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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Related Entries Description in Column setups
The Related Entries Column Setup Basic Field list should include the field for the related entry description (comments).
15 votes -
Document Details
The Document window Properties Description field should appear in the Document window Column layout. This would really help with differentiating similar items.
15 votes -
Add ability to Copy Appointment in the Calendar
A customer of ours has suggested it would be really useful to be able to copy an appointment in the Calendar, and paste this on a different date, so they don't have to re-enter the details again.
85 votes -
Add ability to search in the Calendar
Currently there are no options for searching in the Calendar window. It would be really useful if you could search on Subject, Priority, Address Book Entry, Assigned User/s, Date Range, etc...
80 votesHi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.
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Maximizer CRM 12 Web Access has reduced email functionality compared to v. 11
In previous versions of Maximizer CRM Web Access, there was a Menu link that allowed us to view emails in our Inbox.
Although Maximizer CRM 12 Web Access is much improved over previous versions, for some reason, this functionality has been removed!
This is critical functionality that should not have been taken away from Web Access users. Maximizer Web Access 12 users on the Windows platform can use the Outlook Add-In to handle their email. Mac users can now only send emails: they can no longer save emails to Maximizer CRM 12 Web Access!
Please restore this functionality as soon…
60 votesMaximizer CRM 12 is no longer supported
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Email Window Integration - Performance Improvements
As a support technician for Maximizer we are constantly getting complaints regarding the effects on performance of Maximizer when users open the Email window in the product.
Quantity of email, visibility of other profiles and more recently and becoming more common, hosted email services are all root causes to the problem.
We have exhausted all configurations to find ways around the issue but to no avail.
This issue does need serious reviewing as it is having a big impact on our users and the success of our solutions.63 votesThis version of Maximizer is no longer supported
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Browser Support
Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.
47 votes -
Merge historical notes into one long note, or by category, fewer notes.
Merge historical notes into one long note, or by category into fewer notes. This will make it easier to view in the notepad. The merged notes should have a date or text search to find a specific section, if its many years of historical data.
4 votes -
Print Labels
Like in the old versions, you could right click on a contact and select print label, where their basic information was printed out on a pre-determined size label sheet. Now printing labels requires a label template document with merge fields that has to be done every time.
69 votesThis will be done via the Microsoft Word Add-In for Maximizer CRM Live and Maximizer Web Access Group and Enterprise Edition!
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Date UDF issue with "Include in Hotlist" attribute
Date UDF's that have the "Include in Hotlist" attribute have one major flaw: a Hotlist task is added to all Maximizer users!
As an example, we have one called "Next Follow-Up Date". Even though I didn't add it to the client records, I received 4 tasks in my Hotlist today!
Can a future version of Maximizer CRM track who added a date UDF with this attribute to a client record and add the Hotlist task to that user's record only? Or even better, change the attribute to 2 attributes: "Add to all Hotlists" and "Add to user's Hotlist who used…
49 votes -
Dynamic Favorite Lists
Favorite Lists that use a catalog search. You would be able to associate a favorite list with a saved search (or catalog search).
3 votes -
Improve Column Setups
Make it easier to create and modify column setups:
- Drag & Drop fields to add/remove headings
- make preview with some sample data appear in the same space149 votesOver recent releases we have been implementing improvements to handling of column setups and how these are managed within the various list views – row height and width etc.
We will continue to introduce UI and UX improvements going forward to make the solution even easier to work with.
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Campaign tracking codes - for non-techie users
Have a button on the HTML editor to add the 'e-mail opened' tracking code within an image tag at the bottom of the page (just before the closing body tag) for those users who have been selected by their bosses to manage campaigns and are not HTML savy.
I encounter this problem all the time with clients. They are just not able to get it right.
36 votes -
Category field on Notes dialog.
Can the Category value in the notes dialog have a mandatory option please
11 votes -
Allow complex queries for Dashboard indicators and enable users to scale indicators
Many people want to make a dashboard indicator from multi-select table fields and the way Maximizer uses the fields makes this useless.
What we should be able to do is derive a bar chart or pie chart from a SQL Query. But currently you can only use a single number result from a query.
Another common dashboard item request is to show a bar chart of the number of notes made by each user for a period of time. It’s a trivial query to write, but at the moment you have to write one for each user.
That leads to…
111 votes -
Add a photo to contacts or individuals - Maximizer CRM Entrepreneur
I see this popular idea was added to Group and Enterprise. Can it be added to Entrepreneur?
15 votesMaximizer Entrepreneur was discontinued
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HTML editor should have CTRL+F find function
When trying to edit even medium-sized and/or intermediate to complex HTML messages it is ergonomically horrendous on the eyes to try and find that link that must be converted into a campaign mail merge field. Even better would be a way to deal with campaign mail merge fields in the design mode but you know what a simple CTRL+F find function in the code view would suffice. Using a second application to assist with the task doesn't seem a very reasonable option either when a CTRL+F text is such a simple code to implement.
29 votes -
Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done.
Hotlist tasks should have options to keep task on my hotlist when assigning to another user; and notify me when the assigned task is done. Outlook has similar behavior when assigning tasks.
54 votes -
Global Edit Users
A method to select multiple users, and global edit security rights, group/team membership, properties, user-defined fields, etc.
26 votes -
Option to restrict users from free-typing into basic fields with drop-down lists (such as Position or Opportunity Objective)
Currently, users can free-type into any basic fields that have a drop-down list (such as "Position" or Opportunity "Objective") even when they don't have the Access Right "Modify System Tables" which enables them to add items to the drop-down list.
One of our biggest customers needs to be able to restrict this so that the users can only select from the list, not free-type into these fields.
We think the best way to do this would be at field level, rather than user level, such as in the Administrator > File > Preferences > Mandatory fields - you could have…
190 votes
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