Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
49 results found
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Change an appt to recurring after it is booked
Appts are only allowed to be recurring at the time of booking. If I go in and try to make an appt recurring it is not allowed. The recurring arrow is not available after the appt is created....it should be. Often appts change to needing recurrence after the fact
4 votes -
Syncing with outlook
Syncing with outlook - I would like to be able to only have certain events synced from my outlook calendar. For example, I could tag phone calls, zoom and in office meetings - then have only those events synced. It would de clutter my calendar
1 vote -
next appointment
If a calendar appt or task is completed without re-opening it, there is a pop up message to book the next appt or hotlist task. However, if you open the appt and change the notes and then check the box (while appt is open) to say it's complete then the pop up for the next appt does NOT appear. It would be good if that next appt/task pop up would appear in all situations and also carry the note forward so you don't have to retype it or copy/paste it.
3 votes -
Deleting group appointments warning
If a user is part of a group appointment, and that user has access to modify all users calendars, the user is able to delete this appointment. The delete covers their own appointment and those of all other attendees. We suggest that a warning be included to let users know that when they delete this appointment from their calendar it will also be removed from the other attendees. HQ-256250
9 votes -
Maximizer Extenstion for Outlook Calendar
I would like to have a one click solution to attached a calendar entry as a meeting from Outlook's calendar to Maximizer's caleandar.
Background: It's too time consuming to add every appointment to the maximizer calandar ... especially when doing zoom meeting and entering location information. Bottom line is that Outlook's Calendar function is much faster and easier to use and integrates with iOS as well. SO... it would be amazing if you coulud click on a calendar entry in outlook and click a "maximizer" icon that would allow you to attached that to a contact ..which would in turn…
3 votes -
Ability to filter by resources on all calendar views
Currently you can only filter by resources in the Agena and Availability views in the Calendar. In the month, week and day views, resources are not a filter but will require you to edit the appointment to see this. Would be great to have the filter available on all calendar views.
4 votes -
Easier way to Link Opportunity or a C/S case to a calendar entry.
Link an Opportunity or a C/S case to a calendar entry within the calendar.
Without the need to go out of the calendar. Old windows client used to do this1 vote -
Leads appointment
Provide the ability to include appointment icf attachments with outgoing email appointment requests from the Leads module. The current UI shows there is an attachment but it is not working.
6 votes -
"All Day" events actually make the user busy in Outlook
We've run into a few issues where "all day" events don't actually make the user "busy" on Outlook. If we manually make an event from 5am to 7pm then it will show the user as busy, so the technology is there, it's just not reflecting when we toggle the "all day" tab.
1 vote -
Select multiple address book entries from calendar
We print forms for our estimators to hand write quotes while visiting clients. We currently have to go back and forth from calendar to address book until all the appointments are listed. Then we can send them to the printer or export them to excel to import into Google maps.
I would like an option to select all the appointments and then have an option to "Select all Entries in Address Book"
This would then find the address book entries and display the selected entries in a new list.
3 votes -
Appointment Request Email - Language Selection
If you add an appointment to the Calendar and send an Appointment Request Email the time and date sections are inherited by the Calendar.
This means that whatever Locale is selected in Preferences controls the language that appears.
This is fine if you are dealing with users and customers in a single country, but in an International scenario you can end up sending requests with a language to people who don't speak it.
(Example: User of Maximizer have office in London and Athens. If a Greek request is sent then the English office may not be able to read the…
3 votes -
Calendar Refresh Button
Add a refresh button to the Calendar, so that if appointments are synchronised you don't need to navigate away and then back to see the appointment.
3 votes -
Resource type in outlook plugin
- Outlook plugin should have option to capture resource and tag Customer.
- Activity report in dashboard.
1 vote -
Outlook calendar email
When confirm when sending email is enabled in the Outlook add-in preferences, a prompt appears when sending an appointment email invitation originating in Outlook. However; when you select any of the Save email and save to... options an error appears "Object reference not set to an instance of an object." If you are not able to save the email to Maximizer then I suggest disabling the save to feature when sending Outlook appointment invitations.
1 vote -
5 votes
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Being able to import Attendees from Outlook
Being able to automatically link the attendee's listed in my outlook calendar to the attendees in maximizer (assuming they are already contacts in the address book) would be an ideal feature as it would add an extra link between modules without having to manually update the maximizer meeting.
4 votes -
Resolve this conflict
Provide more context around the Scheduling option Resolve this Conflict so that the user can make a more informed decision about how they want to proceed with scheduling around the conflict ie: provide a summary of the scheduled appointments already on the Scheduling popup window
9 votes -
Date entry
In the old windows client a user could enter any date field and use key controls to move the data. Up and down arrows moved it a day, page up and page down moved it a month or something along those lines. In pick lists it would help to have the current time be a starting point - currently it begins at midnight.
Furthermore, any reasonable date format would be acceptable. Feb 1 was just as good as 2/1/2020 or 2/1. (This has improved recently but there are still some conditions that are not as flexible as they had been.)
…
9 votes -
Complete recurring appointments
When completing a recurring appointment the user is prompted as follows:
'Do you want to change the "complete" status of all the other occurences of this recurring appointment?'
OK Cancel
We request that the buttons be Yes and No rather than OK and Cancel. The current labels are not intuitive.
58 votes -
customize the templete to go along with the icon in the appt.
A way they we can customize the calendar templates to go along with the icon we assign to the appointment
9 votes
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