Would be ideal if a client's assistant can be automatically cc'd on all correspondences either using one of the email fields or a UDF. Would also work if multiple emails can be added to Email 1 field separated by comma or semi-colon.

Zapier is excellent to connect these things up but there is only an option for Maximizer (Canada). I need to connect my Wordpress forms or users to Maximizer. Is there a solution that I'm missing?

Reckon Accounts Hosted Integration
Integration with Reckon Accounts Hosted to bring in accounting data. Similar to MYOB Integration

When completing a recurring appointment the user is prompted as follows:

'Do you want to change the "complete" status of all the other occurences of this recurring appointment?'

OK Cancel

We request that the buttons be Yes and No rather than OK and Cancel. The current labels are not intuitive.

it would be nice if maximizer could sync with a specific address book folder just for maximizer data. This way one could keep the original outlook address book folder distinct from the maximizer one. This would be very helpful to avoiding duplications of contacts.

Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live
Currently there are iPhone/Android Apps to scan business cards which can import directly to iPhone Contacts and SalesForce CRM. It would be nice if these apps could work with Maximizer CRM Live. The option should exist to add the card info as a "Lead" (for a brand new lead) or add the contact info to an existing Address Book Entry (company), as a new Contact for that specified Company. This would help eliminate a great deal of data entry work, on an ongoing basis.

Increasing the fields visible in the partner portal from 20 fields to 30 fields. Ideally lifting the restriction totally

Would be great to be able to assign more than one category for a note. Sometimes I cover multiple items in a single conversation and would like to be able to select more than one category.

The new Alerts are useful - but the list of things you can trigger an alert on is missing the Do Not Solicit by field.

This would let you show an alert every time someone unsubscribes

during our busy time of the year.. we tend to have up to 700 clients per month to contact. as of right now.. there is a character limit for the To: , BCC, or CC . would be nice to have this unlimited which will allow us to send as many client an email at a time.

Should have more features to customize the reminder emails sent to clients. option to add and remove difference options to better customize our templates

Asana is a project management tool that would be benefical to be able to share information.

When adding a new AB entry, be able to have Max prompt the 1 or perhaps 2 Zip codes that are available to match the City/Town field. Eg, here in Perth WA, Perth city has a zip/post code of 6000, a neighbouring suburb Burswood is 6012 etc, so we'd need to be able to maintain a table of these, which would need an import facility as the list is available from our postal service

I'm quite surprised that Maximizer doesn't even have this as a current idea.

Most web based systems have some form of 2 factor authentication.

I would like to see Maximizer follow suit so we can leverage something like DUO - https://duo.com or even Google Authentication for tighter security around our CRM logins.

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.

Right now, we are limited to assigning a contact record to one company or one household (Financial Advisor version). It would be ideal if we could assign a contact record to both a household and a company.

Often times I will have a contact as a client inside a household record but also deal with this contact as part of their role with their employer. In this case, it would be great to have the contact under both the household and the company records.

Column View only shows Company Phone numbers, not Contacts numbers. When selecting a opportunity you cannot view the contacts phone/cell number in the Main Opportunity window as it only pulls up the company numbers.

In the old Maximizer, text in notes and user defined fields used to wrap so the entire text could be viewed without hovering over it. I much preferred this.

The custom tab is really useful- but would be much better if the widgets (such as documents) could actually be filtered.