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!
50 results found
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Contact List Updates for more Efficiency
I am an Administrative Assistant for an Advisor and frequently use Maximizer to input notes/tasks for clients. I was wondering if I can provide a few suggestions on how to make Maximizer more efficient:
When a recurring task is completed in "interactions", that particular task does not show up on the list itself in "Contact List" or "Hotlist" but it does show in "Activity Tracker". It also shows up when completed. Is there a way to physically indicate that I've created a recurring task?
I have to refresh in order to get my new tasks or notes for each client.…1 vote -
search task with using partial names
When attaching a client name to a task, the 'task with' search function requires the full last name to be typed. It would be great if it could use partial names or better yet, start showing the potential contact names while you're typing...similar to the global search feature (which is great btw) Thank you.
1 vote -
Search records without open hotlist task
We have a client who maintains action plans on all client records. Mostly the end of the action plan prompts the user to make a new action plan but sometimes in the rush of work that step is missed and the client ends up with no open/future tasks. We could not find a way to search for all clients who have no incomplete tasks. We tried in the hotlist itself but the volume timed it out. We tried in the address book with an Interactions search but this does not discern between completed and incomplete. So, we need a new…
6 votes -
Send one or mass email from Hotlist or Tasks
In the past we were able to mass email directly from the hotlist. Within MaxLive I must move to the address book to email. This breaks up my workflow badly. Please add this feature back to Hotlist and add it to Tasks.
6 votes -
Tasks - implement UDFs in this module
Currently, if you want to add something custom to tasks (like a Task Reference number) you need to manually write it into the body of the task, or use another field that isn't for the original purpose.
Would it be possible to implement the usage of UDFs in the Tasks module?
4 votes -
Tasks - implement security for the Priority field
It is currently possible for any user to adjust the Priority of a task.
Would it be possible to implement security on this field so that it either can't be changed, or one of the user roles like CS or Sales Manager is required to change the priority?
3 votes -
Tasks - increase Priority field character limit
The current character limit for Priority in the new Tasks module is 3.
Would it be possible to increase this limit?
Even to something like 6, it would allow for greater variety and options in this field.
3 votes -
Tasks - additional following windows when opening records
In the new Tasks module, it is possible to click on an AB entry in the 'Name' column, as well as a Case or Opp in the 'Regarding' column, to see further Details as well as the Timeline for that entry.
This is a great feature, however it is limited to only Details and Timeline currently.
Could you add the capability to view the other following windows?
3 votes -
Add "rolling date" option to tasks menu
It would be great to add an option to set a “rolling date" range in the tasks section……part of the custom date like in hotlists
This is available in hotlist section but is there somehow to set it under the task menu as well? It would actually be a great idea to add this anywhere that dates are an option but especially to do list sections like hotlist/task/activities/etc
3 votes -
s.hunt@pathwaze.org.uk
Currently in a task you can only assign it to one user, but it would be handy to assign the task to a group/team or select multiple users
1 vote -
Completed Task - remove strikethrough
Remove strikethrough from completed tasks. The strikethrough makes it difficult to see the information in the completed task. Change the strikethrough to another indicator (checkmark, color etc)
1 vote -
In the New Tasks screen add the ability to edit categories
We should be able to edit the categories in the New Task screen. For example, add persons for the Task to be assigned to. Add options to the Regarding, Category and Result drop down box so we can customize this to our business.
2 votes -
Add colors to Task Dashboard
I would like to be able to add colors to the Tasks in the Dashboard to make it easier to see tasks at a glance and also assign tasks.
2 votes -
Add columns in Task Dashboard
I would like to be able to add additional columns to the Task Dashboard. For example, add a Status column where a task would switch from initial, to in process, to pending etc. depending on the status of the task.
2 votes -
I would like to send a task email to someone who is not a user. Our office used a shared in box for our shared tasks s
Our office used a shared inbox for our shared tasks. since that email is not associated with a person - we have to work around the system to send tasks to our shared inbox. Our team works parttime and everything needs to live in on place -for the shared work load. your system is based on individuals with their own work load - can you introduce some flexibility?
1 vote -
The 'regarding' field when setting up a task should be an editable drop down list
The 'regarding' field when setting up a new task should be an editable drop down list. Currently it only says 'opportunity' or 'case' but personalizing it would enhance the task feature
2 votes -
Recurring future Tasks
It would seem that having ALL future activities available to see would be beneficial to managing tasks.
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 -
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 -
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
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