When emailing from the Maximizer web client and logging is set to "Send a copy of this message to myself" is enabled and "Send as" is set to separately the system currently sends a carbon copy of all emails being sent. I suggest just sending 1 for either "separately" or "One email".

We are just wondering whether we could make a suggestion on email template. We are sending out the same attachment to a specific email template every time, so we are thinking if we can have default attachment linked to the text email template could help us a lot. Please let me know what you think and whether that is achievable or not, hope to hear back from you soon. Thank you.

if my contact has multiple emails and i send an email, it sends to all of the emails that contact has. i would like the option to send to the primary email only.

In the email font preferences 'Calibri' isn't an option to select. It can be selected when writing an email, just not when setting preferences. Please can this be added?

When we are emailing our insurance company and want to save that email in the clients' data details, we email out of the client file. However it saves it in the Insurers. That's the paper equivalent of putting the paper files in another file and just adds more work instead of keeping it simple. On the prior 2017 crm version we could save that e mail in our clients file.

When saving an email to Maximizer that includes 2 or more Maximizer Contacts, the selection box that pops up to select contacts to save to only includes a single contact by default - usually the email sender. Would it be possible to include all the Maximizer contacts included in the email to save time looking up multiple people.

There are environmental parameters (ie: interest rates, market indexes, etc. that are universal to all client files, but are changing dally or so frequently that it is often impractical to edit document or email templates for these changes prior each time you use them. Can we get a category of UDF's that we can update, that are universal to correspondence, rather than associated with any one file? IE: Email and document-specific (aka "correspondence" UDF's?

I would like a tutorial on how to customize the templates provided by Maximizer called Basic, Side Bar and Two Columns already equipped with the links to unsubscribe and subscribe. A how to showing where company logos and images are imported etc

When I save an email to a Contact, there is no way to tell which result is the Household and which is the Contact attached to it, if they are both named the same (which is often the case with us). If I do a search it will show me which is which but I really don't want to have to do an extra step. See attached screen shot.

We need a way to be able to create an opportunity from withing native android email the same way as office365 web version (outlook is useless on android if you can't flag an email as complete)
+1 for the idea of Creating a native mobile app for Android too.

The default Preference Center (where the user manages subscriptions etc.) looks quite dated to the end user. Could we please have some options for branding, styling or designing the Preference Center? People expect a more coherent brand experience than we can currently offer.

Like most other products do it would be good to be able to enter multiple email addresses into say the Email 1 field, separated with a comma (,) or a semicolon (;). This would cater for communicating with both people in a couple

Would like to change the following:
When sending an eblast it skips only the bad emails instead of stopping the entire eblast from going out.

When you are going to send an email and you click on the Email Template Icon you are shown the available email templates. I would like to have the option to see only the email templates that I have created vs all of the email templates that are available. Similar to how in the View menu I can go to Column Setup and choose to show All Column Setups or just My Column Setup.

I would like to be able to globally allow e-mails to be saved into Maximizer by having a new menu to allow all e-mails to be automatically saved under whether you decide to save them per contact or household level.

Currently saving each and every incoming and outgoing client e-mail for each user via "save and track" is much too time consuming. We need a way to globally edit it.

Allow IF...THEN.. ELSE conditional block structures within the content of merged messages. This would allow existing field data to be assessed as each merge content is generated and then only display the given block of content if that condition is true/false.

eg: {IF [Title] = NULL THEN "Dear [First Name] ELSE "Dear [Title] [Last Name]" }

It would be of great benefit if the Test Email generated from the Web Admin included in the details the Mail Setup info, eg SMTP server name, port, security, as the test sent to your inbox could then be filed into Maximizer as a record/proof that those settings are what is required.

When using the Add a Contact command within the Outlook add-in we are often adding contacts to companies that already exist. As such, the search dialog that you click to associate a new contact to an existing company should be set to Company before Last Name. The current dialog has Last Name at the top and the user has to click to Company each time.