Feature Suggestions for Maximizer CRM

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  1. Select a different Calendar for synchronization within a given Outlook profile

    We use multiple calendars in Outlook. It would be nice to be able to select which calendar gets synchronized with Maximizer. An example would be a user has calendar A, B & C in Outlook and needs to sync only calendar B with Max.

    13 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. print reports from the Weekly List View. However, reports do not include the users name, nor does it print all app'ts if more than 3.

    Include User name when printing Weekly List View reports. Also print all appointments for each day, including Saturday and Sunday.

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Improved Calendar View - Manage scheduling better

    Improve the Calendar view so that it can handle scheduling without looking messy.

    6 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Calendar views should have optional views on all mobile apps including blackberr and ipad for 7 days options , ,weekly views and monthly.

    All mobile application should have optional views like desk top. this was across the board with Max Mibile light Versions 10 and 10..5

    6 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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.

    7 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add a 'Today' button when using the built in calendar funtions

    Add a 'Today' button when using the built in calendar funtions so that you can easily select today's date rather then having to select Month and year from two seperate drop downs and then having to select the date. This will make things easier in opportunities when updating start or closed dates to today's date.

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Have the ability to have text in different colors on the calendar.

    Have the ability to have text in different colors on the calendar.

    29 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. The web client is missing a piece of functionality that is in the Windows client - the ability to see the Properties of an Appointment.

    The web client is missing a piece of functionality that is in the Windows client - the ability to see the Properties of an Appointment. This is very useful for seeing who created an Appointment, and enforcing in-house protocols etc.

    23 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Holiday editor

    Seems the holiday editor is not available in the web access administrator , if you create a new address book it has the default holidays already populated which can be an issue for web only implementations.

    11 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Appointment Notes/Documents Feature

    There is also a requirement for 'internal' notes that are on the appointment but that do not get sent out to the client. eg. meeting objectives etc. It would be really good to have set of notes 'linked' to appointments - they could appear in the normal flow of notes too but should be available as notes added from and linked to an appointment (on a tab?), perferct for agendas, briefings, minutes etc. (documents too?)

    23 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Recurring appointments should be orphaned from the group when you change a single date or time

    If you change one appt which is part of a series of recurring appts and then you want to add a user or change all the initail recurring appts. The singler change is updated with the rest

    6 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Action Plans to have an option to skip over weekend days

    Give the option to skip non-working days for the assigned user. Either prompt with action toi take (eg: move backwards, move forwards or override) or allow this to be set as a property of the Action Plan.

    17 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. All timeless/all-day appointments

    Copy the functionality of Outlook to have "All Day" appointments

    13 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Make the calendar drag n drop as per version 5 to 9 (grab contact drop into calendar) simple

    The older versions would allow contact to be grabbed and dropped into the calender for an appointment etc - why no more? Also why can't we have Bi-Monthly calendar option like the older versions?

    8 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. 10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    14 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Fix Date bug

    Date at top of automated email adds 10 hours to local time rather than 10 hours to UTC time. Dates and times at the bottom of this example are correct.

    From: Brian Wolstenholme [mailto:brianw@dataplansystems.com]
    Sent: Monday, 6 August 2012 3:35 PM
    To: Sharon
    Subject: Appointment Requested: Maximizer Training
    When: Wednesday, 5 September 2012 6:30 PM to Thursday, 6 September 2012 3:00 AM (UTC+10:00) Brisbane.
    Where:

    Appointment details:
    Date: Wednesday 5 September 2012
    From: 8:30 AM [E. Australia Standard Time]
    Until: 5:00 PM [E. Australia Standard Time]
    Priority:

    Subject: Maximizer Training

    Attendees Invited:
    Sharon Hambly - Steggall Nutrition Pty…

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. iCAL compatibility

    I have been waiting for YEARS for iCAL compatibility. NEED to be able to send iCAL compliant invitations as well as receive them. Large amount of my contacts generate iCAL meeting invitations and i cannot directly bring them into Maximizer. Even on my new ver.12. Had Maximizer since Max-97 ... WHEN WILL THIS FINALLY HAPPEN !

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