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!
32 results found
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FA Edition: Auto sum multiple account values into a single "user defined field"
FA edition. Would like the capability to auto sum the "account amount" value of multiple contracts into a single "user defined field. For example 1 household could have 4 separate investment contracts under the Accounts tab and it would be helpful if the value of all of those accounts could be fed into a single data line in "user defined fields" and for the dashboard widgets.
1 vote -
Sales Intelligence - Category Filter
Sales Intelligence has useful reports, but it would be useful to have additional filters available. Specifically, the 'Category' field would be useful in the Sales Management Report (or any other report if possible).
3 votes -
Present individual or contact photo in column export
We create ameeting booklet for sales rep to visit clients at tradeshow. The booklet is a report with name, phone, email, description and an image of the contact. We wish to see this photo displayed in the column setup of contacts, cases and opportunities.
6 votes -
1 vote
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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 -
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 -
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 -
Dashboard indicators for interactions
Customers want the ability to see on the dashboard the number of calls, meetings, quotes they have logged. Assuming call, meeting and quote are category values on interactions, we would like to have at least a numeric indicator of the number of interactions related to a saved interaction search catalog or a date range.
3 votes -
Address Book Timeline Report Blank
When I select some but not all Notes types, I get a blank report. See attached screenshot of my filter.
3 votes -
Consolidated Timeline Report sort order on date/time is incorrect
I moved the Date/Time column to the left and sorted. When I view it or print to PDF, there are some dates out of sequence.
3 votes -
Task, appointment and opportunity notes shoudl login inside the interactions text
We prefer to see the logging of a task created (follow up) within the interaction as it is easier to see when viewing the report than separate entries.
7 votes -
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 -
Include Duration UDFs as dashboard primary fields
Please include duration fields in the primary fields list, used when constructing a dashboard indicator. So their values can be averaged, summed, etc, in the indicator. They're not included at the moment. Formula fields are included, so it's not obvious why duration fields are not included.
6 votes -
Add to Rolling date range
Add 'Jan this year' 'Feb this year' etc to rolling date range in advanced search.
1 vote -
Add link within a notification alarm to get back to the ticket/company.
Add link within a notification alarm to get back to the ticket/company.
3 votes -
Timesheet for users / logging useage
As a manager with employees working remotely, it would be helpful to have a timesheet function where management can track user log-in/log-out. Instead of asking for employees to log their hours manually, they can simply log-in and work as usual. Tracking user activity within Maximizer can also ensure proper usage and training.
4 votes -
Allow pdfs & Word docs to appear in Company Announcements on My Work Day section
Currently you can only upload text or html files to the Company Announcements section for them to appear in My Work Day. Even with html files, images do not appear on that page. This should be fixed as well as allowing pdfs and Word docs to be uploaded and appear visible to all users on the My Work Day page
17 votes -
Dashboard
Need to be able to see the month of the Dashboard when printing the indicator - Currently only Last month or Current month will show on printout. but users need to know what month the Dashboard was printed for
6 votes -
As a manager i would like history of my staff's login
As a manager i would like history of my staff's login, including if i can see them logged in currently. A report that you can view a specific period of login in and login out.
3 votes
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