync with the application used in the Web Access?
3 votesno work is being done on mobile web access.
the native app does show the keyfield grouping for the record its viewing.
at this time the starred records do match the same key field groups -
Maximizer Mobile Application now Available
Many people seem to be unaware that a Maximizer Mobile app is now available. I am running it on my Android, it's called "Maximizer for Sales"... It can connect up to both Maximizer CRM Live and Maximizer CRM On-Premise.
It seems to get new features every couple of months!
HTH,
John
1 voteadd/edit of address book entries, opportunities, calendar events, and notes are all available in the app
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How come I cannot add to my calendar app
I cannot modify my calendar from the app or add to it . Please assist
2 votesyou are able to add/edit your calendar events with 2019R3 and later
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add Leads module to mobile app
I use Maximizer on the road and want to update the 'prospect' list immediately after a call rather than in the hotel at night. It's easier to use the iPad in the car rather than the laptop. But mobile app does not include the Leads module. Please amend this as a priority
2 votesleads are available in the app
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mobile outgoing
Calls made through the mobile access should be registered as an Outgoing call and should be visible in the Incoming and Outgoing report. Now only the calls made through the "Make a call" option are visible in the Incoming and Outgoing report.
4 votesthe call log/summary has been implemented and will automatically show up upon returning to the app after initiating a phone call. you also able to record a call interaction manually for those incoming calls
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Make the list alphabetized
A company
B company2 votessorting options are now provided for lists
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Add data
May I sugget bringing the app in line with the mobile site by allowing users to add new data such as leads and contacts
7 votes -
4 votes
done
2019R4 – opportunities
2019R5 – Ab entries -
6 votes
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Create an OCR/Card Scanning feature built into Maximizer Mobile Access/App
Create an OCR/Card Scanning feature built into the Mobile App,
so that sales teams going to events/exhibitions/meetings can easily and quickly upload leads into Maximizer, taking away the faff of importing which can slow things down or doesn't get done.5 votesin Maximizer 2020-R1 the mobile app has the ability to import from the phone. 3rd party apps such as Google Photos or Microsoft Lens have the capability to add contacts from a picture of a business card.
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Improve creating a case on the mobile access
When you create a case through the mobile access, you need 3 screens to complete the creation of a case. First a screen with the description. Then the screen with Products and Categories and other keyfields. For the Products and Categories you have to select a modify option on the menu button. E.g. you show the Description, Status, Products and Categories on the first screen. You can select a product through a dropdown (instead of a menu option). Second screen all the Keyfields. Users do not create a case through mobile access because of the many steps to take when…
2 votesthere is no work being done on mobile access. please look to the mobile app
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