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!
82 results found
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Subscriptions fields
Please offer simple subscription management fields for contacts and xcompanies, such as "newsletter", "product updates", etc. with some custom user fields.
1 vote -
Copy contacts from one business to another.
We have central organizing contacts that work at multiple businesses, but Max won't give us any way to copy a contact or their details to a different business. Just has to be manually added with all the details every time.
3 votes -
creating and connecting contacts to a company
There should be an easier and more intuitive way to quickly create a company record and then a subset of contacts to be under that umbrella company. Have UDFs flow through to the company section for those contacts like company web, company address, etc but then I can add personal contact info for them separately
Also, if I want to connect a contact to a company, there should be an easier way to simply choose which company to connect them together1 vote -
HIDE new "Customer Health" feature
Please allow the choice to hide the new Customer Health & colour dot.
1 vote -
Remove mandatory contact name and contact record for lead to company conversion
We use the FA version and work in a very niche market. We enter prospective clients into Leads but we use other procedures and processes for tracking and monitoring, so our use of the program is largely to hold very specific information on active clients. The manner in which we tailored the design of the fields we added and how the layout would be structured was based on what we wanted and needed using the flexibility allowed by the program. At some point changes were made to the software which not only reduced flexibility but is now causing problems for…
3 votes -
Interactions printed out like the old note report
The note report was perfect in the past as I could select one customer and print the detailed note to forward to a manager with all the customer details such as address, email and phone included. It was what I used before Interactions feature was added. I do like the interaction feature as this makes it easier to log the calls, but I need to generate the details for one specific customer to send to my manager. I really need this ability instead of copying and pasting my interaction to notes it is redundant to have to do this extra…
6 votes -
Make complete item in drop-down field appear
Currently, the drop-down field of a table UDF in a Key Fieds set is too short to see the complete text of an item. Please adjust such that either the field is wider or the complete text of the item pops up. Checking and unchecking the items is inefficient. (From Rick Bofinger/Jerico Financial)
1 vote -
Apply household information to contact view
Allow fields from the household to carry down to the contact level. The same way that a household address applies to all contacts, apply this to UDFs as well.
4 votes -
Leads Conversion
I;ve just realised that when converting a Lead there's no way for the process to not create a Contact. You can choose an existing Company, but not that the Contact already exists.
3 votes -
Create ability to move a task and/or interaction from one contact to a different one
Would like to be able to associate a hotlist task with a different contact - change it from one contact or company to another without having to recreate it.
5 votes -
warning message deleting leads process
When deleting a process for leads/opportunities/accounts, display a warning message that it will orphan opps/accts/leads that currently use that process. Ideally, prevent the deletion of a process unless if it's used. Prevent the deletion of the Default Process
3 votes -
System Logging Notes to follow security group of logged-in user
Currently, when a user creates or updates an appointment, task, opportunity, etc., the logging note created defaults to Public for Full Access. Customers want it changed to follow the Default Entry settings of the user. If the user doesn't specify Full Access for a security group, then default it to Public.
3 votes -
Add Favorite List dialog to default to Default Entry of user
This dialog defaults to logged-in user despite security setup and default entries. Make this dialog follow logged-in users' default entries.
3 votes -
Retain format of phone notes when opened in Notes section
Phone notes appear unformatted when view as a regular Note in the Notes tab. Make the phone note formatting consistent whether viewed in Notes or Interactions
1 vote -
Completing an appointment - initiate notes creation
Currently, when a calendar appointment is marked as completed, a prompt comes up to create a new appointment/task. In the past, according to one of my colleagues, one of the prompt options was to be taken to the notes section of the household/client, listed as an Attendee of the appointment, to add meeting notes upon completion of an appointment, This greatly facilitated the documentation of meeting discussion points. Having this option brought back would greatly reduce the number of meetings being completed without notes being added to the account.
6 votes -
MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.
MP Brad Redekopp’s request: Add “Email” as an option to the dropdown list for “Select a type” when creating a new “INTERACTION”.
The system doesn’t currently allow email to be a Selection "type" for New Interactions, even though it has been added to our list in Settings.
1 vote -
Please make alternate addresses searchable. Otherwise this function isn't helpful for mailing.
Please make alternate addresses searchable. Otherwise this function isn't helpful for mailing.
3 votes -
Leads - mandatory option for basic fields
It is possible to set Mandatory fields in other modules for basic fields, but the option is not available for the Leads module.
A customer provided an example of the fact they have 2 teams handling leads - 'Team A' creating Leads and then 'Team B' processing the Leads further.
It would be beneficial for the customer to have the option to make some basic fields in the module mandatory.
6 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 -
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
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