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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System Logging Notes to follow security group of logged-in user
Currently, when a user creates or updates an appointment, task, opportunity, etc., the logging note created defaults to Public for Full Access. Customers want it changed to follow the Default Entry settings of the user. If the user doesn't specify Full Access for a security group, then default it to Public.
3 votes -
Add Favorite List dialog to default to Default Entry of user
This dialog defaults to logged-in user despite security setup and default entries. Make this dialog follow logged-in users' default entries.
3 votes -
Retain format of phone notes when opened in Notes section
Phone notes appear unformatted when view as a regular Note in the Notes tab. Make the phone note formatting consistent whether viewed in Notes or Interactions
1 vote -
voice command siry
voice command with siry to make calls for instance
1 vote -
carplay
would be nice if integrated with carplay or android auto
1 vote -
s.hunt@pathwaze.org.uk
Currently in a task you can only assign it to one user, but it would be handy to assign the task to a group/team or select multiple users
1 vote -
1 vote
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Completed Task - remove strikethrough
Remove strikethrough from completed tasks. The strikethrough makes it difficult to see the information in the completed task. Change the strikethrough to another indicator (checkmark, color etc)
1 vote -
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 -
Add colors to Task Dashboard
I would like to be able to add colors to the Tasks in the Dashboard to make it easier to see tasks at a glance and also assign tasks.
2 votes -
Add columns in Task Dashboard
I would like to be able to add additional columns to the Task Dashboard. For example, add a Status column where a task would switch from initial, to in process, to pending etc. depending on the status of the task.
2 votes -
Completing an appointment - initiate notes creation
Currently, when a calendar appointment is marked as completed, a prompt comes up to create a new appointment/task. In the past, according to one of my colleagues, one of the prompt options was to be taken to the notes section of the household/client, listed as an Attendee of the appointment, to add meeting notes upon completion of an appointment, This greatly facilitated the documentation of meeting discussion points. Having this option brought back would greatly reduce the number of meetings being completed without notes being added to the account.
6 votes -
MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.
MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.
The system doesn’t currently allow email to be a Selection "type" for New Interactions, even though it has been added to our list in Settings.
1 vote -
Include Address fields in the Duplicate Check!
Our database is filled with the addresses of the homes of our clients. But people move and there is a new owner. Since we are a home repair company, our concern is keeping all information related to that address in one spot. Whenever someone calls in we search the address but when things are busy, this step sometimes get missed and we end up with duplicate address book entries. Including the Address Fields in the Duplicate Check would prevent this for the most part.
1 vote -
API Link Documents.
Currently there is no way to import "Linked Document" via API
This is a feature requested by most people moving from most third party CRMs, ACT, GM...
This has been reviewed by PS DEV Escalation call1 vote -
opp viewer
We need ability to jump from Opp Viewer to Contact list using PopUp Action menu, similar to Opportunities window.
See attachment1 vote -
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 -
I would like to send a task email to someone who is not a user. Our office used a shared in box for our shared tasks s
Our office used a shared inbox for our shared tasks. since that email is not associated with a person - we have to work around the system to send tasks to our shared inbox. Our team works parttime and everything needs to live in on place -for the shared work load. your system is based on individuals with their own work load - can you introduce some flexibility?
1 vote -
Improve the global editing feature.
When utilizing the new global search mode to retrieve a case, it displays a list of matching cases. However, there is currently no option to directly edit the case from this window to update details such as phone calls or other interactions. Instead, I have to re-enter the contact's name or associated entry and then navigate back to the case, which can be cumbersome. Streamlining the process to enable direct access to and editing of information associated with the case from the search results would significantly enhance efficiency.
1 vote -
Please make alternate addresses searchable. Otherwise this function isn't helpful for mailing.
Please make alternate addresses searchable. Otherwise this function isn't helpful for mailing.
3 votes
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