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Ian Wallace - CABC

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20 results found

  1. create single user opportunities permission

    8 votes
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    Declined  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Ian Wallace - CABC shared this idea  · 

  2. The ability to assign more than one user to a single hotlist task

    52 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Task Management  ·  Admin →
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    Ian Wallace - CABC supported this idea  · 

  3. More detail about documents in the document tab

    22 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Ian Wallace - CABC shared this idea  · 

  4. Integration with phone system (VoIP/others)

    143 votes
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    30 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Please note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.

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    Ian Wallace - CABC commented  · 

    At CABC now have a inbound integration available for Maximizer 12 and CRM 2015 web editions that currently works with 3CX. We are interested in making this work with other phone systems subject to demand.

    Please have a look at this link and your are welcome to contact CABC we will be further developing this integration in future http://youtu.be/iNJP33KJLSM

    Your can find out more here http://www.cabc.co.uk/3cx.htm and here
    http://www.cabc.co.uk/pdfs/Communicator Inbound.pdf

    Ian Wallace - CABC supported this idea  · 

  5. An integration module for 3CX (Unified Communications)

    16 votes
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    6 comments  ·  Feature Suggestions for Maximizer CRM » Others  ·  Admin →
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    Ian Wallace - CABC commented  · 

    We have a solution! CABC are a certified 3CX and Certified Maximizer Partner. We have a 3CX inbound integration available for Maximizer 12 and CRM 2015 web editions.

    Please have a look at this link and your are welcome to contact CABC we will be further developing this integration in future http://youtu.be/iNJP33KJLSM

    Your can find out more here http://www.cabc.co.uk/3cx.htm and here http://www.cabc.co.uk/pdfs/Communicator Inbound.pdf

  6. Confidence Rating improvement

    47 votes
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    5 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Ian Wallace - CABC commented  · 

    This area does have scope for improvement. The mathematics of probability is usually multiplication not addition. A 50% chance the customer will actually buy something and a 50% chance they will buy from me is a 25% forecasting probability and not 50% + 50% =100%. Maximizer likes to add up probabilities in strategies when they are better multiplied. 90% fit of the product and 10% score for relationship is better represented as a 9% deal probability!

    Stage and Confidence weights should also be multiplied.

    waiting for the purchase decision stage (90%) Confidence very low (10%) = Forecast probability 9%

    waiting for the purchase decision stage (90%) Confidence very High (90%) = Forecast probability 81%

  7. Excel Add-In

    64 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Ian Wallace - CABC commented  · 

    This is an update on our Excel Integration for Maximizer which has now been transformed into a complete web enabled toolbar for Microsoft Excel.

    Take any Excel workbook (2007,2010,2013) add merge fields, uniquely number the document , save values back to Maximizer, save the Excel to Maximizer.

    Our new integration works with AddressBook records , Opportunities and Cases. The system can be deployed with Maximizer 12 (Group or Enterprise) and Maximizer CRM 2015.

    For a quick preview take just 2 minutes to view this video of the creation of a quotation for a customer at Escona using the integration. More details to follow!

    http://youtu.be/dAuMshpYGSg

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    Ian Wallace - CABC commented  · 

    Mike a web integrated version of our add-in for Maximizer is on our development plan. If you wish to influence its development perhaps you might like to have a chat with me about what you need it to be capable of ? please contact me at CABC

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    Ian Wallace - CABC commented  · 

    Please see http://www.maximizer.uk.com/add-ons/ExcelQuotation.htm

    Where our new 3rd Party solution is available.

  8. Document Details

    15 votes
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    Under review  ·  2 comments  ·  Feature Suggestions for Maximizer CRM » Document Management  ·  Admin →
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    Ian Wallace - CABC commented  · 

    We have developed a windows service that in the background adds details to the Category field of who and email was from and to: Ideally this should be visible in its own columns too. This make understand a series of email on the same subject much easier.

    Ian Wallace - CABC shared this idea  · 

  9. Ability to access alternate email address if contact has multiple emails

    143 votes
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    6 comments  ·  Feature Suggestions for Maximizer CRM » Email  ·  Admin →
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    Ian Wallace - CABC supported this idea  · 
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    Ian Wallace - CABC commented  · 

    I am now increasingly seeing clients that want to be able to use these addresses in the campaign manager too.

  10. Date UDF issue with "Include in Hotlist" attribute

    49 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Ian Wallace - CABC commented  · 

    I agree with David. I generally teach - "Never EVER use a hotlist active date UDF".

    This is an old Chestnut. I have had to 'rescue' a number of users from the unintended consequences of recurring hotlist active date UDFs! This option should at least ask if you really, really want this!

    In my experience, users fall foul of this feature not doing what they expect quite often when they create fields for "Company Year End" and "Birthday" just to name a couple of examples.

    I suggest that you should be able to specify when setting up the field who gets the task:

    The person filling the field on the record (contact etc)
    or a specific user. (from a user list drop down)

    Ian Wallace - CABC supported this idea  · 

  11. MaxMobile Support for BlackBerry Z10 & Q10 vs Maximizer Mobile Access

    7 votes

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    3 comments  ·  Feature Suggestions for Maximizer Mobile (Native)  ·  Admin →
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    Ian Wallace - CABC commented  · 

    Maximizer Mobile Access does not integrate into the BB menus the way MaxMobile does. For example, this allows you to save an email directly from the BB messages and perform similar functions outside of the main maximizer application and in only the context of the phone applications. It also does not integrate with calls events and mesaging events to help automate note creation.

    This level of integration with the phone is what makes MaxMobile so great, Can anything be done to try to achieve this across all phone platforms within Maximizer Mobile Access? I think maybe we need something like the web-outlook addin- a phone specific integration you download that enables these features in the phone but in the back-end is really talking directly to the Maximizer Webservice on the server. This approach would minimise the phone specific code needed while maximizing the overall functionallity.

  12. Improve Column Setups

    149 votes
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    11 comments  ·  Feature Suggestions for Maximizer CRM » Usability - User Experience  ·  Admin →
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    Under review  ·  Maximizer Admin responded

    Over recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.

    We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.

    Ian Wallace - CABC supported this idea  · 
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    Ian Wallace - CABC commented  · 

    Almost every time I teach column set-ups the users expect that there will be some sort of 'auto-width' setting feature similar to that in Excel. Either as a feature in set-up or when on screen in use. Some enhancements here would be apreciated by users.

  13. Ability to modify built-in email templates

    32 votes
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    2 comments  ·  Feature Suggestions for Maximizer CRM » Integration with other Applications  ·  Admin →
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    Ian Wallace - CABC supported this idea  · 

  14. Campaign tracking codes - for non-techie users

    36 votes
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    1 comment  ·  Feature Suggestions for Maximizer CRM » Marketing Campaigns  ·  Admin →
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    Ian Wallace - CABC supported this idea  · 

  15. Opportunity Reassignment and Opportunities without a Company Assigned

    38 votes
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    Under review  ·  3 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Ian Wallace - CABC shared this idea  · 

  16. Printing Notes with HTML layout

    30 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Ian Wallace - CABC shared this idea  · 

  17. Increase Maximum Upload sizes in the Web Client

    42 votes
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    4 comments  ·  Feature Suggestions for Maximizer CRM » Web Access  ·  Admin →
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    Ian Wallace - CABC shared this idea  · 

  18. Related Entries Description in Column setups

    15 votes
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    0 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Ian Wallace - CABC shared this idea  · 

  19. Support "Friendly" Company Names

    97 votes
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    Under review  ·  8 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Ian Wallace - CABC commented  · 

    I have frequently been asked for this feature by users, often better use of existing wildcard searching options will help.

    I would suggest that this needs to be a separate field to solve the problem properly. This has the benefit that you could probably support multiple friendly names per account which I suspect may be the next request if this is improved.

    The full company name field should always be what you would print on a letter and should not include the friendly name.

    If the field was a long enough text field then a list could be entered, "IBM,Big Blue,I.B.M." and maximizer could simply wildcard your search term into this. To be more sophistaicated you would need a friendly name table to support multiple records per account properly and then seaching *Blue would work correctly too.

    Searching company name could automatically include the friendly name field.
    Ideally the search form should ask if you want to use 'include nicknames' - default to yes - remember last setting or as a pref.

    Should you be able to add the new field to Views?

    Ian Wallace - CABC supported this idea  · 

  20. Hide Inactive Contacts

    154 votes
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    17 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Admin →
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    Ian Wallace - CABC supported this idea  · 
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    Ian Wallace - CABC commented  · 

    Idealliy there should also be and "include hidden contacts" on all search forms. (defaults to Off)

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