Feature Suggestions for Maximizer Mobile (Native)
68 results found
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Mobile appointment invitation
Provide the option to send a meeting invitation and reminder email to the attendees and users when creating an appointment in the mobile app.
1 voteupvote this if required
currently the app will allow you to email the attendees after the appt has been created, however there is no 'invite' email at this time
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1 vote
big challenge here. Upvote this
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Show the day of the week when you enter new apppointments
When entering a future appointment I can see the month and date and time but I can’t tell if this date is a Monday or a Tuesday or a Wednesday etc. I am often looking for the last Friday in the month or want to avoid a weekend and have to go out of the app to find out what day if the week the date falls on or vice versa.
1 votewe'll see what we can do...sounds simple enough!
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Ability to Opt People into Maximizer Campaign Template Email on Cell Phone Easier
Hi Maximizer,
I think that the mobile application is hard to move around in. I really don't like the interface and it is glitchy.
Also the main reason I would use the mobile application is add new clients to an automated campaign when I am on the road or out of the office in an easy manner.
Is this possible?
http://www.marabellafinance.com
(760) 479-0800
Thanks for considering my suggestion.
Chris Marabella - Marabella Commercial Finance, Inc.
1 voteupvote this idea if campaigns are something you want in the mobile app
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Users to set colours
Allow users to set their own calendar colours on their phones. The available colours are too dark and hard to read
1 votenot at this time. the only options are the dark or light modes of the app
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Maximizer App to allow calling from other phone apps
We utilize a VOIP office phone system called 3CX. This system has an app on our iPhones and we are able to call from it and it reads on the call display to the person that is receiving the call as if we are calling from our office phone number.
If we are in the Maximizer app, inside a client record and click the phone number hyperlink, it gives 2 options “Call with Phone” or “Send a text message”.
When I click call from phone it defaults to call from my cell phone number using the default iPhone calling app.
…
2 votes -
For mobile app, ability to see photos attached to a contact.
Ability to see a photo attached to a contact. When I am meeting a person that I don't often see, it is helpful to see their pic before the meeting so I can positively identify them.
1 vote -
Maximizer App - Push Notifications
It would be good to have notifications come through on the mobile app and show a brief preview of task/appointment without having to log in and check the app all the time. Handy if somebody is on the road and have multiple appointments or tasks that day, a quick reminder can help people keep on schedule.
3 votesneed to look into a notification/event server to coordinate with the mobile stores so that user are not inundated with repeat notifications and lose there purpose and appeal
upvote this to get traction
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Delete appointments
Provide the ability to delete appointments in the mobile app.
1 voteupvote this.... is there anything else we should consider to allow deletion of?
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Access company library in mobile app
Would be great if we could access our company library documents on the mobile app instead of having to open laptop.
1 vote2022r1 will have access to the company library
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Mobile email reminder
Provide a prompt to send an email to attendees when an appointment is modified and to send a reminder email to attendees.
1 vote -
Provide documention
Provide documention/user guide for the mobile app
1 vote -
Phone number format
Honour the desktop phone number format when editing records in the mobile app. If your desktop shows the number as +1 (999) 999-9999 leave it as is. Do not change it to 9999999999.
1 vote -
Issues with Search functionality of opportunities or accounts in Mobile Application!
The search functionality in the Mobile Application of Maximizer has a lot to be desired. To being with it does not give correct results even if the choices are accurate.
Then the choices for the Sales Process don't show up just like other fields
The results that you get when you make the same choices twice are inconsistent
Also, there is no functionality to save searches.
One should be able to search for opportunities or accounts on the go and hence this functionality in the mobile applications should be prioritized.1 vote- inconsistent results between WebAccess and the Mobile app have been improved
- currently working on retrieving search catalogs in the mobile app
- saving mobile searches back to webaccess is not on the roadmap
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Dashboards
Allow dashboards on mobile
Also redesign the archaic weird design of the dashboards which make it impossible for consistent sizing.3 votesinsights is available on the app
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geotagging
Would be good to log the actual GPS position of the sales person when they complete an appointment
1 votedeclining this as there has been votes/comments in 3yrs
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Save emails to a contact from device
The ability to respond to emails from the device and have them save to maximizer is essential. Otherwise having to go to full web version to log emails is a cumbersome work around.
Thanks for asking.6 votesyep, totally agree! got some other things to get done before this.
will keep you posted on its progress -
Missing from old app
For sales on road , new app missing library and documents. Important
1 voteGreat suggestion. maybe hook up to other cloud storage too? google drive? drop box? etc
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Reply to mobile email
Currently you can only view saved emails in the mobile client. I suggest adding the ability to reply or forward emails as well.
4 votes -
Maximizer Mobile - Create Mobile Forms
Create a new function in Maximizer Mobile - Create Forms. Forms are being used more and more these days being Google Forms and other Mobile apps. I think this would open up a great new feature for Maximizer Mobile and it would be great if it's also accessible via Maximizer Web. Creating a new Icon in Max Mobile called Forms. With this you can create forms with existing UDFs in Maximizer or create new ones. We have received a few requests for service techs in the field to be able to create a service tickets and capture signatures for the…
4 votesthere is a lot here in this idea...
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