AdminMaximizer (Product Management, Maximizer CRM)

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  1. Access company library in mobile app

    1 vote
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    1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Great suggestion! as soon as the mobile app is able to access the document library through the API, we'll get that to you.

    Having the ability to access your content (pricing sheets, brochures, etc) and then send them to your contacts/leads/opportunities while on the road is a necessary function of the business.

    This will be available with document management which is on our roadmap.

    Thanks again for the suggestion

  2. Automatically update end time based on starte time of appointment on mobile

    1 vote
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    1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Hi Jeff, on the latest version of the native mobile app. it does exactly what you ask for.

    are you able to post your version? you can find in the Menu -> Settings -> Build Version

  3. Add data

    7 votes
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    started  ·  2 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    add/edit for AB Entries has been release

    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    add/edit AB entries will be available for 2019R5
    leads are still pending

  4. Completed appointments

    1 vote
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    2 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Hi Curtis, I'm not sure what the 'ask' is?

  5. Search by street name

    1 vote
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    1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Great suggestion!

    Currently, within the app you are able to this.
    in the search bar type (without quotes) "address: main" and this will return everything that has "main" contained within the Addr1, Addr2, City, State, Zip fields.

    we are looking to better incorporate that "address" hint into the application so that you don't have to type it.

  6. Option to import an Apple Contact Info into Maximizer Contact

    1 vote
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    definitely has been considered, it is on the roadmap. i couldn't agree with you more. the contacts that you are actively dealing with will be on the phone and should be in the CRM (and vice versa)

  7. Issues with Search functionality of opportunities or accounts in Mobile Application!

    1 vote
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    1 comment  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    we will be adding the opportunity process option as a filterable item within the searches. this will make it more clear...
    the ability to save searches back to the web client is planned later when the API supports that. we will allow searches created in the web client to be executed on the phone soon

  8. Maximizer Mobile Access UDF's - folders not available and UDF's do not follow the order set in Maximizer CRM Administrator

    13 votes
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    3 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    the native app keeps the order of the udf's within keyfield groupings

  9. Possibility to remove company name on personal address when contact is linked to a company

    1 vote
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    you can! in the preferences, you are able to configure how you want that area.

    top right area, click the cog wheel to access preferences, click the 'other preferences' button (bottom left) then access the 'Format' tab.
    remove the company merge field.

  10. test add of a suggestion

    0 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) shared this idea  · 

  11. add Leads module to mobile app

    6 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    the native app does have the capability to READ leads, and we are currently working on the add/edit capability.
    - coming soon
    please add suggestions concerning mobile to http://suggestions.maximizer.com/forums/917173-feature-suggestions-for-maximizer-mobile-native

  12. Create an OCR/Card Scanning feature built into Maximizer Mobile Access/App

    5 votes
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    under review  ·  2 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    we have a Zapier integration that will help with that!
    https://www.maximizer.com/features/zapier-crm-integration/

  13. The Search capability needs improvement. When I search for "Jone" I get no results but when I get "Jones" I get what I'm looking for. The

    30 votes
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    6 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    We've heard you! an update to the Quick Search will be coming out shortly. (will also make the font color brighter in there)

  14. Quick Search box text is now very hard to read in v2017

    18 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    We hear you! That update will be coming shortly

  15. I would like icons added back when I'm setting an Appointment

    6 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    click the 'dot' beside the subject

  16. Integrate with Jotform

    24 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Developer APIs  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    With our Zapier integration, you are able to do this today

  17. Alternate addresses very slow to display

    33 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Wow... there has to be a better way to get to those addresses (if needed) 100+ is crazy.

    How is this possible?

  18. Can you make it so we can "click through" to the contact list record from the appointment? This would save a few steps!!

    1 vote
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    1 comment  ·  Feature Suggestions for Maximizer CRM  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    this is done in 2017! on the hover you are able to go to the address book to display all the contact s linked to the appointment

  19. Do Not Solicit By - Enhancement

    55 votes
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    3 comments  ·  Feature Suggestions for Maximizer CRM » Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Agreed. I would think that the recipient would get a screen that shows all the campaigns they subscribed to in order for them to unsubscribe from the ones they want.

  20. Undo option when you Make List Current

    58 votes
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    under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
    AdminMaximizer (Product Management, Maximizer CRM) commented  · 

    Great idea! We will be looking at improving our grid for upcoming releases and this is definitely something to think about.

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