When I receive an e-mail, I try to discipline myself to immediately save it to the record of its sender before I double-click on it in the inbox, and then click-on Reply, Reply-all, or Forward to respond.

But sometimes I forget to first save the incoming e-mail. Sometimes, even if I HAVE saved the incoming e-mail, I may forget whether I have saved it or I haven't.

Instead of searching for the sender's record in Maximizer, then checking the sender's Documents to verify whether or not I'd already saved the e-mail, I typically re-save that e-mail to Maximizer to save myself extra effort and time. That has resulted in a lot of duplicate saves.

If the incoming e-mail showing in the Outlook in-box could be 'ear-marked' once it is saved to the sender's and/or other records' then I would be saved the extra effort and time needed to create a duplicate-save, and that record's Documents would be easier to index.

Being able to add any Maximizer field to a tab would be a great added feature.
IE: Being able to add FROM and TO email addresses to the FILES The files or documents tab would make it much easier to find an email if we could see who the emails are FROM or who the emails are TO.

Example: The same Subject line in an email can appear in Maximizer many times, but some of the emails are TO and FROM Maximizer USERS and others are TO and FROM Maximizer USERS and Maximizer CONTACTS. It would be nice to be able to see this on the files tab.

While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note.

Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact but you cannot assign a Lead to the same contact. This then requires you to add the same info you already have more than once, which makes no sense.

Lastly, if this does get straightened out, and attached documents and notes will need to get transferred to an opportunity should one be developed.

For each phone number, i can configure a number of services - phone, telegram chat, telegram call, whatsapp call, etc.

System wide, i select which services we use with clients, and an associated icon and URL scheme. You would prepolulate with telegram, whats app, skype, the rest are up to us.

On the contact details tab, instead of just a phone icon, which uses the tel: URL shcheme, there are also iconds for skype, telegram, whatever else I set up.

Further, for services not using phone numbers for addressing, they can be listed as "Communications" rather than "PHone" but show up in the same panel for dialing in the details panel. As long as there is a URL scheme, i should be able to press 1 icon and dial or initiate a chat.

A massive improvement would the ability to categorize tasks. David Allen pretty much destroys the idea of using "high/medium/low" to organize tasks (Todos) in https://gettingthingsdone.com/ as it is worse than useless to prioritize/organize tasks this way (just clutter). The productive way to organize them is by context. Sales Call, Admin Task, Project, Waiting For, etc. that I customize to my needs. And please don't tell me to use the task description field for that.

Please add a "Context" or "Category" field, and allow me to provide a string name for it, and a requirement the Context is provided before the tasks can be saved.

Please have the product manager read Getting Things Done.