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!
4 results found
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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 -
Ability to make an Appointment recurring after you've created it
You can only make an Appointment recurring when you create it. When you double-click on an existing Appointment, the "Recurring" button is greyed out.
Ideally, you should be able to make an Appointment recurring after the event - for example, if you schedule a meeting which you then decide to repeat in a weeks' time.
59 votesThere are no plans to support this because of issues with sync’ing with Outlook
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Action Plans to have an option to skip over weekend days
Give the option to skip non-working days for the assigned user. Either prompt with action toi take (eg: move backwards, move forwards or override) or allow this to be set as a property of the Action Plan.
17 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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