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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MaxDocs
The new MaxDocs browsing experience browses away from the main Maximizer UI. This is not helpful if you want to easily refer back to a function, feature or window in Maximizer while browsing MaxDocs.
3 votes -
Modify Task Date on Action Plan Tasks
User is applying an action plan to a batch of 200 contacts. The plan has about 7 tasks in it spread out of 10-12 days. This user can call through about 50 such tasks a day and then wants to modify the dates to future dates in batches of 25-50 entries. Right now these tasks are not impacted by the Modify Task Date command. All that is needed is a control to indicate whether action plan dependent items should be moved along or not.
9 votes -
Right client on converted lead, to view entry in address book or opportunity module from Leads Module
When viewing converted leads, a quick way to find them in address book or opportunity module would be to have the ability to right click and view in either module. Example below is a right click from the opportunity module into the address book.
9 votes -
Email delay on hotlist task
Implement a delay on email when a task is created – if the task is for a week or so out – the email gets sent when processing occurs - near time.
We would prefer to be able to assign a task and send an email closer to the date the task is required to be completed.
1 vote -
Highlight only missed required fields and not all required fields
Currently, if a required UDF is not filled in, all the required UDF fields are highlighted with a red outline.
It would be so much easier for users to have only missed ones highlighted.
Better yet, to have the missed fields brought to the top of the list just like it does when the required field is in another key field tab.
if you have a Tab with almost 100 fields, it is aggravating to the user to try and find the missed field.
3 votes -
Liv Pure Weight Loss Tablets
Sigh? Posolutely, it's fouled up although that column dealt with Fat Burner. You have to do this manually. Last of all, I have noticed over the last year a Weight Loss Gummies that performs an affectation for a Weight Loss Gummies. This should answer your questions on why you want Fat Burner if this stuck to small baby steps. Fat Burner is not treated fairly. Of course, you will get what you paid for. There are many arrangements to skin a cat.
1 vote -
Multi-user interactions
We often do multi-user video meetings and want to save the call history to an interaction for each of them. It would be very helpful to be able to global edit an interaction or introduce a multi-user list (like the appointment dialog) so we can save this record multiple times with one entry.
6 votes -
Maximizer Extenstion for Outlook Calendar
I would like to have a one click solution to attached a calendar entry as a meeting from Outlook's calendar to Maximizer's caleandar.
Background: It's too time consuming to add every appointment to the maximizer calandar ... especially when doing zoom meeting and entering location information. Bottom line is that Outlook's Calendar function is much faster and easier to use and integrates with iOS as well. SO... it would be amazing if you coulud click on a calendar entry in outlook and click a "maximizer" icon that would allow you to attached that to a contact ..which would in turn…
3 votes -
Interactions - option to not save emails
Emails now save to Interactions, rather than Documents. With this change, the option to NOT save emails was removed.
Could this feature be re-added? If not as a personal preference then as an option to be enabled by an Administrator.
3 votes -
Deleting group appointments warning
If a user is part of a group appointment, and that user has access to modify all users calendars, the user is able to delete this appointment. The delete covers their own appointment and those of all other attendees. We suggest that a warning be included to let users know that when they delete this appointment from their calendar it will also be removed from the other attendees. HQ-256250
9 votes -
Right Click -> add to campaign
Please re-add the ability to add a subscriber to a campaign via the addressbook (right click, Add to campaign and/or an option in the actions menu).
3 votes -
Opportunity Duplicate Checking.
Add a "Find Duplicates in List" to the Opportunity window with identical functionality to the option already in the addressbook window.
1 vote -
Alternate address Phone numbers
Add a Phone Number field to alternate addresses.
Often we will have companies with a number of alternate addresses/Offices but no way to store separate phone numbers for different sites1 vote -
Globel edit Managed/Won accounts from in progress
When we have blocks of busness transferred to our firm all the accounts come in as in progress, we used to have the ability to global edit those and change to Managed accounts or Won - that option has been taken away. I would like that to be brought back. This also happened when we transferred from Act database to Maximizer i am sill going through my accounts that state in progress to individually change them to Managed. It is a lot of work.
1 vote -
Bulk Hotlist Task Set up
It would be great if you could select multiple individuals and schedule individual hotlist tasks (all for the same time), all at once rather than having to go to each one and schedule individually.
4 votes -
Timeline - Option to include future activities
The timeline is a great tool however would really like the option to also show future activities in this list. We have multiple contract employees dealing with new clients for training sessions so the timeline being able to show all upcoming appointments would be great to see at a glance instead of having to run a report every time.
Something as simple as an option to include future entries would be sufficient.
6 votes -
HTML editor for non-campaign emails
Please add an HTML tab to the Compose Email dialog, similar to the campaign email editor.
Currently items like redirect links are hard to use as you cannot use the link editor to change the visible text (as it removes spaces from the "[...]" breaking it), an HTML editor would fix this issue, and make other changes to the outgoing email and it's functionality possible.3 votes -
Rollout of Quick Access search icons to users/groups.
Please add a method to rollout Quick Access icons/searches to multiple users.
Currently if you create a common Quick Access search (eg account number), the quick access icon needs manually installing by each user individually.5 votes -
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 -
Automatic incrementing field type
A field type that when added to a client has the next available number.
Ideally starts on null like the Yes/No field (unless set as part of a default record), and if selected populates with the next available number.
Option for number of digits (to pad with 0's eg 00004) and start value.
Needed for creating user friendly client ID's etc3 votes
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