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 Time Zone in Calendar When Scheduling Meetings.
The client has offices across the country. There are times when a Toronto staffer is planning to visit the Vancouver office, and wants to create a meeting request within Maximizer that is set for Pacific time for all the invitees he wants to add out there. Currently, if the meeting is made within Maximizer, he can’t set the time in Pacific time.
Outlook handles this by allowing for the selection of the time zone for each individual meeting.
2 votes -
Include udf in appointment desciption
We would like to be able to include data from a UDF in an appointment This could be something add by the user within the description or as something that Admin can add to every appointment.
3 votes -
Display Day of the Week Name at Top of Calendar Screen
The old Windows interface showed the day eg Monday beside the Date in the heading at the top right of the calendar window when in Day view, & it would be nice to have it back please, as if you email someone about an appointment & don't recognise what day of the week it is this would save having to move the email window to uncover the calendar at the right of the window
6 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 -
Calendy
Adding Calendy App for setting up meeting would be very helpful.
Thanks
4 votes -
lead activities
The lead association with tasks and appointments should not be separate from those in the address book. There are two reasons for this:
I will convert leads into the address book and I want to tasks and appointments to remain associated with the new contact.
I may have meetings (appointments) with both leads and address book entries. How do I configure a meeting with a lead who is an employee of an existing customer in the address book?
Currently when a lead is uploaded we lose the link between contact/lead and activity.
9 votes -
Calendar Reporting
So being able to actual run reports and advanced searches from the calendar!
So you can actually run a date and time report of meetings and all the fields within a meeting
we have to create udfs and so many work arounds to make this work when having a calendar advanced search and being to build dashboards from those fields would be amazing!
7 votes -
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.
7 votes -
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.
24 votes -
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.
46 votesMakes absolute sense. We are looking into how to do this with Outlook
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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
16 votes -
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…9 votes -
Change Appointment Organizer in Calendar
We have a few people who schedule all the appointments for our sales people. They usually switch to the appropriate sales persons calendar and add the appointment. No this person becomes the organizer. While making the appointment you can change the organizer but afterwards that option disappears. You they now have to delete the appointment and reenter all the data if the organizer changes.
Why not allow the organizer to be changed?
41 votes -
Colour code appointments
Rather than using the icons, which are small, would it be possible to have some colour selection on the calendar appointments?
16 votesthe color right now is linked to the color associated to the user in the calendar
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Ability to see (or not) Holidays on the calendar. ei. New Years, Family Day, Good Friday, etc...
This would prevent adding something to the calendar that falls on a holiday. Or prevent from considering a certain date as it's a holiday.
This just happened to me for Good Friday, March 25, 2016.11 votes -
Time zone field in appointment dialog
We would like an option to set a meeting into a certain time zone. For example, I live on the east coast but I must set a 9am meeting for my trip to the west coast. If I can set it to 9am PT, it will adjust to the right GMT automatically rather than having me remember to set it for noon ET when I schedule (back home).
22 votes -
rsvp
In the appointment dialog of Maximizer Web Access there is a Response field with values like Accepted, Declined, Tenative or blank. However, it is not possible to set a value for a customer. I think it should be possible to set the response of the contact or contacts. The iCal functionality does not allow the response to feed back into the system so we can't make a note of clients who accept or decline meetings.
9 votes -
Gmail integrated with Maximizer so that we can have our other Branches like to Advisor's Calendar to Book appointments when advisor there.
Integrate gmail calendar with Maximizr
4 votes -
Recurring appointments with no end date
When I set a recurring appointment I want to be able to set a no end date so that when I synchronize the appointments will sync.If I do not put an end date the first occurrence synchronizes but not the recurrences.
54 votesWe recommend setting an end date several years out. As that appointment date nears its end, it is a good idea to decide whether you still need it or whether something has changed
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Quarterly Recurring Appointments
Several of our customers have asked for the ability to schedule quarterly recurring appointments please?
72 votes
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