Integrating Maximizer as one of Prontoforms Data sources. Would be great if this would be implemented to make form flow and customer management process smoother.

We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.

How is it that we can simply type in Christian and Last name when creating an Appointment to search for an Individual or Contact.
Yet we can't do the same in the Addressbook search box?
The fastest way by far of locating a contact or individual is to type Christian and Last name which will always have the least duplicates.
Can the Addressbook search box get the Appointment functionality?

during our busy time of the year.. we tend to have up to 700 clients per month to contact. as of right now.. there is a character limit for the To: , BCC, or CC . would be nice to have this unlimited which will allow us to send as many client an email at a time.

Hotlist search by keyword in all fields

Should have more features to customize the reminder emails sent to clients. option to add and remove difference options to better customize our templates

A way they we can customize the calendar templates to go along with the icon we assign to the appointment

Notes printed from Customer Service cases should include the CS Case number field in the printout. Currently when printed, the CS notes and contact notes look the same. In the event you pass the printed note to an admin they may not realize that that the note relates to a CS Case. This results in wasted time.

The new Alerts are useful - but the list of things you can trigger an alert on is missing the Do Not Solicit by field.

This would let you show an alert every time someone unsubscribes

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.