Feature Suggestions for Maximizer CRM

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  1. 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.

    52 votes
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    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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:


    1. I will convert leads into the address book and I want to tasks and appointments to remain associated with the new contact.


    2. 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.

    6 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Calendy

    Adding Calendy App for setting up meeting would be very helpful.

    Thanks

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    34 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    18 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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  12. 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 →
  13. 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?

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. calendar

    now when I have an appointment in calendar, I cannot see who it is with unless I open the appointment, it was much better when I could look at the calendar and see all appointments for the day and who with. also no access to icons to mark on the appointment for other references. why do you make these changes without any consultation

    46 votes
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    7 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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

    8 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add attendees back to header in calendar view

    With the 2017 upgrade, the calendar no longer shows which client is included in the appointment.

    In the past you could pull up the calendar for the day and see the clients name in the header when viewing by day.

    You need to bring this back!!! You should be able to see you day at a glance, not having to hover over each appointment.

    16 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Colour code appointments

    Rather than using the icons, which are small, would it be possible to have some colour selection on the calendar appointments?

    10 votes
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  19. Max to send out automatic Confirmation email to cleints

    Have max send out a confirmation email to a client to confirm their appointment 1-2 days prior.

    12 votes
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  20. Custom Appointment Email Reminder Notification

    It would be great to be able to customize an entire HTML document to amend to the body of Appointment Email Reminder Notifications, so that we can customize the look of the reminder email to keep consistent with our Corporate Identity Guidelines.

    5 votes
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