When converting a lead to an opportunity it would be helpful to be able to specify where emails, docs and notes are stored - either at address book or in opportunity.
Many sales enquiries need to be verified before converting to Opps but once verified the emails docs etc should be accessible for a particular Opp.

When using outlook integration in the leads Module, it would be useful to have a look up to find Leads that 3rd party emails can be saved to. Currently only emails matching the email address in the lead can be saved. Many leads have 3rd parties and it would be useful to save that info into the appropriate lead

Automate emails to individuals (not lists).based on their individual activity date. (multiple emails over time leading up to their activity date) Pick the template and schedule the send.
What is not productive is taking the time to schedule an activity for a human to physically come back at a later date for the human do the email. Thanks for all you do at mazimizer.
Campaings are clunky and cumbersome.

When sending emails to clients through Maximizer, there is no functionality to include a fellow user as recipient. You have to remember and then type the full email address. There is no way to search for users and add them as CC or BCC.

Please add this so we can work easier as a team.

We print forms for our estimators to hand write quotes while visiting clients. We currently have to go back and forth from calendar to address book until all the appointments are listed. Then we can send them to the printer or export them to excel to import into Google maps.

I would like an option to select all the appointments and then have an option to "Select all Entries in Address Book"

This would then find the address book entries and display the selected entries in a new list.

Removing this feature makes navigating in address book very cumbersome. Our entire office is not impressed with this change. Is there a way to change this back immediately to the great feature of auto typing to bring up the next client? Our entire office is not happy with this change.

Partner portal dashboard :

Please enable the basic dashboard for Partners which is required.This will help them to forecast and work on the pipelines.

In partner potal, please do enable hyperlinks textbox in partner portal, this will help us to publish custom reports for the Partners

I suggest a warning be issued when using an email for an address book entry flagged as a partner so that it doesn't accidently link data together that probably shouldn't be.

Default entries are a powerful way of improving data quality. It would be great to have the option to set defaults for Lead entries

Add ‘Priority’ and ‘Case Reason’ to the Outlook plugin when clicking 'Create Case' from the Outlook Plugin.
At the moment its not possible , and the user creates a ticket from an email received, but then needs to go into the portal to change a priority etc

voice over text option for Maximizer - desk top version.

Improve the CRM Live email client. The space formatting is not maintained when adding additional information to templates.

Please can we have a link between the case subject and status similar to products and services and categories. When a case subject is selected, then only the statuses that are relevant to that type of case should available. Alternatively implementing something like the opportunity processes in customer service would also work, where the user can select a process for a case and work through the steps.

Contacts often change within an organisation & it use to be possible to reassign a Task from one Contact to another in such circumstances, but this disappeared at some point making the use of the Hotlist more difficult. Can this ability please be reinstated

As the title says! It would make it easier to identify your possible selections.

It would be desirable to restrict access to the Live system outside work hours eg from home, to reduce the chance of a disgruntled employee being able to take screen shots etc to take with them to a new job. In the Calendar/Hotlist Preferences page we currently have Work Hours & Work Days which could form the basis of this, simply with the addition of an option to "Restrict access to work days/hours".