Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
816 results found
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Export auditing
CRM Live 2023.3 got the option to alert users of the mobile app when a user exports more than 500 address book records or opportunities.
The alert on the mobile looks something like "User Bob exported 1000 rows from the address book list"
a couple of questions
- why doesn't it also alert for customer service cases being exported?
- why only alert when more than 500 records are exported? Could this be selectable by the user?In some scenarios more audit level information would be useful, ideally who exported what and when.
A few things could help
- save the…
9 votes -
Search records without open hotlist task
We have a client who maintains action plans on all client records. Mostly the end of the action plan prompts the user to make a new action plan but sometimes in the rush of work that step is missed and the client ends up with no open/future tasks. We could not find a way to search for all clients who have no incomplete tasks. We tried in the hotlist itself but the volume timed it out. We tried in the address book with an Interactions search but this does not discern between completed and incomplete. So, we need a new…
6 votes -
Send one or mass email from Hotlist or Tasks
In the past we were able to mass email directly from the hotlist. Within MaxLive I must move to the address book to email. This breaks up my workflow badly. Please add this feature back to Hotlist and add it to Tasks.
6 votes -
Apply household information to contact view
Allow fields from the household to carry down to the contact level. The same way that a household address applies to all contacts, apply this to UDFs as well.
4 votes -
Create ability to move a task and/or interaction from one contact to a different one
Would like to be able to associate a hotlist task with a different contact - change it from one contact or company to another without having to recreate it.
5 votes -
bulk saving old emails, syncing with Maximizer, when using the new version of Outlook
I am using the new version of Outlook. Maximizer will not allow me to 'bulk save' old emails, I can save emails 1 by 1 per client!!! However, this functionality exists for users who are using the old version of Outlook. I would like the same functionality.
9 votes -
project management
We have used Maximizer for 25-30(?) years to win Sales.
For 20(?) odd years we have managed our deliverables (once we have won the Sale) using Customer Service (CS).
Cust Serv works well but a modified version integrated with the(a) Calendar would produce a Project Management Module.
Every Maximizer Client needs to do something, process a property sale, manage a share portfolio, build a Water Tank (in our case)...?
Those who can afford an ERP might not use Maximizer but the rest of us need a Project/Process Managment program, why not very simply incorporate it into Maximizer? Happy to show…12 votes -
In the New Tasks screen add the ability to edit categories
We should be able to edit the categories in the New Task screen. For example, add persons for the Task to be assigned to. Add options to the Regarding, Category and Result drop down box so we can customize this to our business.
2 votes -
Change an appt to recurring after it is booked
Appts are only allowed to be recurring at the time of booking. If I go in and try to make an appt recurring it is not allowed. The recurring arrow is not available after the appt is created....it should be. Often appts change to needing recurrence after the fact
4 votes -
3 votes
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The ability to change the reoccurrence on a task.
Currently, once a task is made and saved, the reoccurrence section can not be edited.
4 votes -
Tasks - implement UDFs in this module
Currently, if you want to add something custom to tasks (like a Task Reference number) you need to manually write it into the body of the task, or use another field that isn't for the original purpose.
Would it be possible to implement the usage of UDFs in the Tasks module?
4 votes -
outlook integration
Adding the outlook integration tool considerably slows down outlook. Typing lags, program pauses (better than before when it used to crash). but, we are losing significant processing speed and time while working in outlook. If I remove the add in it works just fine, as soon as I add it back in the system slows down/freezes and is the same on several of our office machines so it's not just my computer. We're using the last outlook integration...we uninstalled and re-downloaded whatever was available on Maximizer around Mar13'24
3 votes -
3 votes
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A preview the email before being sent out.
Often times the delivery format is different and when using merged fields they might not be filled out correctly/changed/missing.
3 votes -
please create an integration with Glue.ai - https://glue.ai
Glue is a smarter work chat for people, apps and AI
1 vote -
Print funtion on (new) phone , sms, chat.
When the new timeline fuctions were released for use, I feel that the print function was missed on these items. Specifically the New Phone call , sms, and chat action items. I use this phone call one over the old one as I can set the time. However I am unable to print these notes for compliance when requested.
1 vote -
Remove mandatory contact name and contact record for lead to company conversion
We use the FA version and work in a very niche market. We enter prospective clients into Leads but we use other procedures and processes for tracking and monitoring, so our use of the program is largely to hold very specific information on active clients. The manner in which we tailored the design of the fields we added and how the layout would be structured was based on what we wanted and needed using the flexibility allowed by the program. At some point changes were made to the software which not only reduced flexibility but is now causing problems for…
3 votes -
Leads in Calendar
When creating a new appointment, I feel your leads list should be available along with your contact list. The only way to set an appointment with a lead is to move to the leads module, find the individual and add an appointment. It's extra steps that take more time to complete.
1 vote -
I am in the Financial Planning Industry and for compliance purposes we are required to include all NOTES , EMAILS, Etc. Unfortunately we ar
I am in the Financial Planning Industry and for compliance purposes we are required to include all NOTES , EMAILS, Etc. Unfortunately we are not able to Print to PDF all the INTERACTIONS which include phone calls, emails, etc. I hope that this is going to change as I cannot select thousands of Interactions one by one to provide to compliance. I use the NOTEs to print the log, but it does not contain all the same details (summarized) as the INTERACTIONS.
1 vote
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