Being able to automatically link the attendee's listed in my outlook calendar to the attendees in maximizer (assuming they are already contacts in the address book) would be an ideal feature as it would add an extra link between modules without having to manually update the maximizer meeting.

The following error has occurred previously when using the Outlook integration:

'Logged into the server successfully, but there was an unknown error processing this request.'

This error has come up on a least a couple of occasions - saving email to Maximizer, or when just accessing Preferences - but it doesn't make it clear what the problem may be.

Could the error handling be adjusted in a future update to eliminate this sort of error?

Ability to customize vie win mobile app, customer service case view

This is growing fast and I have had this for five years so far. Good service and customer support.

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.

Hi Maximizer,

Is there a way to create an automated texting feature within Maximizer to follow up or remind clients about appointments.

This would be a great feature. Or would this be done using Zappier?

Thanks for the consideration.

http://www.marabellafinance.com

(760) 803-6464

Chris Marabella - Marabella Commercial Finance

Hi Maximizer,

I think it is rather cumbersome if you are in an invididual record (address book tab) and you have to click on Email Campaign just to enter someone into an Email Campaign Template. In some of the older versions of maximizer you were able to enter someone in though pushing a button in address book and selecting the individual.

This was much more convienent.

Thanks for considering my suggestion.

http://www.marabellafinance.com

Cell (760) 803-6464

Resectfully,

Chris Marabella - Marabella Commercial Finance, Inc.

When using the Leads module you can Convert the entry to an Address Book entry.

When doing so you are presented the option to create an Opportunity at the same time. There is also the check box available for 'Do Not Create Opportunity'.

However, there is no option to enable this checkbox by default. This would be useful if you are a business that either doesn't use the Opportunity module, or creates Opportunities manually at a later time.

It would be great if we could either update the name in the Associated Entry column in Notes or be able to move it - sometimes things get placed in the wrong area or under the wrong name - it is extremely time consuming and tedious to have to move each one by re-entering all that info!

It is currently possible to add an appointment when a Customer Service case is selected.

However, you can't view the Calendar directly when adding an appointment like this.

This would be useful, for example, when trying to schedule appointments for engineers. Another simple example is just trying to schedule something for your own day - you may want to view the Calendar to see how the day is shaping up in general.

This was a feature of Maximizer previously but was lost in the move to Web Access.

The suggestion is for this feature to be returned.

I would like to be able to:
- Synchronize contacts TO outlook, i never want an outlook contact synced back from maximizer as that seems troublesome .
- Synchronize Calendar Entries Between outlook and maximizer. Mostly we do calendars in outlook, occasionally edit in maximizer.

The two options for attaching a document/email (in the Documents section or Outlook integration) require you to choose or lookup companies one at a time. It would be nice to pull up a list in the Address Book and attach the document to all those facilities at one time through a function like Global Edit.

In order to remove an Opportunity one must go to Edit and then Delete. When the Delete option is selected there is a Pop-up that says that deleting will cause all of the information to be deleted. It needs to be modified to state that if it is an Opportunity that you are deleting that the information for the Contact will not be deleted. It is very confusing the way it is now.

I run a camping booking system on Maximizer. It would be great to be able after keying in the booking days to search and/or read off arrival days for my customers by the day (text) and not by a numeric.
eg. Arrive: Monday, 26 October 2020, instead of 26October2020. Small issue I know but for me it would be very helpful better able to visualize. :) Tks Ben Barton Mt Barney Wilderness Camping www.mtbarney.com.au

instant live video chat for websites

It would be great if we could add colour to a UDF output.

I have an IF formula that mathmatically checks 2 numeric UDF's to ensure that they have the same value and outputs "PASS" or "FAIL" depending on result.

I would like to be able to colour the "FAIL" red so that it stands out in the KEY Field allowing my team spot the "FAIL" more easily.

Hope this gets lots of votes!!