Feature Suggestions for Maximizer CRM

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  1. Google Calendar Integration

    Synchronize Google Calendar with Maximizer

    160 votes
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    planned  ·  18 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  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.

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

    75 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    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 →
  5. Adding contact name to calendar appointment by default

    Please put the contact name in the calendar appointment box by default. I'm constantly having to open my appointments to see who it is with, unless I'm on my iphone where it is integrated.

    61 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add the 'Show in Map' feature that is in the Mobile Access to the Web Access

    There is a feature in the mobile access that allows the user to see where the appointment is by showing it in the map, this feature is not available in the WEB or LAN client.

    56 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Maximizer Admin responded

    Hi, thanks for your suggestions. We have plans to show location on a map on web access.

  7. Add ability to create Appointments on multiple dates (not re-occurring)

    A customer of ours has requested the ability to add appointments on multiple dates (not re-occurring) so they don't have to recreate the same appointment details on more than one date.

    An alternative solution is to have a "Copy Appointment" option (http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2686366-add-ability-to-copy-appointment-in-the-calendar)

    PS: This is not the same as the suggestion for "Multi-day Appointments" (http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2469424-multi-day-appointments) as that is for re-occurring daily appointments with a start and end date.

    54 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. Adding completion date fields for Hotlist/Calendar records in the database

    The hotlist and appointment tables contain a flag on show whether the record is completed or not, but there is no accurate way to determine when the task/appointment was completed.

    If the user has logging of completed tasks turned on Maximizer will write a note saying when it was completed. But this note doesn't contain enough information to always link it to the correct task/appointment as it only contains the subject text.

    Adding a Completed Date field to both of these tables would really help reporting if the difference between scheduled date and the completed date is important. We have…

    45 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Keeping Outlook Calendar and Maximizer appointment alerts in sync

    When dismissing or snoozing an appointment in outlook, the alert should not appear in Maximizer anymore (and vice versa)

    45 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Link Maximizer appointment to current contact in addressbook

    In earlier versions of Maximizer, there was button that allowed the user to link a new appointment to the current addressbook entry. This option in not in the recent versions (2018+)

    40 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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 →
  15. Have the option to set all users to be visible in the calendar legend as a company default

    I would like to have all the users / locations set in the calendar legend as default set at administrator level then individual user de-select those they do not wish to see

    34 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Displaying hotlist tasks on Calendar

    When adding a hotlist task and assigning it to another user, the task should display on the assigned users calendar, rather than just on the right hand column called Hotlist Tasks.

    34 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. add company to Calendar

    with the new upgrade, we have 4 extra clicks if we need to add a "company" as the contact for an appointment. Could you not have companies also come up under "invite"?

    34 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Email notification allow additional recipients

    When sending calendar notification emails, we want to include others who are not in the database. Right now the message is locked to send separately and we can't add CC or other recipients.

    33 votes
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    3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Calendar Printing

    We need to be able to Print Calendar appointments for 1 day (with all details of appointments listed) or 1 week at a glance

    33 votes
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    6 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Set default alarm reminder

    The default Reminder time is 6 hours. I want to set it for 1 Day but only option in settings is the Alarm time.
    Maximizer should allow customization of both Reminder and Alarm times.

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