Feature Suggestions for Maximizer CRM

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  1. 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 →
  2. When setting up an appt there should be a link in the Location menu for the contacts address.

    All of my appts are at the contacts address as I would assume is the case for a lot of sales people. We should be able to select the contacts address in the Location drop down menu and that should show up in the calendar with a link to the map for directions when we are on the road.

    12 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Peg Board should be full section

    The Peg Board section is a good tool, however, because it is a modal window instead of a full-fledged child window or section of the application, it cannot be open all the time making it more useful. I would suggest that it become a section of the program capable of being open all the time along with the calendar and other sections.

    15 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 8 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Make the location private in private appointments.

    Currently all details of the appointment are private except the location field.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Provide the ability to set a deafult email reminder lead time for appointments.

    The default is currently 6 hours but I would prefer to be able to have our users define their own default email reminder lead time without having to change it every single time they create an appointment.

    24 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. ical compatibility with Gmail and other Applications

    The current iCal support (ics files) only seem to appear to work with Outlook.
    If an invite is sent to another email account (tested: Gmail & Hotmail) then the ics is simply read and seen as an attachment - is this down to the coding of the ics file or is only Outlook supported.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Create appointment for a different user and assocated to Opp or Case

    It should be possible to create appointments in other users Calendars and have these linked to an Opportunity to a Case, much as you can with Address Book entries.

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Calendar Notes

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

    17 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Include unfinished appointments in my work day

    This feature was removed in Summer 2013.

    3 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. action plans need to cater for a start TIME & Hours before or after

    Having just a start date & being able to say how many days, weeks or months before/after plan start date isn't enough, need to specify & deal in hours as well

    9 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Appointments Sync with Outlook

    I have a lot of users that setup Max / Oultook synch. When Outlook / Maximizer Sync is turned on for Calenders and a appointment gets created in the users Maximizer and Outlook. If this user now decides to remove the appointment from Maximizer it does not clean it up in Outlook. What happens is that when that time frame comes around (15 days or whatever max is set for) , Maximizer looks at Outlook and repopulates its calender with that appointment that was supposed to be deleted and the user will not remember creating it and is very confused…

    19 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Meeting duration needs a Preference setting

    Creating a Meeting defaults to a 1 hour duration. The User Preferences for Calendar settings should include an option for default meeting duration

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Google Calendar Integration

    Synchronize Google Calendar with Maximizer

    154 votes
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    planned  ·  16 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Calendar Months

    MAke it possible to scroll through teh calendar with teh mouse. It is annoying to have to jump around month by month

    12 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. highlight date on calander

    On the Calender. Can we please have today's date highlighted with a darker colour. I find it hard to locate today's date.
    It also would be helpful to have 2 months available at a time for scheduling appointments.

    6 votes
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  17. When adding a recurring Appointment, there should be a "ignore all conflicts" option

    If you add a recurring Appointment where several of the occurrences conflict with another Appointment for one of the users, a message comes up for each conflict saying "This appointment conflicts with another appointment on Date at Time for: User"

    You have to click OK for each conflict, which is annoying if there are lots of conflicts. There should be a "OK to All" option.

    There is a User Preference in the Calendar/Hotlist tab for "Ignore Conflict Checking" but you would have to remember to go and set this before creating the recurring Appointment. Ideally, you should be able to…

    16 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Changing the date of a recurring appointment should prompt to change all future occurences

    When you change the date of a recurring Appointment, it comes up with a message saying "Modifying the date of appointment will orphan it from the recurring series it belongs to. Do you want to continue? Yes/No"

    There should be an option to update all/future occurrences accordingly - for example, if you have an weekly meeting and want to move it from Monday to Tuesday.

    The only option is to delete one of the appointments in the series, and select "Delete all occurrences" or "Delete occurrences that have not occurred" then recreate the recurring appointment with the correct date.

    9 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. View Calender Groups

    Some companies have several teams who's calender need to be viewed as a group. It would be really useful if there was a way to save groups of calender to view and not just by re-selecting the user whos calendars are to be combined. For example, I might whan calender Groups: Engeneers1, Engeneers2, Scaffolders its a pain to have to keep selecting manually the right group individuals.

    It would possibly be reasonanbly easy to add this as an extension of the current system of selecting multiple calenders to view.

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to change the font size in the calender.

    Ability to change the font size in the calendar.

    Behalf of JI Software.

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