Phone calls and emails need to be moved back from interactions to the notes tab as it is no longer possible to all of your manual notes with emails and phone calls...

Right now in Interactions, you can differentiate between inbound and outbound calls. Please incorporate a feature to differentiate between inbound and outbound emails.

Using autosignatures is great, enabling you to share email templates for consistency in appearance from all users, EXCEPT for 1 thing. When you choose to change to a template that is not set as your default, it replaces the default message template with the new one, BUT DOES NOT reattach the autosignature. The end rersult is that you have to have multiple personalised templates for everything else other than the default standard template - the same issue you have if not using autosignatures - very stupid & frustrating!

Add the option to only save sent emails in Outlook to contacts' notes, not documents.

Please increase the email save with attachments to greater than 10 mb. It should at least be as much as the document download limit of 50 mb.

When sending emails to clients through Maximizer, there is no functionality to include a fellow user as recipient. You have to remember and then type the full email address. There is no way to search for users and add them as CC or BCC.

Please add this so we can work easier as a team.

Automate emails to individuals (not lists).based on their individual activity date. (multiple emails over time leading up to their activity date) Pick the template and schedule the send.
What is not productive is taking the time to schedule an activity for a human to physically come back at a later date for the human do the email. Thanks for all you do at mazimizer.
Campaings are clunky and cumbersome.

voice over text option for Maximizer - desk top version.

There is an option to include attachments when saving emails from Outlook to Maximizer but this is only available when saving 1 email at a time. When selecting multiple emails the feature is disabled. I suggest making it available for single or multi email selections.

The following error has occurred previously when using the Outlook integration:

'Logged into the server successfully, but there was an unknown error processing this request.'

This error has come up on a least a couple of occasions - saving email to Maximizer, or when just accessing Preferences - but it doesn't make it clear what the problem may be.

Could the error handling be adjusted in a future update to eliminate this sort of error?

Hi Maximizer,

I think it is rather cumbersome if you are in an invididual record (address book tab) and you have to click on Email Campaign just to enter someone into an Email Campaign Template. In some of the older versions of maximizer you were able to enter someone in though pushing a button in address book and selecting the individual.

This was much more convienent.

Thanks for considering my suggestion.

http://www.marabellafinance.com

Cell (760) 803-6464

Resectfully,

Chris Marabella - Marabella Commercial Finance, Inc.

Have Maximizer send email/sms appointments automatcially based on date/time

There should be integration with application to encrypt emails or attachments. In this day and age, there is expectation that the emails are encrypted.

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.

When making list to mass email through Maximizer- to pull all emails (multiple emails) if profile has them. We often make profiles for couples and they both would like to receive our emails.

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

Ideally, Outlook Folder System could be rendered and managed from within Maximizer CRM Live.

Essentially, if you could map the Outlook Exchange Account folder List inside a single window in CRM Live, (mirror a list of mailboxes inside CRM Live, and have it allow preview, that would be good and useful.