We have many different processes for the firm. When we create a new case, we always tag it with a specific "Products / Services" selection. We want that to automatically link to Knowledge Base articles connected to the same "Products / Services" (or "Categories")

Then, the "view in knowledge base" button on a case can link to the how-to article that is appropriate for it.

Thanks

When in the Address Book View need to Be able to view who has current Opportunities (need to be able to add the udf of opportunity status in the address book view)

Opening Word documents from Maximizer and then saving those documents back in to Maximizer using the Microsoft Word add in doesn’t carry over the Category field from the document that was originally opened.

The new Leads Management Module is a big step forward ! Maximizer becomes modern and intuitive for users !
To have more flexibility, we should be able to create UDF on Leads and map these fields to UDF on Contacts/Companies/Opportunities.

Zapier integration with the new leads module is currently not available, would be great to add this endpoint for the leads module for integrations moving forward.

It would be very usefull for our customers to have the limit of 20 entries to show on the on the open street map option in Maximizer raised to 100+ entries.

Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab

When printing a note report directly from the notes tab, the output groups notes by contact. If a customer wishes to see a continuous timeline, this report is out of order. We see the notes for contact1 then for contact2 then for the company or household, but the most recent or oldest note can be in any one of these three buckets. This makes the report output much less useful for users trying to figure out what has happened recently. We need a format option to NOT group by contact/company/household.

When sending an email to a list, particularly with Households, sometimes by request, multiple recipients will share an email address, so then they get 5 of the same email. It would be great to be able to detect when multiple records in a list have the same email address, then option and catalog those preferences.

This would allow households to receive the email only once.

In Windows Access, the Hotlist Activity field was transferred to the Call Subject. In Web Access, this does not occur.

Please add this feature to Web Access, it would save tens of thousands of clicks every month: open Hotlist, copy activity, paste into subject field, etc.

Thanks very much,

John

So being able to actual run reports and advanced searches from the calendar!

So you can actually run a date and time report of meetings and all the fields within a meeting

we have to create udfs and so many work arounds to make this work when having a calendar advanced search and being to build dashboards from those fields would be amazing!

using more than one field at the same time!

Leads Module is great but I notice there is no option to add an action plan only a task or appointment. would be nice if we had that ability to do that.

In the new Leads section, when exporting the information to excel, it does not include the email address. Only the phone number. Can this be added?

I noticed that there is no way to upload a folder into 'Add a Document'. When I am looking through hundreds of files under a contact/individual's address book entry, I would enjoy having everything organized into folders, making it easier to find.
Is it possible to add that feature? Or perhaps integrating Dropbox so that a third party could take the brunt end of the storage space.
Let me know if this makes sense, or if there is a way to upload folders and I have missed it...Thank you

Currently, you can only save an email to an Opportunity in the desktop version of Outlook using the Maximizer tab.

It's not possible to do this using the Outlook integration in the App Directory - please can we have this functionality as non-Windows Office 365 users rely on the App to integrate emails with Maximizer.