Allow users a 'hide' option to all system fields in all modules (First Name, Department, Products/Services, etc.). If the field is set to hidden, the field would not display in the entry dialog. Many clients complain about the fact that we have near total ability to customize key fields and no ability to customize the basic fields.

I've set up my Google Calendar integration. It works. Google calendar has a feature to identify the invited party (in addition to the person scheduling it). When I look at the Maximizer appointment, I see the scheduler's email address but not the email address of the invited parties in Google. Kind of defeats the purpose because I already know the scheduler (me).

Unable to click on a URL in mobile app and launch that site. We are focused on having a formula URL bring up a dashboard in a BI tool but even the website URL is not clickable. We are allowed to copy but that is clumsy relative to having the formula URL (and all URLs) be active.

Please recreate the "history" tab for all entries. It was very helpful to see who was responsible for entry edits and when they were made.

Have Maximizer integrate directly with Dataphile. SalesForce does it.

Currently if you try to save an email to Maximizer including a distribution list that includes existing contacts and new contacts, the integration only detects the existing entries and doesn't bring up the 'create new entry' dialogue.

The only way around this is to manually create the new contacts in Maximizer first.

The suggestion is for the Integration to be able to detect existing contacts, but also provide the 'create new entry' dialogue as well.

At this moment the email campaign are tracking only opens and unsubscribes. But more important is having the clicks tracked since they show the level of interest too. The replies need to be tracked also for better accountability.

I think the absence of Products/Services as an option is crazy as it would be one of the most helpful filters to have

Addition of a 'User' UDF type that is basically a table of all current Maximizer users in the organization. We have several UDFs that contain users, such as 'Recruiter', 'First Contact Person', 'Last Contact Person', etc. When adding a new user to Maximizer, an administrator must also go to each of those UDF tables and add the new user to that table. If we could have a UDF type that just always contains all users in the organization, it would help remove that redundancy. Thank you!

Ability to change creation date in interatictions for to do items as was possible previously when to do items were logged into notes.

In documents and notes (and most other places) you can select multiple records and delete them at the same time, this can be useful for certain workflows or just tidying records up.
Interactions only allows you to delete records one at a time. This is inconsistent with almost everywhere else in Maximizer and much more time consuming to delete multiple records

I would like to be able to create campaigns with a flexible start date. For example, when a client receives an estimate and is added to the campaign, the campaign starts at the beginning for that client.

Or, after a client signs a contract, a campaign could be used to send information to them at specific times prior to the project starting.

Another vital use would be to assign a campaign to send follow up emails after a project has been completed.

And being able to assign it to from an opportunity would be ideal.

Let me choose where to save emails. It is more convenient to have everything on the notes tab. Things get missed when the emails are on the interactions page.

Now that the phone calls get logged under interactions we are not able to print notes pertaining to individual phone calls as we used to when they were logged under our notes tab. This is a very important feature as currently we get compliance screening daily and we have to be able to attach individual client trade notes pertaining to specific conversations. PLEASE EITHER MAKE INTERACTIONS ABLE TO BE PRINTED OR MOVE THE PHONE CALL NOTES BACK TO THE NOTES TAB URGENTLY!!!!

Phone calls and emails need to be moved back from interactions to the notes tab as it is no longer possible to all of your manual notes with emails and phone calls...

The Consolidated Activity Report was very important for monitoring staff activity in Maximizer. It was used in performance reviews and coaching. It showed how active a user was and their activity.

Losing the phone report means I can not distinguish between multi sites and contact attempts to different phone numbers.

This is useful not just insales opportunities, but in a to of places.

For example, in a particular sales process be nice to see a swimlane like interface with contacts in each lane. Anytime an item transfers from one state to another (ie steps in a sales process).

I might want to look at everyone in the "call" swimlane, phone them, and then move those contacts to a "email" swimlane of a "give up" swimlane. Or I might move a task between categories like waiting for, call, email, admin.

Look to HubSpot and Trello for examples and inspiration.