suggestions.maximizer.comFeature Suggestions for Maximizer CRM: New (2001 ideas) – Customer Feedback for Maximizer CRM

Feature Suggestions for Maximizer CRM Your votes COUNT ! We have finished a number of ideas already. Many are being considered and worked on. More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you! How would you like us to improve your product? You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas. There are two ways to get more votes: When an admin closes an idea you've voted on, you'll get your votes back from that idea. You can remove your votes from an open idea you support. To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas". More info… enter your ideas here... (thinking…) Reset Enter your idea and we'll search to see if someone has already suggested it. If a similar idea already exists, you can support and comment on it. If it doesn't exist, you can post your idea so others can support it. Enter your idea and we'll search to see if someone has already suggested it. Category (optional) Business Intelligence - Reports & Dashboards Calendar Contact Management Customer Service Customizations - Labels, Icons, Display Developer APIs Document Management Email Integration with other Applications Marketing Campaigns Maximizer CRM Live Mobile Others Sales Opportunities Task Management Usability - User Experience Web Access Describe your idea… (optional) Remove Attach a File 1 2 3 votes Sign in prestine Your name Your email address (thinking…) Password Sign in with: Facebook Google Forgot password? Create a password I agree to the terms of service Signed in as ( Sign out ) Close Close Post idea Cancel Submitting... Vote for an existing idea ( ) or Post a new idea… Hot ideas Top ideas New ideas Category Business Intelligence - Reports & Dashboards (58) Calendar (137) Contact Management (178) Customer Service (68) Customizations - Labels, Icons, Display (51) Developer APIs (36) Document Management (64) Email (170) Integration with other Applications (128) Marketing Campaigns (68) Maximizer CRM Live (149) Mobile (2) Others (99) Sales Opportunities (94) Task Management (78) Usability - User Experience (229) Web Access (190) Status under review (21) planned (18) started (2) implemented (20) pending (5) released (51) declined (20) My feedback Auto logging of phone calls from Mobile App When using the Maximizer app from smart phone to dial a number, create a note logging the phone call for that contact. 1 vote Vote Vote Vote Vote Sign in prestine Your name Your email address (thinking…) Password Sign in with: Facebook Google Forgot password? Create a password I agree to the terms of service Signed in as ( Sign out ) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Flag idea as inappropriate… Flag idea as inappropriate… · Edit… · Delete… · Admin → Standard procedures. Address book entry can just be the start of a procedure to add a new customer. There might be visits to arrange, emails to be sent, opportunity's to create, letters to be mailed etc. All of which could appear on a check list to ensure fullness of data. Some tasks may need to be carried out later than the initial entry, But NOT time and date stamped to reflect the reality of administration. A pull down list of customisable "Active procedures" would enable anyone to cover in a colleague's absence and ensure that correct company procedure was followed. The task list would be customisable and each task could be ticked when completed. Address book entry can just be the start of a procedure to add a new customer. There might be visits to arrange, emails to be sent, opportunity's to create, letters to be mailed etc. All of which could appear on a check list to ensure fullness of data. Some tasks may need to be carried out later than the initial entry, But NOT time and date stamped to reflect the reality of administration. A pull down list of customisable "Active procedures" would enable anyone to cover in a colleague's absence and ensure that correct company procedure was followed. The task… more 1 vote Vote Vote Vote Vote Sign in prestine Your name Your email address (thinking…) Password Sign in with: Facebook Google Forgot password? Create a password I agree to the terms of service Signed in as ( Sign out ) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Contact Management · Flag idea as inappropriate… Flag idea as inappropriate… · Edit… · Delete… · Admin → Make the Leads section useful. While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note. Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact but you cannot assign a Lead to the same contact. This then requires you to add the same info you already have more than once, which makes no sense. Lastly, if this does get straightened out, and attached documents and notes will need to get transferred to an opportunity should one be developed. While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note. Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact… more 3 votes Vote Vote Vote Vote Sign in prestine Your name Your email address (thinking…) Password Sign in with: Facebook Google Forgot password? Create a password I agree to the terms of service Signed in as ( Sign out ) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 1 comment · Contact Management · Flag idea as inappropriate… Flag idea as inappropriate… · Delete… · Admin → mandatory fields - Opportunity Stage The Stage field is missing as a value to include in conditional mandatory fields. Having other User Defined Fields based on what Stage an Opportunity is at really makes logical sense, so as something progresses and a user moves the opportunity along we want to collect different information e.g. Stage = Quote THEN UDF Quote Number & Quote Sent Date become mandatory. Is there any way this can be introduced as a field to select from, has been requested a few times from our user base across different business types. Thanks 3 votes Vote Vote Vote Vote Sign in prestine Your name Your email address (thinking…) Password Sign in with: Facebook Google Forgot password? Create a password I agree to the terms of service Signed in as ( Sign out ) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Sales Opportunities · Flag idea as inappropriate… Flag idea as inappropriate… · Edit… · Delete… · Admin → transfer files between contacts sometimes erroneously add file to the wrong contact - would like to be able to simply move vs delete and repost 1 vote Vote Vote Vote Vote Sign in prestine Your name Your email address (thinking…) Password Sign in with: Facebook Google Forgot password? Create a password I agree to the terms of service Signed in as ( Sign out ) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Contact Management · Flag idea as inappropriate… Flag idea as inappropriate… · Edit… · Delete… · Admin → Integrations with WhatsApp and instagram You can add a widget window that allows to add chats with whatsapp and instagram 2 votes Vote Vote Vote Vote Sign in prestine...