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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outlook add in is very slow
I know you rolled out a new outlook integration on Feb29'24. That has helped to keep outlook from crashing, before that it caused so much crashing I had to remove the outlook integration add in. But, the new one is very slow, even though I have it set to synch every hour, it is slowing up my computer every few minutes. We need another upgrade.
3 votes -
warning message deleting leads process
When deleting a process for leads/opportunities/accounts, display a warning message that it will orphan opps/accts/leads that currently use that process. Ideally, prevent the deletion of a process unless if it's used. Prevent the deletion of the Default Process
3 votes -
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 -
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 -
1 vote
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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 -
Interactions printed out like the old note report
The note report was perfect in the past as I could select one customer and print the detailed note to forward to a manager with all the customer details such as address, email and phone included. It was what I used before Interactions feature was added. I do like the interaction feature as this makes it easier to log the calls, but I need to generate the details for one specific customer to send to my manager. I really need this ability instead of copying and pasting my interaction to notes it is redundant to have to do this extra…
3 votes -
"See" Password
Please add the feature to "See" password when typing it. Client has blocked herself so many time over 3 days and keep having to reset because you are not able to see your password when typing it in.
3 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 -
Bring back Edit mode in address book
Edit mode in address book
I cant believe you have removed this feature.
The workflow of double clicking ANYWHERE in the bottom half of the details area was much faster for us that the current update. We don’t like having to click the specific pencil button to edit. Prefer to have it edit when we click on a field.1 vote -
Ideally, I would like to be able to assign tasks to multipe stores/companies for multiple users.
This will prompt multiple users within multiple stores to complete activity/task based objectives in the store.
3 votes -
Maximizer Cloud "undeliverable email" message
I was showing a client how to create templates for use in the Maximizer Email Editor yesterday. She sent me an email and I never received it! Turned out that the email address she had for me in her Maximizer CRM Live was slightly wrong.
I asked her if she had received an "undeliverable email" message and she said no!
I tried it myself later on ... and I also received no message back that the email could not be delivered.
I searched in https://docs.maximizer.com/home/en-us/ for "undeliverable emails". No joy!
Any reason why users aren't warned if their emails are…
12 votes -
Syncing with outlook
Syncing with outlook - I would like to be able to only have certain events synced from my outlook calendar. For example, I could tag phone calls, zoom and in office meetings - then have only those events synced. It would de clutter my calendar
1 vote -
search task with using partial names
When attaching a client name to a task, the 'task with' search function requires the full last name to be typed. It would be great if it could use partial names or better yet, start showing the potential contact names while you're typing...similar to the global search feature (which is great btw) Thank you.
1 vote -
Make complete item in drop-down field appear
Currently, the drop-down field of a table UDF in a Key Fieds set is too short to see the complete text of an item. Please adjust such that either the field is wider or the complete text of the item pops up. Checking and unchecking the items is inefficient. (From Rick Bofinger/Jerico Financial)
1 vote -
next appointment
If a calendar appt or task is completed without re-opening it, there is a pop up message to book the next appt or hotlist task. However, if you open the appt and change the notes and then check the box (while appt is open) to say it's complete then the pop up for the next appt does NOT appear. It would be good if that next appt/task pop up would appear in all situations and also carry the note forward so you don't have to retype it or copy/paste it.
3 votes -
Leads Conversion
I;ve just realised that when converting a Lead there's no way for the process to not create a Contact. You can choose an existing Company, but not that the Contact already exists.
3 votes -
opp viewer
We need ability to jump from Opp Viewer to Contact list using PopUp Action menu, similar to Opportunities window.
See attachment1 vote -
Spell check in notes data entry hint its 2024
Spell check
1 vote
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