We have many different processes for the firm. When we create a new case, we always tag it with a specific "Products / Services" selection. We want that to automatically link to Knowledge Base articles connected to the same "Products / Services" (or "Categories")

Then, the "view in knowledge base" button on a case can link to the how-to article that is appropriate for it.

Thanks

Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab

In Windows Access, the Hotlist Activity field was transferred to the Call Subject. In Web Access, this does not occur.

Please add this feature to Web Access, it would save tens of thousands of clicks every month: open Hotlist, copy activity, paste into subject field, etc.

Thanks very much,

John

The current contact widget needs to present the data in a more dense fashion. The use of icons and the photo image are not necessary compared to the need to see more contacts in less space.

The current look of the contact tab with a simple view - name, phone1, phone2, phone3, email and position would be better.

When viewing fields in the details tab, I would like to be able to add them to searches by clicking on them and choosing to do so from a context menu.

Since Maximizer performs searches I don't want, all by itself, when entering Opportunity or Address Book views, I would like a stop button, to save me waiting for it to complete.

When using the new importer (which is awesome), it would be fantastic if there was an option to format all phone numbers as they came in (the same way phone numbers are formatted when editing using the UI). This would go a long way to keeping all phone numbers consistent.

An easy win for ya! =D

When doing a global edit, a warning showing "You are about to edit X records" would save support headaches and make for nice UX.

I've had clients not select any records, or only a subset, and wonder why the global edit didn't work.

Thanks!

please ad a read receipt feature on the e-mail / webmail

Offer a conversion utility. Example: Transfer everything from Maximizer97 to a newer rev. running on 64bit Windows

Currently when you want to modify items in a UDF table you have to select the table then close the pop up window to choose the items from the main UDF menu. I suggest modifying the workflow to cut down on mouse click by including the table button in the UDF window.

When adding a Partner to a record, the record selection form searches the entire database by default. The standard purpose of this is to add Partners, so that filter should be set by default when the form is loaded.

We need to have a field with our users names.
We created a table and created manually all current users as values of this table. Not easy to maintain...
It would be easier to be able to link an UDF to the existing users of Maximizer. The changes done to Users can then automatically update the UDF list.
Nice to have :
- possibility to choose if we want to display disabled users.
- possibility to decide if the field is "single value only" or multi-select.

It would be great to be able to see on the Details tab, or include in a Column View, the number of Current Opportunities, Cases, or Incomplete Tasks/Appointments for the AB record to save having to visit each of those tabs to check on these. Gives a real snapshot of the current involvement with anyone. By having fields available for each of the different statuses that increases this eg being able to see how many Current/Won/Lost/Suspended/Abandoned Opps

For ease of updating & reading information, especially when there are many UDF's in the window, the option to add gridlines (as per previous Maximizer versions) would be a great feature.