Feature Suggestions for Maximizer CRM

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  1. Google Calendar Integration

    Synchronize Google Calendar with Maximizer

    169 votes
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    Planned  ·  20 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Add ability to Copy Appointment in the Calendar

    A customer of ours has suggested it would be really useful to be able to copy an appointment in the Calendar, and paste this on a different date, so they don't have to re-enter the details again.

    79 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Add ability to search in the Calendar

    Currently there are no options for searching in the Calendar window. It would be really useful if you could search on Subject, Priority, Address Book Entry, Assigned User/s, Date Range, etc...

    78 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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    Planned  ·  Maximizer Admin responded

    Hi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.

  4. Quarterly Recurring Appointments

    Several of our customers have asked for the ability to schedule quarterly recurring appointments please?

    72 votes
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    Planned  ·  4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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.

    56 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 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 votes
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    5 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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 →

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  8. Change Appointment Organizer in Calendar

    We have a few people who schedule all the appointments for our sales people. They usually switch to the appropriate sales persons calendar and add the appointment. No this person becomes the organizer. While making the appointment you can change the organizer but afterwards that option disappears. You they now have to delete the appointment and reenter all the data if the organizer changes.

    Why not allow the organizer to be changed?

    39 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  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.

    35 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Time zone field in appointment dialog

    We would like an option to set a meeting into a certain time zone. For example, I live on the east coast but I must set a 9am meeting for my trip to the west coast. If I can set it to 9am PT, it will adjust to the right GMT automatically rather than having me remember to set it for noon ET when I schedule (back home).

    22 votes
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    3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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.

    21 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Calendar Notes

    Ability to write Calendar Notes in HTML so when appointments are synched to Outlook, the Notes appear correctly formatted.

    20 votes
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  13. Outlook Calendar Sync to copy Location to matching field

    When synching appointments to Outlook, include the Location from Maximizer in the Location field in Outlook and vice-versa.

    17 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 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
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    Declined  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Change warning message when deleting 1 appointment from a series of recurring appointments

    If you delete 1 appointment in a series of reoccurring appointments, it says "Are you sure you want to delete ALL of the selected Appointments" which suggests you are going to delete ALL of the appointments in that series, which is misleading.

    It then asks whether you want to "Delete All Occurences" or "Delete Only This Occurrence" so there is no need for the first message.

    17 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Action Plan number of weeks limited to 2 digits is a problem

    For certain purposes it's necessary to schedule Action Plan events greater than 99 weeks ahead, but this is the maximum allowed - please increase to 3 digits. Note that using Monthly time increments doesn't provide enough accuracy

    16 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Ability to see (or not) Holidays on the calendar. ei. New Years, Family Day, Good Friday, etc...

    This would prevent adding something to the calendar that falls on a holiday. Or prevent from considering a certain date as it's a holiday.
    This just happened to me for Good Friday, March 25, 2016.

    11 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  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. Calendar Appointment in HTML

    Calendar Appointment in HTML - I would like to see the ability to add bullet points into calendar appointments so the agenda of the appointment can be easily read when emailed.

    10 votes
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    Under review  ·  2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  20. rsvp

    In the appointment dialog of Maximizer Web Access there is a Response field with values like Accepted, Declined, Tenative or blank. However, it is not possible to set a value for a customer. I think it should be possible to set the response of the contact or contacts. The iCal functionality does not allow the response to feed back into the system so we can't make a note of clients who accept or decline meetings.

    9 votes
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    Under review  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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