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!
34 results found
-
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 -
5 votes
-
Calendy
Adding Calendy App for setting up meeting would be very helpful.
Thanks
4 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Resource type in outlook plugin
- Outlook plugin should have option to capture resource and tag Customer.
- Activity report in dashboard.
1 vote -
"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 -
Resource type in outlook plugin
- Outlook plugin should have option to capture resource and tag Customer.
- Activity report in dashboard.
0 votes
- Don't see your idea?