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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Tasks - implement security for the Priority field
It is currently possible for any user to adjust the Priority of a task.
Would it be possible to implement security on this field so that it either can't be changed, or one of the user roles like CS or Sales Manager is required to change the priority?
3 votes -
Tasks - increase Priority field character limit
The current character limit for Priority in the new Tasks module is 3.
Would it be possible to increase this limit?
Even to something like 6, it would allow for greater variety and options in this field.
3 votes -
Tasks - additional following windows when opening records
In the new Tasks module, it is possible to click on an AB entry in the 'Name' column, as well as a Case or Opp in the 'Regarding' column, to see further Details as well as the Timeline for that entry.
This is a great feature, however it is limited to only Details and Timeline currently.
Could you add the capability to view the other following windows?
3 votes -
Move the Delete option from it's close proximity to the Add & Print options on the Notes tab
(& potentially other following tabs), and/or stop the Delete option having the default action of Enter to acknowledge, and/or provide an ability to Undo an accidental deletion.
A client has meant to print a note, clicked on the wrong option & then hit Enter, which is the default for deletion3 votes -
It would be nice to customize the opps viewer to show contact instead of Company
it would be nice to customize the opps viewer to show the contact instead of the company?
1 vote -
Add Hotlist task Category field to column view
The Category field in Hotlist tasks is a very useful field but is not available to add to Column views in Hotlist. For users with a large number of tasks outstanding the ability to sort their list by Category would be extremely helpful.
25 votes -
Programming and automation of text message sending to our contacts.
We aim to program and automate the sending of text messages to our contacts. We want to schedule these messages in advance. While our current integration of Twilio with Maximizer allows us to send "live" text messages, our goal is to pre-schedule these messages. For instance, we could send appointment reminders to our partners via text, scheduled either one or two hours prior to the appointment or at set times.
3 votes -
Use the results of Formula UDF in Mandatory Rules
I know that the idea of using a Formula UDF within another formula is under review, but it should be a simpler undertaking to allow the results to be used in comparison statements for Mandatory Field Rules.
We still need the other but this would be a good start.
3 votes -
Credit applications that can be loaded on an iPad / Tablet on the Maximizer app
Having a digital credit application in Maximizer that can be displayed and completed in front of a customer on an iPad / Tablet in Maximizer and signed using a Stylus / finger, and then saved against the customer entry in Maximizer.
3 votes -
Add "rolling date" option to tasks menu
It would be great to add an option to set a “rolling date" range in the tasks section……part of the custom date like in hotlists
This is available in hotlist section but is there somehow to set it under the task menu as well? It would actually be a great idea to add this anywhere that dates are an option but especially to do list sections like hotlist/task/activities/etc
3 votes -
Audit the deletion of appointments and tasks
When Outlook Integration is used, there are instances where Maximizer appointments are discovered missing, both from Outlook and Maximizer calendars. There is currently no method of detecting when an appointment was deleted or who/what caused the deletion. Since the Audit Log tracks deletions, request from the customer states that Auditing should track deletion of appointments as well. The new Maximizer Connect may mitigate "unknown" appointment deletions but tracking them is still requested.
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 -
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 -
Leads - mandatory option for basic fields
It is possible to set Mandatory fields in other modules for basic fields, but the option is not available for the Leads module.
A customer provided an example of the fact they have 2 teams handling leads - 'Team A' creating Leads and then 'Team B' processing the Leads further.
It would be beneficial for the customer to have the option to make some basic fields in the module mandatory.
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
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