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Feature Suggestions for Maximizer CRM

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46 results found

  1. Maximizer Extenstion for Outlook Calendar

    I would like to have a one click solution to attached a calendar entry as a meeting from Outlook's calendar to Maximizer's caleandar.

    Background: It's too time consuming to add every appointment to the maximizer calandar ... especially when doing zoom meeting and entering location information. Bottom line is that Outlook's Calendar function is much faster and easier to use and integrates with iOS as well. SO... it would be amazing if you coulud click on a calendar entry in outlook and click a "maximizer" icon that would allow you to attached that to a contact ..which would in turn…

    3 votes
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  2. Deleting group appointments warning

    If a user is part of a group appointment, and that user has access to modify all users calendars, the user is able to delete this appointment. The delete covers their own appointment and those of all other attendees. We suggest that a warning be included to let users know that when they delete this appointment from their calendar it will also be removed from the other attendees. HQ-256250

    9 votes
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  3. 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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  4. Ability to filter by resources on all calendar views

    Currently you can only filter by resources in the Agena and Availability views in the Calendar. In the month, week and day views, resources are not a filter but will require you to edit the appointment to see this. Would be great to have the filter available on all calendar views.

    4 votes
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  5. Leads appointment

    Provide the ability to include appointment icf attachments with outgoing email appointment requests from the Leads module. The current UI shows there is an attachment but it is not working.

    3 votes
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  6. "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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  7. 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
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  8. 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
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  9. 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
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  10. 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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  11. 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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  12. 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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  13. 5 votes
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  14. 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
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  15. Resolve this conflict

    Provide more context around the Scheduling option Resolve this Conflict so that the user can make a more informed decision about how they want to proceed with scheduling around the conflict ie: provide a summary of the scheduled appointments already on the Scheduling popup window

    9 votes
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  16. Date entry

    In the old windows client a user could enter any date field and use key controls to move the data. Up and down arrows moved it a day, page up and page down moved it a month or something along those lines. In pick lists it would help to have the current time be a starting point - currently it begins at midnight.

    Furthermore, any reasonable date format would be acceptable. Feb 1 was just as good as 2/1/2020 or 2/1. (This has improved recently but there are still some conditions that are not as flexible as they had been.)

    9 votes
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  17. 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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  18. 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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  19. 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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  20. 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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