We would like to be able to generate a list of sequential task that to illustrate a work flow, or sequence of events that is not tied to follow ups. For example, a job aid might have 20 steps to perform a task. We'd like to be able to enter that job aid into maximizer so that all staff can follow the same procedure. However we only want one follow up at the end of the sequence, or the ability to enter follow ups at our discretion and not have the follow up required for each task.

Currently in a task you can add more then 2000 characters I am hoping that it can also be added to action plans as you can only add 255 characters in a task in action plans

When using hotlists, there should be an easy option, to connect the hotlist task directly to the customer file. Instead of have to navigate 3 pages currently, before getting back to the customer file

Don't update the priority to MED when syncing with Outlook if the task originates in Maximizer. Honour the Maximizer setting or don't sync the priority. This function neglects any workflow that a company may be using for task management.

We should be able to set reminders for "years" out or at least ability to add triple digits or quadruple digits to task reminders. For example, right now I can only set a task reminder for a maximum of 99 months out, but I want to set a reminder for 10 years and 20 years, and I am unable to do this.

Hotlist search by keyword in all fields

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

I'm in the process of setting up some action plans and would like to assign some tasks to groups of people, rather than just 1 person. it would be great if you could assign tasks to a "Teams" or "Division" or similar. also if someone was to leave or change position you could just update the team or division and the tasks would be reassigned.

It would be nice if the sender of a hotlist task can be notified once the task is completed

actually see outstanding appointments, this function is available for tasks only, if this function were on CRM, we could check that appointments are being done, completed and that we can check employee activity not just based on tasks. Activity measurement is important, so ensuring that a sales person completes their activities means all activities

Currently you are prompted with an option to send an email to the user that you assign a task to. This does not occur during the call/receive call workflow. Although you can reassign a task, there is no prompt to send an email reminder to the user. I suggest assigning this functionality to the workflow.

Maximizer support told me that I should be re-indexing the database every 1-2 weeks to increase product performance.

If this is something that should be done on a routine, it should be part of the product and not something that customers are responsible for setting up.

Add to the 'Time a Task' feature a window where the user can make notes about what was, for example, done during the time consumed by this task timer. Also, in the resulting notes record of the task, add a record of the task duration and the subject line (similar to that done when a phone call is recorded to the notes record). Thx

Currently, if you set a user defined field to create a task, it creates the task for everybody using Maximizer. For example, we had set up Next Contact Date for a customer to create a task that showed up in the user's hotlist and My workday. What happened is that it created the same task for every user we have and all the replications showed up on everyone's hotlist and workday.

The ability to have all tasks automatically reassigned when the Leader is changed on an Opportunity (formerly a feature of the Sales Plan/Strategy) is SORELY MISSED. Please put it back!!

Also you need to have the ability to bulk reassign tasks from the Activities tab rather than having to go all the way out of what you are doing and into the Hotlist page, and then having to do a custom search.... that's terrible! Please fix this!

add the color back to the icons

when I am in hotlist, I cannot create a new task unless I go back to the address book and pick someone to start from. I can then mark it personal so it doesn't get connected to that person, but that is an extra and unnecessary step