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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A Mac version would be nice...
With the increase in the number of Macs in the workforce it would be nice to have a Mac version.
14 votes -
I bought an upgrade to Max11, and now cannot find the custom list retrieval of lists I built. rick@jericoenergy.com
allow me access to the functions I used to have with older versions, you have hidden the "retrieve list" function so i cannot find it without paying for support.
1 vote -
Maximizer Web Access telephony integration
Provide outbound dialing and inbound caller detection integration based on TAPI as per Windows client. This will allow clients who require Maximizer telephony integration to switch to Maximizer Web Access as their main user interface.
37 votes -
Move multiple contacts to a different company at once (instead of one by one)
I am cleaning up my contact database and have many contacts that need to be moved to new companies. Instead of doing it one-by-one, it would be so much easier if I could select multiple contacts and move them all at once.
12 votes -
Ability to modify built-in email templates
When we book appointments, an email is sent to client. I would like to be able to modify the contents by default, including adding removing fields, not having to modify every email each time.
32 votes -
Link to a local directory not just to a document
We store thousands of image files archived by work order #. We can't include all these in the database and so I think it would be useful to be able to link to a folder that would open in file explorer to show all the images. It would save time to be able to go directly from Max to the folder (local or network). We actually use a cloud product that syncs all computers for this data so as long as the location of the cloud service was the same on all computers, the link would work.
26 votes -
Open opportunity in opportunity window from address book tab
When viewing opportunities in the address book, there should be an option to go to the selected opportunity in the opportunity window and not just open the opportunity.
1 vote -
Create Contact From Outlook
When using the outlook toolbar to Create Contact, you cannot edit/populate the address, phone or email addresses.
It would be very handy to be able to do this especially if you are creating a contact from an incoming email.34 votes -
TAPI Support for Windows 7
I would like to make calls from Maximizer with my existing contacts - using the dialer and my phone system (in this case Allworx).
Why can I use Outlook in this manner but not Maximizer? What is different about Windows 7?19 votes -
Opportunity Reassignment and Opportunities without a Company Assigned
In certain industries you do not know who the end customer for your opportunity is until the deal closes (i.e the quote may be to a sub contractor) In these cases it is desirable to be able to reassign the company that the opportunity is linked to, effectivley moving the opportunity from the sub contractor to the enduser/client where the goods /services will be delivered.
Ideally in the same industries it would also be a great benefit if you could have opportunities no customer (which could be assigned later). I think having a linked partner would be recommended.
38 votes -
New Contact inherits user-defined fields
I would like to be able to have an option that my staff can't tick this box.
34 votes -
integration between the web access product and Xero online accounting software
Integration between the web access product (and or CRM Live) and Xero online accounting software.
40 votes -
Different relationship type for the reverse link
If you create a relationship and choose to "relate in reverse order" you are assigning the same type description to both links. This means example like Parent Company or Owner do not make sense from the other direction. This tick box should open a 2nd drop down and relationship pairs should be able to be pre-defined or use assigned.
13 votes -
Be able to drag and drop a contact into a different Company
I sometimes have multiple companies that are part of the same corporate intity. If would be handy to be able to drag and drop a contact from one company to another without having to reenter them. This would include all of their notes and emails, etc. to follow them.
25 votes -
Action Plans to have an option to skip over weekend days
Give the option to skip non-working days for the assigned user. Either prompt with action toi take (eg: move backwards, move forwards or override) or allow this to be set as a property of the Action Plan.
17 votes -
Include Notes data within Dashboard indicators
Ability to crate Saved Searches using Notes and Documents data and filter on all the parameters and text searching fields within these data objects. This would then flow onto ability to see this "activity" at a Dashboard level.
17 votes -
Ability to delete Default Key Fields
Ability to delete or otherwise restrict access to the <Default Key Fields>. Otherwise allow edit of the name so this can be re-purposed.
119 votes -
Lets talk about improving service!!!!
I've had many issues with Maximizer CRM 11. Currently I'm not able to open the software, very difficult to have a productive work day, when I cannot contact clients.........The tech department does not allow one to talk to a person!!!!! Maximizer does not respond to emails..... the sales representative that sold me the product will not return calls.......
1 voteHi Myron, I will ask someone to get in touch with you ASAP. Thank you for your patience.
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Organisation Chart
Will the organisation chart feature in the application version of Maximizer be making its way to WebAccess? Or is it there and I have not spotted it?
43 votes -
Configurable quick search
The new quick search feature is great, allowing you to search on First Name, Last Name, Company, Phone (all phone numbers) and/or Email Address (all email addresses).
Can you exted this further by adding some configuration options of which fields can be searched by this search e.g. Town, Position.
Clearly the users would need to be educated that the more you add to the quick search the bigger impact on speed performance.
66 votesHi, thanks for your feedback on the quick search feature. We have plans to add more functionality to the current search capability.
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