A minor point is that the Maximizer Add-in Tab in Outlook says just that "Add-in", unlike Norton and some other programs which create their own tab with the name of the application rather than just using the default Add-in tab. It is impossible to change the Tab name to Maximizer from Outlook options so perhaphs you might like to give the tab a better name? - comment based on user feedback.

Tools > Graphing states there is "Not Enough Data" whenever I try to graph Case Reason or Type.

When compared to the dashboards available in the on-premise versions of Maximizer CRM, CRM Live has a major missing piece in the dashboard department.

In Maximizer CRM 11 & 12, we have the capacity to use Search Catalogs, Activities or SQL Metrics to create Dashboards. In Maximizer CRM Live, we can only use Search Catalogs & Activities. So we cannot do dashboard indicators on Notes Created,etc.

Enable the ability to create recurring appointments in mobile products.

The 4MB limit for web access uploads is too small for many customers who wish to load larger documents and emails with attachments. The Maximum upload size needs to be configurable by the administrator - possibly on a per user basis.

When validating emails, the validator is allowing badly formed addresses.

ex: Doe, John <johndoe@nowhere.com>
Bobo the clown [bobo@nowhere.com]
john.doe@go>nowhere.com

In checking, these pass validation, and they cause the campaign to suspend! The third email example even includes characters that are invalid in the domain.

We create appointments for internal staff during setup of campaigns as a reminder they are instructing the event. When we cancel an event we need to be able to remove the appointment.

I understand automating this would be too complex, but having Max track the appointments created within a campaign and able to recall said appointments would be a useful way of allowing us to do this manually.

Due to the age of some of our data, campaigns sometimes get Suspended by Service because of old problems in individuals or for other reasons. Searching for these campaigns currently requires a manual search of all active and completed campaigns. With several hundred campaigns scheduled this year, that is not feasible.

How about adding the ability to search through campaign notes? We can do it in the address book, why not here? This would be EXTREMELY helpful when we have problems with some of our campaigns, as we now are running several hundred per year.

Currently we import custom campaign templates developed using Dreamweaver. If we open and modify any of these templates in the internal editor, the source is re-formatted, breaking UDF template fields onto multiple lines. This completely breaks the template for the Campaign services and prevents the fields from being filled.

When selecting a contact & creating a document (merging information from the database into Maximizer Editor) Company fields should be available to select.
Example: Company account number.
The contact's details need to appear on the selected template, but the company account number needs to also appear (but this field is only edited in the company profile.)

This way one can create an iframe tab just like the social network one based on a custom dynamic URL.

E.g. http://sharepoint.ourserver.com/shared documents/{company name} will open all the SharePoint folder for this client.

Have the ability to choose user interface language per user in Web Access. At the moment you can only have one language per addressbook. This doesn't work for people sharing an addressbook in different countries. Need the ability to use one web access site and select language per user.

Many of the actions and especially unexpected or failing behaviour is not tracked in the log files for each module. This is especially so with the Web and Mobile access versions. This makes it very hard for administrators to troubleshoot issues do to specific sets of causes.

Currently, you can only graph by days.

Formula fields are very useful but are often rather restricted in their capability by the script language.

It would be good if they were based on an established script laguage such as java script or VBscript. Failing this, provide an API to enable .Net based user functions to be invoked that can be passed parameters and return one of the current valid data types.

Currently there are a few more steps to categorize the email after you have sent it. If you could do this all in one step it would make the process much more efficient.