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Feature Suggestions for Maximizer CRM

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46 results found

  1. 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
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    Under review  ·  0 comments  ·  Calendar  ·  Admin →
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  2. "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
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  3. Resource type in outlook plugin

    1. Outlook plugin should have option to capture resource and tag Customer.
    2. Activity report in dashboard.
    1 vote
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  4. 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 this

    1 vote
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  5. 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
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  6. Resource type in outlook plugin

    1. Outlook plugin should have option to capture resource and tag Customer.
    2. Activity report in dashboard.
    0 votes
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