Feature Suggestions for Maximizer CRM

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  1. Alarms

    I would like to see alarms pop up on your screen like they did in the old version with snooze options. I am not always sitting here to hear an alarm and usually have multiple screen open.

    4 votes
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      0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    • Link Maximizer appointment to current contact in addressbook

      In earlier versions of Maximizer, there was button that allowed the user to link a new appointment to the current addressbook entry. This option in not in the recent versions (2018+)

      37 votes
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        1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
      • Add appointment start time to the Hotlist Column View available fields

        Trying to create a Column View in Hotlist that mimics the old Calendar Report that you could download on the Windows client.

        I am able to select the Date field and the End Time field but not the Start Time field - it's not in the list. There's a Time field available, but this only applies to Hotlist tasks.

        Please can we add the Start Time field to the list of available fields?

        12 votes
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          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
        • Appointment Description should be written to logged notes on contact

          When completing an appointment, the logged note should include the long text Description field of the Appointment. This is sent in the email notification but is not written to the logged note on the contact.

          12 votes
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            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
          • Add a day repeat on a calendar event

            It looks as though a yearly repeat is only available by date, not by day (2nd Saturday of June). For example, we would like to keep track of a parade that happens on the 2nd Saturday of June. The date changes yearly. This would be different than keeping track of a birthdate for example, the date never changes.

            8 votes
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              0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
            • Default Appointment Interval - Dial In and set My Own Typical Time Interval(s)

              Let me dial in my own Default Appointment Time Interval.

              It would be great if I could define my preferred default interval for the Calendar.

              For example, My appointments typically last for 90 to 120 minutes.

              The options are for 60, 30, 20, 10 and 5. What this means is that I have to do more fine adjustments and the selector for time elements in Maximizer Web Access and CRM Live is kind of finicky, it either goes way too far, or selects prematurely the wrong time slot. Especially on a Tablet.

              1 vote
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                0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
              • booking appointments

                should be able to click on start time and drag to end time like Outlook.
                Much more efficient than right clicking and then setting end time.

                3 votes
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                  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                • Link Maximizer contact to Outlook appointment

                  When a user adds an appointment in Outlook the resulting appointment syncs to Maximizer as personal. We are requesting a button in Outlook to add a Maximizer contact to the Outlook appointment so upon syncing with Maximizer it is associated with the CRM contact.

                  27 votes
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                    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                  • Integrated Scheduling Platform such as scheduleonce.com

                    Integrated Scheduling Platform such as scheduleonce.com

                    3 votes
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                      1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                    • Action Plan number of weeks limited to 2 digits is a problem

                      For certain purposes it's necessary to schedule Action Plan events greater than 99 weeks ahead, but this is the maximum allowed - please increase to 3 digits. Note that using Monthly time increments doesn't provide enough accuracy

                      15 votes
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                        1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                      • Option to Pin Calendar so that it is always open

                        How about make the Calendar Always Viewable, regardless of what window is open?

                        Also, if you could do the same with notes. Then just use the up down arrows to navigate, when a given record is selected.

                        Thanks

                        Yiannis

                        4 votes
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                          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                        • Make appointment templates work with Outlook invitations

                          It would be good if appointment email templates (in the Templates Library) worked with the "Include the iCalendar (.ics) attachment" preference. At the moment if a user ticks the iCalendar preference then Maximizer reverts to using its standard appointment email template.

                          3 votes
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                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                          • bcc on appointment notification

                            I want the ability to BCC or CC an email recipient who is not an attendee on my meeting

                            19 votes
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                              0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                            • Search calendar entries

                              Would like to have the ability to search the Calendar by user for a specific word or phrase (i.e. “Vacation”) over a selected date range?

                              I would like this as a report like a CSV file or within Maximizer itself showing me all the dates that match the search term for that user. Is this possible?

                              3 votes
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                                0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                              • Change time dialog should put current time at top

                                When selecting a time for an appointment, the dialog positions the current time at the bottom, requiring the user to scroll down for later time choices. Ideally the time would be at the top or middle so that 'nearby' times would be visible without scrolling.

                                3 votes
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                                  1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                • Flip to Calendar Screen when you are scheduling an appt.

                                  When adding a new Appt it would be great if there was a link to the calendar view so we could review the dates & times already in the company calendar. We schedule for all staff members so need to see who's available while on the phone scheduling appts. We could go to the Calendar first and then schedule by searching the contacts name but we often schedule by company name which doesn't come up in the attendees search.

                                  6 votes
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                                    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                  • I do not use and do not wish to see the "hot list task bar" below my calander..Can this be removed ?

                                    I do not use and therefore do not want to view the "hot list task bar" below my calendar..Can this be removed ?

                                    1 vote
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                                      1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                    • We would like to view

                                      The calendar view should be optional for editing...for example to start at 7 am instead of 12 am to 6 am.

                                      2 votes
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                                        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Outbound service oriented appointment management

                                        I was talking with a client in the weekend, & his biggest problem with the web access is to do with making appointments & including sufficient detail in the description.
                                        Being an out & about service he provides (piano tuning) it’s something that actually has application to any client who isn’t office/desk-bound, as the important thing is to be able to quickly & easily see what spare time slots are available, in a particular area ie there’s no point in making an appointment at 2pm in the far North of the city if the ones either side are in the…

                                        3 votes
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                                          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Extend the Address Format options to include UDF's and/or Keyfield layouts to include Basic fields

                                          An improvement that would make the product more suitable for outbound service/support people involves making appointments & including sufficient detail in the description.
                                          For any client who isn’t office/desk-bound, the important thing is to be able to quickly & easily see what spare time slots are available, in a particular area ie there’s no point in making an appointment at 2pm in the far North of the city if the ones either side are in the South. Being able to look at the calendar display & see the suburbs in the appointment description is what is needed.
                                          How one client…

                                          3 votes
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                                            1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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