If the sent/received date of an email saved to Maximizer is more recent than the contact's Date last contacted value, update the value, matching on email address in the Address Book regardless of what type of entry the email was saved to.

In a new database there are security groups that appear to be redundant now, for example "Crystal Reports Users". Can you simplify by not creating these in new address books?

As a manager i would like history of my staff's login, including if i can see them logged in currently. A report that you can view a specific period of login in and login out.

The Outlook Integration can synchronise re-occurring appointments, but only if an end date is included.

If not then it causes problems, either the appointments won't sync (other than the first one) or the subsequent appointments can be deleted in Outlook (if Maximizer Override is selected).

It would be good to have a warning included that comes up if reoccurring appointments are started without an end date, otherwise users might be oblivious to this problem.

In the Custom Tab, the Documents widget doesn't have the 'show all' option. Would be good to have that or to follow the setting in the normal documents tab.

Have the ability to use the email address as the username.

I can associate a column view with a catalog search result but I cannot associate a Key Field view with the search result.

I have a catalog search, I can associate the column view with that search result but the Key Fields are not sticky. I would like to have multiple catalog searches and assign each one its own column view and key field listing so that the person entering the information will always see the same key field list every time they pull up that catalog search.

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We are able to create conditional mandatory fields on UDFs. What about system fields like First Name, Last Name and Email Address? All three are required for Sync with MailChimp = Yes.

Example - I want to force First, Last and Email to be mandatory if Sync with MailChimp = Yes.

Please add the add in for excel so i can add excel documents in my address book and save in that window rather than download and save and up load. version control is a nightmare

When completing a recurring appointment the user is prompted as follows:

'Do you want to change the "complete" status of all the other occurences of this recurring appointment?'

OK Cancel

We request that the buttons be Yes and No rather than OK and Cancel. The current labels are not intuitive.

When deleting a Contact I have inadvertently deleted the whole company record.
The only way to recover the record is to have my Maximizer Consultant recover the backup then re-mount the entire database before he can transfer the record at a cost of almost $700.
An Un-Delete option is the solution to this expensive inconvenient issue. Daria was planning this enhancement in 2016, has there been progress??

I use Maximizer on the road and want to update the 'prospect' list immediately after a call rather than in the hotel at night. It's easier to use the iPad in the car rather than the laptop. But mobile app does not include the Leads module. Please amend this as a priority

We really need you to integrate with address standardization software.

Adding Calendy App for setting up meeting would be very helpful.

Thanks

Ability to modify Lead Source list so we can segment leads by things such as a specific source such as a trade show so we can market to them directly via the Mail Chimp Integration

When I convert a lead to an opportunity it would be helpful to see the notes from when I worked with that prospect before they were converted into an opportunity

I would love to be able to sort my leads in the Leads Module by date last contacted so I can see who I haven't reached out to in a while.