Most smartphones can now have Excel on them so is it feasible please to be able to utilise the new Quotes feature in Maxmobileaccess?

We would like to see a custom note filter (like the one that existed in the Windows product) which makes it possible for a user to search notes by text and date range for an existing list in the address book window.

In earlier versions of Maximizer, there was button that allowed the user to link a new appointment to the current addressbook entry. This option in not in the recent versions (2018+)

Currently you can only view saved emails in the mobile client. I suggest adding the ability to reply or forward emails as well.

We have had a few requests to have better "Date Last Contacted" information
Ideally can we get a set of automatically updated date fields for "Last Emailed", "last appointment", "last phoned" etc as well as the umbrella "Last Contacted" field.

When you are working with Global Edit feature in Opportunities you cannot set the Campaign value, the old version (legacy) has this feature.

An easy win for ya! =D

When doing a global edit, a warning showing "You are about to edit X records" would save support headaches and make for nice UX.

I've had clients not select any records, or only a subset, and wonder why the global edit didn't work.

Thanks!

If there is only one sales process in the database then an existing opportunity that uses it cannot have it removed, i.e. un-set to empty. If there are two or more sales processes in the database then an existing opportunity that uses either can have it removed.

In databases with a single sales process, if a new stage is added to that sales process then it is not possible to edit this revised sales process onto an existing opportunity because of the lack of the un-set option.

please ad a read receipt feature on the e-mail / webmail

Trying to create a Column View in Hotlist that mimics the old Calendar Report that you could download on the Windows client.

I am able to select the Date field and the End Time field but not the Start Time field - it's not in the list. There's a Time field available, but this only applies to Hotlist tasks.

Please can we add the Start Time field to the list of available fields?

If a user unsubscribes in MailChimp then they are removed from synchronization, but there is no way to tell in Maximizer if that user unsubscribed.

This could be a problem with GDPR now in place.

E.g. A marketing agency uses MailChimp but the sales team email from within Maximizer. If a user unsubscribes then they may still receive mail from the sales team that isn't wanted.

Please add a feature to allow the 'Unsubscribe' in MailChimp to synchronize with Maximizer.

When completing an appointment, the logged note should include the long text Description field of the Appointment. This is sent in the email notification but is not written to the logged note on the contact.

we regularly use "to dos" that are more than 254 characters please expand
Why is it so limited? if this cannot be done then FIX the cropping function. If I write a 500 character "to do" your program crops it in mid word but half the time if I post the to do I get an error that the message is 255 or 256 characters and I have to go back in and remove 2 characters. Why is your program cropping it but its still too long? Surely this is a simple programming design error that can be corrected

There needs to be a system flag to indicate whether the Sales Lead option is being used or not, and if not then the options to create a Company/Indiv/Contact Lead should be suppressed in all places as when accidentally selected can cause great confusion as to why fields are not appearing in Keyfield views

The original versions of Maximizer had a preview pane for documents. We sorely miss this option and would like to see it reinstated for Web Access. Downloading every document is generally time consuming and an unnecessary inconvenience.

Create a selectable mandatory field option so that outgoing and incoming emails can be saved to pre determined categories.

Current situation of simple time and date stamping of emails under a contact makes finding historical email conversations painful & time consuming.

If users don't want to be able to save under user created categories then they can deselect the option.

But if selected, the sending and saving cannot occur unless a selectable field is ticked as unless its made mandatory users will not save to categories unless it is mandatory

Offer a conversion utility. Example: Transfer everything from Maximizer97 to a newer rev. running on 64bit Windows

We just installed Maximizer 2018 R2 and found that we had to enable TLS 1.0 to get it working. TLS 1.0 is no longer secure and our security team is advising against us using Maximizer. Please add support for TLS 1.2 throughout the entire application.

This includes ww2.maximizer.com which is currently blocked by our security team because its TLS/SSL support is so bad. See this link for details:
https://www.ssllabs.com/ssltest/analyze.html?d=ww2.maximizer.com