Skip to content

Jin Yu

← Customer Feedback for Maximizer CRM

My feedback

21 results found

  1. Automatic selection of "key fields" dropdown depending on a user defined field

    25 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Thank you for the suggestion. We have heard similar requests that link Key Fields with opportunity stages.

  2. Address book - auto search discontinued in April 21, 2021 upgrade. WHY?

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Hi Chad:

    Thank you for reporting this issue. The function hasn’t been discontinued. It is still in the product. You can type and find the matching entries in the list. The issue is that now you need to click the column header to sort the column first. After that, the type ahead will work. We are looking into fixing this issue now. The other way that may help you is to use the Quick Search field in the header bar. It allows you to quickly find the entries even they are not in your current
    list.

  3. Notes under Custom Tab do not have option to show all notes

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Customizations - Labels, Icons, Display  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Thank you for the suggestion. This is under consideration for a future release.

  4. Contacts to automatically inherit UDFs from Company/Individual

    117 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    23 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Under review  ·  Maximizer Admin responded

    Could you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.

    An error occurred while saving the comment
    Jin Yu commented  · 

    Hi Kelsey:

    I was wondering why you would like to copy "Customer Number" to every contact. Is it because you need to use this number to search contacts or need to merge it into emails when sending emails to contacts? Thank you

    An error occurred while saving the comment
    Jin Yu commented  · 

    Thank you for the suggestions. There are three requests in the thread. I have included the use case for each request. Please review if the description is correct or not.

    1. Allow merging company level fields into a document or an email that merges on contacts
    Use case:
    When I merge a document on contacts, I would like to merge the company level fields (e.g. Account Manager) into the document.

    2. Automatically populate the contact level UDF when the company level field has been updated
    Use case:
    When a company level UDF has been updated (e.g. a new item has been added into a table field), I would like the new item to be selected in all contacts automatically so I don’t need to open each contact and select the new item.

    3. The old Windows Access function – When creating a new contact for a company, provide an option to copy the field values from parent company to the contact. The option is per company base. It only applies to the company where the option has been turned on.

    I was wondering if I can clarify the use cases for this feature.
    Use case 1:
    When creating a new contact, you would like to copy the value from the parent company to the contact so you can easily edit the values in the contact. (E.g. copy the values from the parent company and uncheck a few items that don’t apply to the contact)

    Use case 2:
    Because the company level fields cannot be displayed in a Key Field list for contacts, I would like to copy the values from the company level fields to contact fields. So I can see the company information when viewing the Key Fields for contacts.

    Which use case are you looking for?

    Thanks

  5. Preference for Date Format in Maximizer Web Access

    97 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    in progress  ·  14 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    The support of long and short date format will be available in the upcoming Maximizer CRM 2020 R2 release. The release will be available to CRM Live customers in mid-October.

  6. Default entry management in web access

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Hi Jon:

    Setting up default note and default document for other users is not supported yet. We will consider this in future release.

    We will investigate the issue about the second issue.

    Thanks

  7. Make the Leads section useful.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Thank you for your feedback. Since we introduced the Leads module, we have been improving the functions in this module. We have added the support of user-defined fields, customizable Industry and Lead Source fields, custom lead qualification process etc. You can also create column view to display basic fields and user-defined fields. This will help you to identify which leads you should follow up.

    For notes and documents, you should be able to create notes and insert document into a lead. You can also save emails to leads from Outlook add-in.

    Regarding to create a lead for an existing contact, this is an interesting idea. We have some design ideas already.

    For transferring documents and notes from leads to opportunities, we have received the same request from other users. We are currently evaluating the request.

  8. Automatically position cursor at 'Company Name' or 'Mr/Mrs' when creating new record

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    We will place the cursor into the first field in the dialog automatically. For now, you can press Tab key to place the cursor into the first field.

  9. Enable keyboard-entry date and time shortcuts

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Thank you for your suggestion. We have started to address the keyboard access issue. In the previous releases, we have introduced keyboard shortcuts to go to modules. You can use keyboard shortcuts to save or cancel in dialogs. In the upcoming 2020 release, you can use keys to access UI element in header bar. We will continue putting efforts to support more keyboard shortcuts in future release. Your suggestions will be considered. Thanks

  10. Leads system fields

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Hi Curtis:

    Can you elaborate on this? Which system fields for leads that cannot be added into the column view?

    Thanks

  11. Date entry

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Thanks Jon for the suggestion. Usability and accessibility are important for our product moving forward. We have started looking into these issues.

  12. Sales Team Enabled Flag

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    We have started to consider hiding the objects that are not needed anymore. For example, if you have a process that you don't use anymore, you can hide it. This way the users won't see it in UI but you still have the historic data for reporting.

  13. To assist Users in complying with CASL., the "Opt-in email type" field should be an available field for Global Edit and Importing

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Currently, global editing or import "opt-in email type" is not supported in the product. It is in our backlog for considering.

  14. Include udf in appointment desciption

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    This is an interesting idea. Instead of including UDF in description, how about allowing the admin user to specify some UDFs in appointment dialog. For example, in the appointment dialog, you add Last Review Date, Next Review Date and some other fields you can check off. After you finish the meeting, you can set the Last Review Date to today's date, and set the Next Review Date to a date 3 month later. You can also check off what you have discussed with client. This way, you don't need to go back to the Address Book entry to update those data after completing a meeting.

  15. CSV Import

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    - Opportunity stage and status are available in Global Edit. Status field is available in Import.
    - Import for cases will come in next release.

  16. Global Edit shortfalls

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Opportunity stage and status are already available in Global Edit. Status field is available in Import Manager, but stage is not.

  17. Outlook integration. When you save an email to Maximizer with the Outlook integration plugin

    81 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Thank Jon for the suggestion. Uncheck All and Check All buttons have been implemented. They will be available in next release.

  18. Custom Tab to allow inclusion of Opportunities and/or Customer Service Cases

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    7 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    For the opportunity and case widgets, would you like to see the details of the opportunities / cases like the following tabs or summary information such as total opportunities, how many of them are won or in progress, total revenue etc.

    An error occurred while saving the comment
    Jin Yu commented  · 

    The widget for showing or adding documents will be available in next release. Editing key fields will come later. Currently, we have multiple places to show notes and documents, including Notes and Documents following tab, History tab and Notes and Documents widget. Which place would you prefer to view and work with notes and documents? Would you prefer separate them like Notes and Documents widget or a single place like History where you can see everything?

  19. Loss of column setup option in contact / company search dialogs. Can this be added back?

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Feature Suggestions for Maximizer CRM » Maximizer CRM Live  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    This function will be added back in next release, Maximizer CRM 2019 R3, scheduled in spring this year.

  20. Outlook integration for Leads

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jin Yu commented  · 

    Outlook integration supporting saving emails to leads has been implemented in Maximizer CRM 2019 R2 release. You can also create a new lead based on an Outlook email. R2 release is only available to CRM Live customers. On premise customers will get these functions in R3 release which will come sprint 2019.

← Previous 1

Feedback and Knowledge Base

(thinking…)