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.
Makes absolute sense. We are looking into how to do this with Outlook
John Burrell commented
The Outlook Toolbar already has the Create Case option, so it can't be wildly different to add a Create Opportunity option as well. And for consistency, the Office 365 Max add-in has Create Opportunity but not Create Case, so this also should be added.
This is a fantastic idea and will be a big improvement as well as an evolution to the product. The Max/Outlook email integration is fantastic (ability to add addresses from Max link and then send and save the email to the Max contact) and this seems to logically follow suit. Maximizer, make it happen!