Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Resource type in outlook plugin

    1. Outlook plugin should have option to capture resource and tag Customer.
    2. Activity report in dashboard.
    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Resource type in outlook plugin

    1. Outlook plugin should have option to capture resource and tag Customer.
    2. Activity report in dashboard.
    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. 5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.)

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Calendy

    Adding Calendy App for setting up meeting would be very helpful.

    Thanks

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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:

    1. I will convert leads into the address book and I want to tasks and appointments to remain associated with the new contact.

    2. 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.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Alarms

    I would like to see alarms pop up on your screen like they did in the old version with snooze options. I am not always sitting here to hear an alarm and usually have multiple screen open.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 6 7 8
  • Don't see your idea?

Feedback and Knowledge Base