In older versions when you attached an email to Maximizer, the BCC recipients were not included in the email attachment display. For reasons of confidentiality, that is why BCC is used. Please let us choose to shut that OFF.

Please allow UDF to carry over with entry of a company address. Too much work to do separately

Column View only shows Company Phone numbers, not Contacts numbers. When selecting a opportunity you cannot view the contacts phone/cell number in the Main Opportunity window as it only pulls up the company numbers.

When I select and send a specif email template, I would like the Document Category to auto-update based on the email template that I've sent.

For example:
If i choose any of my appointment email templates ('Appointment in person', 'Appointment over the phone' etc), I want the document category to have automatically updated to Appointments.

There would be a relationship between the email template and the Document Category

Staff often forget to update the Document Category, therefore, having it populate automatically, would improve data quality.

This would also be ideal when sending mass emails too.

Add a "Search leads" option when using the Outlook add-in "Save to Lead" function, for saving an email to an existing lead where the email addresses do not match. Similar to when saving to contacts, opportunities and cases.

The Coloring Rules setup dialog needs to be similar in functionality to the Column Setup / Search Catalog dialog screens. It needs the "Show All" / "Show Mine" toggle and the Full Access / Read Access values need to be visible in the grid. It's impossible to quickly determine details about a Coloring Rule setup without drilling down into each rule separately.

The client has offices across the country. There are times when a Toronto staffer is planning to visit the Vancouver office, and wants to create a meeting request within Maximizer that is set for Pacific time for all the invitees he wants to add out there. Currently, if the meeting is made within Maximizer, he can’t set the time in Pacific time.

Outlook handles this by allowing for the selection of the time zone for each individual meeting.

If you have a UDF with the same name as a system field, then try to use it in a Formula field, the UDF won't be used if it is in the root folder - it will always use the system field.

I suggest either of 2 possible changes:

Firstly, change the way fields are referenced in formulas to use a unique identifier. That way the correct field always gets used.

Or secondly, adding a duplicate check when creating UDFs to at least make the user aware that creating a matching field can cause issues.

In the Web Access Administrator, the Key Fields maintenance grid only shows 2 columns:

Name
Requested By

This can be easily expanded to also display:

Full Access
Read Access
Description
Applies to Modules
Creation Date
Created By
Currently, it's impossible to quickly review this information. You have to manually drill-down into each list. With more than 60 lists defined in the database, doing any meaningful analysis is next to impossible.

I'm in the process of setting up some action plans and would like to assign some tasks to groups of people, rather than just 1 person. it would be great if you could assign tasks to a "Teams" or "Division" or similar. also if someone was to leave or change position you could just update the team or division and the tasks would be reassigned.

I'm quite surprised that Maximizer doesn't even have this as a current idea.

Most web based systems have some form of 2 factor authentication.

I would like to see Maximizer follow suit so we can leverage something like DUO - https://duo.com or even Google Authentication for tighter security around our CRM logins.

Currently, when the user setup grid in the Web Administrator module is sorted on any column other than "user id" the sort is lost when returning to the grid after editing a user's details. The grid needs to retain the sort order between user edit operations.

It's incredibly slow and painful to continue to have to re-sort the grid when making many changes to a specific group / department of users.

Currently, the "Team Leader" will show a list of *all* members of the Sales Team, even those that are limited to "audit" permissions.

In many cases, users from other departments need to be granted access to the Opportunities functionality, but they are not "active" members of the Team and should therefore not be listed in any of the various drop-downs in the UI.

I believe the existing "audit" role can be used to accomplish this limitation without requiring significant reprogramming of functionality.

This would go a long way towards keeping the UI as clutter-free as possible.

With each change in sales leadership in an organization comes a change in Sales Team makeup and distribution. Currently, there is no way to "retire" a Sales Team to preserve it for historical purposes without it continuing to clutter the various drop-downs in the UI.

There needs to be some capability to "retire" a team so that it can no longer be assigned to new Opportunities while still allowing it to be available for historical searching / reporting purposes.

With the advent of large-screen monitors, the access rights UI for Users and Security Groups should be updated to take advantage of the full width of the screen.

All permissions, privileges, and roles should be visible without having to scroll. It would make reviewing permissions much faster and accurate.

In the Address Book, the Full Access and Read Access fields support multiple Security Groups. This needs to be extended to:

UDF Setups
Column Setups
Search Catalogs
Notes

This would significantly decrease Security Group complexity where users from multiple departments require access to the same UDF.