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 Integration - assigning cases when creating
When using the integration to Create a Case, it is not currently an option available to assign an owner.
Could this option be added?
9 votes -
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 -
The 'regarding' field when setting up a task should be an editable drop down list
The 'regarding' field when setting up a new task should be an editable drop down list. Currently it only says 'opportunity' or 'case' but personalizing it would enhance the task feature
2 votes -
Need a way to view email image attachments in Maximizer
. I am working from home and connecting with my constituents (clients) by phone and email only. I need to send documents to them for signature and have them sign and send back to me.
Many of them do not have computers, or printer/scanners so they will take a photo of the signed document to send to me. Many of these documents are larger in size than the system will allow to be imported to a case file. I have learned that I can import the email with attachment to Maximizer file but I cannot view the attachment from within…6 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 -
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 -
Turn off mandatory go to settings pop up if you have notifications turned off on Maximizer app settings.
I have turned off notifications for Max on settings of iPhone. Every time I log in, a pop up takes me to settings. Turn off this mandate. I should be able to set once then leave it alone if I don't want notifications. Now it is inconvenient to go to settings, turn off then go back to app every time I log in. I could just stay logged in, but I don't always want to do that either.
1 vote -
Search Company in Maximizer Connect add in
The financial services industry and others actually regularly save emails to Company records and not specific contacts. A lot of companies we deal with actually save emails to Company records. Not being able to save to company in a toolbar that is otherwise excellent is a gap in functionality.
4 votes -
Recurring tasks added to client's activity tab
Right now, when setting up a recurring task for a client, it only shows in the task list. We need the recurring task to show up under the client's activity tab so when we view the client's information, we can see what is coming up!
4 votes -
Option to select a custom date in Sales Intelligence Reports
Option to select a custom date in Sales Intelligence Reports. Currently one can only select last month, last quarter and so on.
3 votes -
Reasonable Workflow to Add Photo to Contact
The one place I never have a photo to add to a maximizer contact is on my computer. Yet the only way to add a photo is via upload from my computer.
What I actually want to do is copy a photo from a web page, or copy a link to a photo from a web page, and paste into the image control. If i do have the photo on my pc, drag and drop it into the image control.
4 votes -
Including the phone number in the consolidated timeline report.
The consolidated timeline report does not have a column with phone numbers, the previous version did. If one forgets to add a phone number when building a new prospect, this venue would be a great source, Also, when auditing performance, having the phone number accessible would eliminate having to find the prospect in another window.
1 vote -
Quick search
After the upgrade to the 2023 R2 version, the quick search now adds to the list when you select from the drop down list and it replaces the list when you search from scratch for a new entry and not picking from the list.
The search should not work this way - it should replace the current list with your search result no matter what you do. That is how all quick searches work (take Google search for an example). The new quick search behavior is unintuitive, and getting the list replaced requires more effort (as you need to search…
1 vote -
Dashboards - UDF ability to sort Numerically
Currently if you have a List indicator in Dashboards for a numeric UDF, it won't sort in order as by default all UDFs sort alphanumerically.
The suggestion is that Numeric UDF fields should be sorted numerically only.
21 votes -
Empty List upon Opening a Maximizer.
There is a major frustration of ALL new clients I spoke with. They do not understand why their Maximizer List is Empty and where to look
There is clearly a need to have a Flash Form or some sort of Pointer to the View -> All Entries...
It could be done with a java script displaying an arrow to the Menus...
or a Flash form containing Menu Item for View (we can make a checkbox not to show next time) (This is probably the easiest to implement)Second;
What is that MORE button for? I think I makes it even…1 vote -
ability to use email templates on the mobile ap. It would be a real help!
The mobile app would be far more helpful if I were able to pull templates into outgoing emails while on the road with my phone.
3 votes -
Recurring future Tasks
It would seem that having ALL future activities available to see would be beneficial to managing tasks.
1 vote -
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1 vote -
Right client on converted lead, to view entry in address book or opportunity module from Leads Module
When viewing converted leads, a quick way to find them in address book or opportunity module would be to have the ability to right click and view in either module. Example below is a right click from the opportunity module into the address book.
9 votes -
Interactions - Meeting Attendees
If an Interaction involves several people, it would be useful to say who attended.
For example, if I have a video call and a number of people attended, I would like to be able to pick them from the list of contacts on the company/individual record as having attended, and for this to be visible on the resulting interaction record.
3 votes
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