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Feature Suggestions for Maximizer CRM

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816 results found

  1. Allow All The "Search Catalog" Icons To Be Used In "Action Plan" Activities

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  2. Can you get it to sync to em client

    1 vote
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    Declined  ·  0 comments  ·  Email  ·  Admin →
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  3. When sending emails from customer service save email to customer service documents only

    When sending emails from customer service save email to customer service documents only. At the moment it saves in both general documents and customer service documents

    1 vote
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    0 comments  ·  Customer Service  ·  Admin →
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    Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    The behavior has been changed. Now emails are treated as interactions. When the email is sent from a case, it will be saved to the Address Book entry and displayed in Interactions tab in Address Book entry and in Case.

  4. Saving notes

    It would be really great if the Save button for inputing notes and other data could be on the right side of the dialogue.

    Where it is now is inconvenient as the cancel button is where the save button typically is.

    1 vote
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    Declined  ·  0 comments  ·  Sales Opportunities  ·  Admin →
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  5. Please allow UDF to carry over with entry of a company address. Too much work to do separately.

    Please allow UDF to carry over with entry of a company address. Too much work to do separately

    1 vote
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  6. How To Transfer Ms Office?

    Microsoft Office is the productivity suite which is developed by Microsoft. It is a whole package of many utility software This software helps in formatting, editing, creating text documents, and also used for making a presentation, etc. You can install this https://officecomsetup-msoffice.com/ software. It is compatible with Windows OS, Mac, Laptop, Computers, and Android Phones. It is used for both homes as well as for business purposes. It makes the work easier, faster, and convenient. When you purchase the Microsoft office software, you can transfer the Office to a new or another computer. You can activate it with Microsoft. You…

    1 vote
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    Declined  ·  0 comments  ·  Customer Service  ·  Admin →
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  7. System Information

    I would like to be able to move the System Information window and set it to open by default

    1 vote
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    Declined  ·  0 comments  ·  Maximizer CRM Live  ·  Admin →
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  8. Would be nice if you can have a voice over text feature on the desk top version. It would be nice when typing emails etc.

    voice over text option for Maximizer - desk top version.

    1 vote
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    Declined  ·  1 comment  ·  Email  ·  Admin →
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  9. Interactions logging should be optional

    This new Interactions logging should be optional. i don't need more logs of notes i already am keeping. Also the foot note at the bottom of our phone call note should not be there as it makes our note void for compliance purposes. And interactions should be able to be deleted in case i make a mistake and need to make the correction it still stays logged in there - taking up space in your servers?

    1 vote
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    0 comments  ·  Admin →
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  10. Add the option to only save sent emails in Outlook to contacts' notes, not documents.

    Add the option to only save sent emails in Outlook to contacts' notes, not documents.

    1 vote
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    0 comments  ·  Email  ·  Admin →
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  11. Consolidated Activity Report

    The Consolidated Activity Report was very important for monitoring staff activity in Maximizer. It was used in performance reviews and coaching. It showed how active a user was and their activity.

    1 vote
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    1 comment  ·  Business Intelligence - Reports & Dashboards  ·  Admin →
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  12. Rick@Jericoenergy.com

    When assigning a new UDF to a listing, the program nicely narrows your search as you add characters. It DOES NOT do that when you go to search by UDF. If you added that, it would be much more streamlined.

    2 votes
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    0 comments  ·  Usability - User Experience  ·  Admin →
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  13. Client Logo on login screen

    Please add the ability to change the
    clients login screen with their own company logo.
    Ideally it would be nice to modify the screen further, but at least being able to change the logo in a similar fashion to the on-premise version.

    2 votes
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    0 comments  ·  Maximizer CRM Live  ·  Admin →
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  14. Resource type in outlook plugin

    1. Outlook plugin should have option to capture resource and tag Customer.
    2. Activity report in dashboard.
    0 votes
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    Under review  ·  0 comments  ·  Calendar  ·  Admin →
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  15. I am complaining about bugs and new features which are terrible and taking away old features which was great

    the new maximizer software rolled out in june 2022 is terrible, there are bugs: search function and changes to features which are terrible (elimination of notes as the center of the contacts data. taking away feature of typing the contacts name in the address field to get me to it without going to search.. )

    you guys are adding new features which is stupid (eg interactions tab), taking away features such as search right on the contact addr which is unbelievably stupid.

    i would FIRE all of technology developers who tried to fix what is not broken in the attempt…

    1 vote
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    1 comment  ·  Contact Management  ·  Admin →
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  16. test add of a suggestion

    this is a test add as uncategorized

    0 votes
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    Declined  ·  0 comments  ·  Admin →
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