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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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 -
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 -
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 -
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 -
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 -
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 -
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 -
Time a Task - convert to an Interaction
Currently, the 'Time a Task' feature is a simple Note, and the timer details appear in the body of the Note.
However, this means that if you are using the Consolidated Timeline Report, the duration of the Notes doesn't appear in the Duration column of the report - it stays just in the body of the Note.
I would suggest changing this feature so that it is a fully fledged interaction, and can therefore be included more fully in reports.
3 votes -
Feed Making Machinery Manufacturers in Punjab
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1 vote -
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 -
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 -
Make the phone dialing not stupid
The current dialing is a total failure in user experience design. Cick on the phone icon and the dial menu will be populated with a different phone number, not the one you clicked on.
What I want is to click the phone icon, and it dials the service i want. using the tel: url scheme.
And i call call the client on signal or whats app or whatever with similar iconds. Or send a text message with appropriate icon via SMS or any other service with a url scheme for sending texts. I have a different icon for each service…
1 vote -
Completing more than 1 task
When completing more than 1 task you can literally watch each task being marked completed with a check mark. It is not intuitive that the user can browse away from the process and continue working in Maximizer. I suggest having the routine complete in the background similar to the Global Edit where once it is initiated the user is prompted to continue working in Maximizer
3 votes -
Opportunities - changing Stage should trigger mandatory field check
Currently, when changing Stage on the Details tab of an Opportunity it doesn't technically open the record for editing and therefore doesn't trigger any checks for Mandatory fields.
The suggestion is to alter this behaviour so that setting the Stage does trigger a check for mandatory fields.
3 votes -
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 -
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 -
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 -
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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