When sending emails to clients through Maximizer, there is no functionality to include a fellow user as recipient. You have to remember and then type the full email address. There is no way to search for users and add them as CC or BCC.

Please add this so we can work easier as a team.

We print forms for our estimators to hand write quotes while visiting clients. We currently have to go back and forth from calendar to address book until all the appointments are listed. Then we can send them to the printer or export them to excel to import into Google maps.

I would like an option to select all the appointments and then have an option to "Select all Entries in Address Book"

This would then find the address book entries and display the selected entries in a new list.

Partner portal dashboard :

Please enable the basic dashboard for Partners which is required.This will help them to forecast and work on the pipelines.

In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners

Automate emails to individuals (not lists).based on their individual activity date. (multiple emails over time leading up to their activity date) Pick the template and schedule the send.
What is not productive is taking the time to schedule an activity for a human to physically come back at a later date for the human do the email. Thanks for all you do at mazimizer.
Campaings are clunky and cumbersome.

I suggest a warning be issued when using an email for an address book entry flagged as a partner so that it doesn't accidently link data together that probably shouldn't be.

When using outlook integration in the leads Module, it would be useful to have a look up to find Leads that 3rd party emails can be saved to. Currently only emails matching the email address in the lead can be saved. Many leads have 3rd parties and it would be useful to save that info into the appropriate lead

When converting a lead to an opportunity it would be helpful to be able to specify where emails, docs and notes are stored - either at address book or in opportunity.
Many sales enquiries need to be verified before converting to Opps but once verified the emails docs etc should be accessible for a particular Opp.

voice over text option for Maximizer - desk top version.

It would be desirable to restrict access to the Live system outside work hours eg from home, to reduce the chance of a disgruntled employee being able to take screen shots etc to take with them to a new job. In the Calendar/Hotlist Preferences page we currently have Work Hours & Work Days which could form the basis of this, simply with the addition of an option to "Restrict access to work days/hours".

Add a refresh button to the Calendar, so that if appointments are synchronised you don't need to navigate away and then back to see the appointment.

When trying to save an email in outlook to a specific opportunity - I click save to maximizer - save to opportunity.
Now it wants me to search by last name or company name.
But - many of my opportunities have many different companies involved.
So - why not have the search box bring up a place to enter the Opportunity Name - which would save so much time if we don't remember the exact company that started it all?
It's an opportunity search - simplistic would be searching by opportunity name and nothing else.
Thank you

Add 'Jan this year' 'Feb this year' etc to rolling date range in advanced search.

A list of prospects in Seamless.ai can be imported into Maximizer CRM. Set up company and then a contact within that company. Check if company already exists before setting up a new company record.

Currently, when campaign emails get sent out, it's possible to add a CC recipient, but it's static.

A lot of the time, the contact may have multiple emails listed in their contact information - sometimes their assistant's email may be listed there.

It would be great if a single email notification went out to the contact's primary listed email, but then also allow for adding secondory/tertiary contact emails as cc recipients.

Default entries are a powerful way of improving data quality. It would be great to have the option to set defaults for Lead entries

I need to give access to certain users to excel export their opportunity or service case, but want to restrict address book download. I need to have a track on user level data export to excel.

1. Outlook plugin should have option to capture resource and tag Customer.
2. Activity report in dashboard.