There should be a way to login to an account that would take us to a link to our crm live account. Helpful when data is reset and Dbase access is lost. URL for login to the cloud is complicated to remember.

Appointments which have not been completed should be visible in My Workday. Maximizer users who are on the road use this to follow up appointments with task or other appointments as soon as they are back at the office.

This feature has been disabled in the Summer 2013 of Maximizer. Please enable it again in a future upgrade.

Non-completed appointments do not show in your hotlist with ‘Show Appointments’ ticked and ‘carry forward unfinished tasks’ ticked.

This needs to mimic the existing functionality in the Windows Client.

Rather than having to add individual elements to a Word document it would be handy to have an address block merge field (editable - e.g. no country if not needed).

Currently Maximizer has no support for Multi-day appointments and therefore can't sync them from Outlook, however it tries...

It is also dificult to find this information out as it doesn't appear in the manuals.

So what happens when this does happen (Maximizer 12 Winter and Exchange 2010 with MaxSync)

- A multi-day appointment gets added to outlook
- An appointment gets created by MaxSync for the first day of the multi-day appointment.
- MaxSync the updates Outlook and makes the multi-day appointment into a single day appointment.

This should be in the manual.
These appointments should be ignored or supported.

It works with blackberry phones but not playbook.
Also you can not go to Web interface. The browser refreshes and informs that my browser is not supported. Is it possible to add a link to try it anyway since we get updates so often that it might actually work if it let's us to sign in.
I just purchased based the crm 11 and they will update us in a few months. Is it resolved in new version?

There is no feasible way to create quotes in Maximizer, which is losing us potential customers. A company who uses Maximizer should be able to create a quote based on a product catalogue that actually connects to the Opportunity Management System rather then an unsupported/old order desk solution that is not a fitting function.

I want to upgrade from CRM 10 but when I select the upgrade feature, it bounces back to the initial screen before completely loading the information on upgrades. Not the best customer experience.

There exists the ability to select various date ranges eg Current Fiscal Quarter, but one to include the last (or in fact next) X months would be great ie Last 1, 2 3 4, 6 or 12 months

I would love to see any data changes to a company /contact/ individual being logged into the history - ie. address change, company change, email address change. (ex: July 18, 2012 Email Change: john.smith@abc.com --> jsmith@abc.com).

Currently you can't tell if any information has been updated, or what it was updated from!

In Version 12 (and Summer 2012), the reminder email for appointments is now set to default with no way to turn this feature off. Many of our users do not want this feature and there is no way currently to turn it off.

The option to Combine two companies seems to be missing from the Web client

Clear Addressbook list automatically when closing Maximizer to prevent Maximizer from hanging. This happens with large databases when Maximizer saves the list of current records in the Addressbook. If the list is cleared before the application is closed (preventing Maximizer from saving the current list of records) there is no issue.

Formula UDF fields: need a function like Today and Isblank for dates. Comparison with eg. Dispatch Date will show overdue if Receipt Date is blank and Today - Dispatch Date is more than eg. 7 days. Then we can show any deliveries that are overdue in eg. red.

A minor point is that the Maximizer Add-in Tab in Outlook says just that "Add-in", unlike Norton and some other programs which create their own tab with the name of the application rather than just using the default Add-in tab. It is impossible to change the Tab name to Maximizer from Outlook options so perhaphs you might like to give the tab a better name? - comment based on user feedback.

Using Word, it is possible to add "User" fields such as "My Display Name" and "My Email Address" to a template. This feature is currently not available for Email Templates.

Include the ability to view saved email documents in the Maximizer web or Windows client in MaxMobile and Mobile Access as well.