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!
34 results found
-
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.
85 votes -
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.
58 votes -
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.
46 votesMakes absolute sense. We are looking into how to do this with Outlook
-
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?
41 votes -
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.
24 votes -
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 -
Calendar Notes
Ability to write Calendar Notes in HTML so when appointments are synched to Outlook, the Notes appear correctly formatted.
20 votes -
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.
18 votes -
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 -
Colour code appointments
Rather than using the icons, which are small, would it be possible to have some colour selection on the calendar appointments?
16 votesthe color right now is linked to the color associated to the user in the calendar
-
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 -
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 -
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 -
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 -
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 -
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 -
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:
I will convert leads into the address book and I want to tasks and appointments to remain associated with the new contact.
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.
9 votes -
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 -
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 -
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
- Don't see your idea?