Feature Suggestions for Maximizer CRM

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  1. 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.

    4 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.

          21 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

            1 vote
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              0 comments  ·  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 →
                                  • calendar

                                    in the old version on the day view of the calendar you could see which contact the appointment was with - now that is no longer there. please put it back - i know it is in agenda but why would you force us to go to another screen when it should just be on the calendar

                                    3 votes
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                                      0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                    • To be able to enter 4pm for 4:00 PM

                                      It is odd you can not enter a time when creating a calendar appointment as 415p for 4:15PM, or just 8pm and it should adjust to 8:00 PM, as in other products

                                      3 votes
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                                        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Closing appointments & tasks should have a Cancel button/option

                                        When you click the checkbox to indicate a task or appointment is completed, in My Work Day, the Hotlist, or on the Activity tab, & you get the "Schedule Follow-Up" prompt? For when you make a mistake there needs to be a Cancel option please, which leaves the task or appointment incomplete. You're stopped there anyway & it's then that sometimes you go : ****, I didn't mean to do that. Thanks

                                        3 votes
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                                          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                        • I would like the ability to select and individual appointment and print only the details for that specific appointment

                                          Greetings. I have a suggestion as previously we were able to print off a SINGLE appointment and all the details associated with it. Here is how I use the appointment:

                                          • I enter the appointment details in the top and the time, date and location.
                                          • In the Description Section, I enter the details that I would like my assistant to do to prepare the material for that appointment
                                          • My assistant used to be able to print off the appointment details in our old desktop version and the description area would also print out and then they could just…

                                          3 votes
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                                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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