The upgrade implemented Apr2021 has removed the address book search functionality where you can start typing the name of contact or entry you wish to locate and the list automatically jumps to that name in the address book list. I've spoken to support and was told this feature was removed, and now the only way to search or 'jump to' a client name quickly is to access the search bar at the top. For us, this means leaving the address book, entering the name and picking one which then changes my default address book view so I then have to re-select my default address book view. THEN I can view the entry I want. Not at all efficient or helpful.

At times users need to drive things with the keyword, or a keyword proxy that they can drive with voice recognition like Dragon NaturallySpeaking.

The dialogue that pops up when sending an email is problematic. I have no visual clue as to which option is selected by default, and no way to select between them using the keyboard. I would expect the default option to be highlighted somehow, and if I were to use the up and down arrows that the selected option would change.

Then I could press enter to select the desired option. Also, shortcut keys would be helpful as well is that would make it even easier to use the keyboard and more importantly to drive the dialogue with Dragon NaturallySpeaking.

Ideally, Maximizer would make sure the Outlook add-in works using keyboard and keyboard shortcuts for all features and dialogues that I don't have to use a mouse at all. Maybe by a couple copies of Dragon NaturallySpeaking for your user experience people.

When I receive an e-mail, I try to discipline myself to immediately save it to the record of its sender before I double-click on it in the inbox, and then click-on Reply, Reply-all, or Forward to respond.

But sometimes I forget to first save the incoming e-mail. Sometimes, even if I HAVE saved the incoming e-mail, I may forget whether I have saved it or I haven't.

Instead of searching for the sender's record in Maximizer, then checking the sender's Documents to verify whether or not I'd already saved the e-mail, I typically re-save that e-mail to Maximizer to save myself extra effort and time. That has resulted in a lot of duplicate saves.

If the incoming e-mail showing in the Outlook in-box could be 'ear-marked' once it is saved to the sender's and/or other records' then I would be saved the extra effort and time needed to create a duplicate-save, and that record's Documents would be easier to index.

The desktop version provided keyboard short-cuts to input dates and times, enabling me to keep my hands on the keyboard and my eyes on the screen continuously.

Maximizer LIVE instead forces me to constantly remove my right hand from the keyboard and shift my gaze from the screen to locate the mouse, grab it, find the cursor, move the cursor to the pertinent dialog box, search for the applicable date and time, and click it to make my selections, then return my right hand to the keyboard.

It would be MUCH less-disruptive to my workflow and faster if the capability to short-cut dates by the desktop method, which is 6 digits -- MMDDYY, which Maximizer recognized flawlessly -- were restored.

Also, restoring capability to enter time by keying-in either 3 or 4 digits plus letter 'a' or 'p' -- i.e. 632a for 6:32 AM, or 1234p for 12:34 PM which Maximizer recognized flawlessly would speed things along as well.

The point here is that the operator's hands never leave the keyboard, and his eyes never leave the screen. This improves the operator's concentration and progression from task to task.

I sense that it is young IT professionals' dependence upon the mouse -- resulting from their inability to use a keyboard without looking at it -- that has resulted in the heavily 'mouse-only' operating protocol.

They screwed up. Keyboard expertise that many (most?) older operators possess is not an ability that should be ignored, discouraged, and/or PENALIZED, just because younger developers never developed their own keyboard expertise.

I typically add a note upon completing what I am prompted to do by a Hotlist 'to-do' task. But all-too-often, I forget to either mark the Hotlist 'to-do' task as completed, or -- as is the nature of my workflow -- to revise the Hotlist 'to-do' task to schedule my next task with that particular contact.

An option to set-up the 'Notes' for prompting me to either mark the Hotlist 'to-do' task as completed, or revise/update the Hotlist 'to-do' task would help me make sure that I don't allow follow-up's to 'fall through the cracks' that jeopardize the process of converting leads into sales.

The desktop version of Maximizer enabled the user to view 'tiles' of the Company/Individual/Contact record in the Address Book with User-defined fields, (other) Contacts, Notes, Documents, Hotlist, and an Outlook display -- all in one view, without switching screens.

As you know, the Maximizer LIVE screen enables the user to see the Address Book data and User-defined fields, and EITHER the (other) Contacts, or Notes, or Documents, or Hotlist, with no view of e-mail.

I've gotten used to this limitation, but I would be able to work much faster if the lag-time between switching screens between Contacts, Notes, Documents, Hotlist, and the Outlook e-mail screens could be minimized by a single view of all these functions.