Have the ability to use the email address as the username.

When deleting a Contact I have inadvertently deleted the whole company record.
The only way to recover the record is to have my Maximizer Consultant recover the backup then re-mount the entire database before he can transfer the record at a cost of almost $700.
An Un-Delete option is the solution to this expensive inconvenient issue. Daria was planning this enhancement in 2016, has there been progress??

I've had some requests from my team to be able to change the highlighted column (or other) colors in Max CRM live.We just want to be able to change the general color scheme and customize it for each.Changing anything in the color scheme would be nice. Our employees are accustomed to the offline version up until a couple of years ago. We could previously change anything in the color scheme.

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.