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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Interface Customization for CRM Live
In On-Premise versions of Maximizer, it is possible to produce an XML file of customizations located in the data structure so that these can be modified or applied to other databases.
It would be great if there was a route to be able to produce this in CRM Live as well.
3 votes -
National Quality Awards
The National Quality Awards stands as an impactful initiative fostered by Brand Empower Pvt. Ltd. to acknowledge businesses, entrepreneurs, and service providers for their remarkable performance and achievements within their respective domains. This endeavor will spotlight enterprises that have adeptly navigated challenging conditions through innovation, job creation, growth, and meaningful contributions to their communities and the environment.
Headquartered in New Delhi, Brand Empower Pvt. Ltd. excels in Market Research, Branding, and Creative PR, gaining recognition as an award-winning company. The core objective of the NQA is to uphold and celebrate the ingenuity, originality, and excellence displayed by entrepreneurs, artists, corporations, and individuals across sectors like manufacturing, services, entertainment,…
1 vote -
Best lawyer for property disputes in Delhi
If you're dealing with Property Disputes in Delhi, you need a really good expert to help sort things out. Hire someone who's super experienced in fixing these kinds of issues – whether it's arguments about property lines, problems with titles, or landlord-tenant troubles. SLG Legal experts knows the rules inside out and is great at talking to people and finding solutions. Whether you're a regular person or a business, To make sure your Property Legal Advisor in Delhi get fixed quickly and in a way that works out well for you also.
Visit: https://www.slglegal.in/property-dispute-lawyer.htm1 vote -
1 vote
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Playground Equipments Manufacturers in Ghaziabad
Athletic Trends Industrie is a reputable manufacturer of playground equipment. They design and manufacture an extensive variety of play equipment that is kid-friendly, long-lasting, and inventive, all while maintaining a strong commitment to quality and safety. Their products are made with the finest craftsmanship and include swings, slides, jungle gyms, and more. They put a lot of effort into making sure their products are safe, uphold safety standards, and offer kids an enjoyable and stimulating environment. They are still a dependable option for communities, parks, and schools looking for the best Playground Equipments Manufacturers in Ghaziabad because of their history…
1 vote -
International Courier Services in Delhi
Universal India Express is a leading International Courier Services in Delhi, providing efficient and reliable shipping solutions. With a strong global network, they ensure swift and secure delivery of parcels, documents, and cargo to destinations worldwide. Their experienced team offers hassle-free customs clearance, tracking, and door-to-door services, catering to the diverse needs of individuals and businesses. Theirs prioritizes customer satisfaction, offering competitive rates and timely deliveries. Whether it's urgent documents or bulk shipments, their commitment to excellence and global reach make them a preferred choice for courier services in Delhi, simplifying international logistics for their clients.
1 vote -
Zapp for Google Contacts Needs Some Work
exporting contacts to google contacts:
1. Need to be able to apply a labels, so I can label all contacts that were exported from Maximizer, and I might want to apply labels like prospect, client, etc. from a field as well.
2. need to export their photo if they have one.
3. The default create contact for google needs to be populated with basic contact info (email 1-3, phone 1-3, mailing address).2 votes -
Merging with Microsoft Word
It would logical if merging Maximizer contacts with Microsoft Word would create one document. Merging 50 contacts creates 50 word doc !!
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.
3 votes -
Gun Milan Services in Delhi
Astro Abha Jain in Delhi provides comprehensive Gun Milan Services in Delhi, which are an important part of Indian matchmaking. With extensive knowledge of astrology, Abha Jain assesses aspects such as Guna matching (Ashtakoot), planetary positions, and dosha analysis when analyzing the horoscopes of potential romantic partners. Her careful method seeks to balance each partner's energy and destiny to promote long-lasting marital bliss. She offers specialised advice to help couples overcome possible obstacles because of her extensive knowledge of Vedic astrology. For more information cIick here:-https://www.astroabhajain.in/gun-milan-astrologer.htm
1 vote -
Outlook integration
Outlook integration, it would be nice if when you opened an email in Maximizer that it opened in Outlook automatically. Vs sending the message from Maximizer.
24 votes -
Matchmaking Astrologer in Delhi
Astro Abha Jain is a renowned matchmaking astrologer based in Delhi, India. With years of experience in the field of astrology, she specializes in helping individuals find their ideal life partners through the alignment of astrological factors. Abha Jain's approach combines the principles of Vedic astrology with a deep understanding of human psychology, ensuring a holistic and accurate matchmaking process. Her expert insights into planetary positions, compatibility, and personalized advice have led to numerous successful unions. Clients trust her for her dedication, precision, and ability to provide astrological guidance that fosters harmonious relationships. Astro Abha Jain is a trusted name…
1 vote -
Modify Task Date on Action Plan Tasks
User is applying an action plan to a batch of 200 contacts. The plan has about 7 tasks in it spread out of 10-12 days. This user can call through about 50 such tasks a day and then wants to modify the dates to future dates in batches of 25-50 entries. Right now these tasks are not impacted by the Modify Task Date command. All that is needed is a control to indicate whether action plan dependent items should be moved along or not.
9 votes -
Opps Viewer - unable to view 'Company' field on Opps for Individuals
In the Opps Viewer, if an Opportunity is created against an Individual then the tile in the Opps Viewer only shows the Individual Name (in addition to Revenue, Close Date etc.).
It doesn't recognise that the Company name is filled in for the Individual, therefore this is no option to display the Company name in the Opps Viewer.
Could this be added as an option?
3 votes -
Notes of Hotlist default to Public
Right now, when you create a task under a contact, if the contact is assigned a security group, the task itself defaults Full Access to Public. Adjust it such that tasks created for a contact follows the contacts' security settings for Full Access and Read Access.
1 vote -
Add in contacts
Adding records to Maximizer through the Outlook or Gmail add-ins should honour mandatory and default field requirements. There are too many holes left in data that can be missed if this is not completed at the point of entry.
3 votes -
Deleting group appointments warning
If a user is part of a group appointment, and that user has access to modify all users calendars, the user is able to delete this appointment. The delete covers their own appointment and those of all other attendees. We suggest that a warning be included to let users know that when they delete this appointment from their calendar it will also be removed from the other attendees. HQ-256250
9 votes -
Option to make Product/Services field single select
We have a client who would like the ability to make the product/services field single select to prevent users selecting more than one product on an opportunity or customer service case.
3 votes -
Default Entry for Saved Search and Column Setup
Right now, setting up a Default Entry for Saved Searches and Column Setups is not available. Since there is already Default Entry options for Address Book, Opportunities, Customer Service, Notes, Documents, and Interactions, there should be one for Saved Searches and Column Setups
1 vote -
Existing business vs New Business tracking in Targets
Why is this field not available to add into the Opportunity window so you are able to do target and opportunity reporting & analyses?
3 votes
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