Holiday Editor. I use to be able to edit holidays on the calendar. I can't do this anymore - plus... the old ones I added years ago cannot be removed! Please can we have the Holiday Editor back.

When combining a company, the opportunities lose their original created date and user. As well, there is no specific note regarding the merge process that took place. The original creator and data information are very important and should not be changed when a company is merged.

The ability to view contact fields in the address book column setups and company fields in the contact column setups

can we actually have a way of putting all searches into different folders!

It gets frustrating going through one giant list

When sending out a mass email, separately so each individual gets their own, there is no way to cc or bcc anyone. It would be great if this feature were possible - so the contact that is cc'd can be copied on all the emails that were sent out separately and be able to keep up with those clients.

Would it be possible for the Notification Manager to monitor the Opportunity Stage field?

Within Maximizer it seems like you are not able to search by just Area Codes as when you do it will also search for numbers that has the area code anywhere within the number.

It would be nice to have that ability in order to sort certain clients in the database

Since the recent update to Maximizer 2019 you could use custom column setups when searching for contacts / companies.

Like
- Add opportunity contact
- Add opportunity competitors
- Add opportunity partners
- Add case contact

For some customers the basic fields in the default column view used in this dialog are not enough to find the correct record

The new leads module is great, however leads have to be manually entered or come from the upload of a list (CSV etc). Integrating the lead module and web-to-lead functionality would be a logical next step so that web leads automatically enter the lead module for handling (assigning, tracking, reporting etc). In it's current state it doesn't really benefit my firm but would greatly improve our process and lead tracking if this functionality were there.

I believe that the Date fields are stored including the time, but only presented as dates whenever shown. It would be handy if a Date UDF could have an option to also display the time component

A client has a need to create Opps thru the API but can't relate this back to the Campaign that originated the Opp as the API doesn't give access to the Campaign ID field

Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer there, company out of business. Otherwise you could have sales reps removing viable company information all because they don't want to call. .

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.