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

add the color back to the icons

For example, I send an original document away for approval and it takes about three weeks from the time I send it away to get it back. It would be nice to not have to calculate it from the start date of the Action Plan since there are several steps in between the start date and when I get my paws on the document to send it away. The actual time frame is rarely the same but the interval I want to set between tasks always is.

In our business, every task needs a different activity description, and we have many tasks for everyday of the year, many of which are scheduled 1 - 5 years in advance. Looking at a day, week, or month of tasks, it is very difficult to quickly pick out by priority, or activity description the highest priority. The alarm notifications panel is even less differentiating of these tasks.

What would be great, is if the Hotlist Icons were brightly color scaled and could be sorted where set subjects/descriptions of tasks could still be visually communicated through color recognition.

There should be an option to set a task as recurring with the ability for daily, weekly, monthly, yearly reminder options. Also to put in an end date or number of occurances and on a specific day if needed. Like outlook or goldmine tasks.

It would be ideal if a batch of hotlists tasks could be re-assigned with date, priority and user controls, so that workloads can be better managed, and managers with users with longer lists of hotlist tasks can better manage resources, quickly. Currently, it seems past due task can only be carried forward, but there is no way to take say, 1500 hotlist tasks, and put 40 per day, so that an employee can quickly manage future tasks scheduling with existing incompleted tasks

There must be other users that need to ship items to contacts in Maximizer and have to resort to other programs and then transfer the info to customer service.

We would like to have the ability to default the activity (and possibly other fields) in a task or appointment. The activity or subject would be text or a drop down item.