Feature Suggestions for Maximizer CRM

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  1. 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 →
  2. 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 →
  3. Notify other user pop up for calendar appointments

    We would like to be able to minimize the pop up and then view calendar. Only option at the moment is to view time but this does not have enough information. this forces the user to make a decision without them clearly able to see what's happening.

    Or Ask me later option - number of hours

    Or Option to switch off Calendar notifications

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Set appointment response for Contacts that are attending a Calendar appointment

    Ability to set a Contact's response to 'Accepted' for an appointment. When you have multiple Contacts in an appointment, it helps to keep track of who is attending and who is not.

    8 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Making the related addressbook entry - non attending on appointments

    When internal meetings are held it would be helpful if the related addressbook entries could be marked in some way as 'non-attending' .

    The appointment reminders should then exclude these people.

    Meetings are often held internally to discuss a client or project - the reminder needs to go to the team but not the client. At present you cannot remove the client from the reminder.

    13 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add ability to create Appointments on multiple dates (not re-occurring)

    A customer of ours has requested the ability to add appointments on multiple dates (not re-occurring) so they don't have to recreate the same appointment details on more than one date.

    An alternative solution is to have a "Copy Appointment" option (http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2686366-add-ability-to-copy-appointment-in-the-calendar)

    PS: This is not the same as the suggestion for "Multi-day Appointments" (http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2469424-multi-day-appointments) as that is for re-occurring daily appointments with a start and end date.

    54 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    76 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add ability to search in the Calendar

    Currently there are no options for searching in the Calendar window. It would be really useful if you could search on Subject, Priority, Address Book Entry, Assigned User/s, Date Range, etc...

    75 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Maximizer Admin responded

    Hi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.

  9. 1 vote
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Bring back or add something similar to the Calendar Book

    In previous versions, there was a Calendar Book you could make with the Books Cards and Labels part of the program that had to be removed due to compatibility reasons on 64-bit Windows. A client of mine would think it nice if that could be reintroduced in the future.

    24 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. When printing the Monthly Calendar, add an option which lets the user turn off printing of the Users Legend

    I have a customer who is using this feature in version 12, but the Legend takes up a significant part of the page in landscape orientation.

    9 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Adding contact name to calendar appointment by default

    Please put the contact name in the calendar appointment box by default. I'm constantly having to open my appointments to see who it is with, unless I'm on my iphone where it is integrated.

    61 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Set default alarm reminder

    The default Reminder time is 6 hours. I want to set it for 1 Day but only option in settings is the Alarm time.
    Maximizer should allow customization of both Reminder and Alarm times.

    31 votes
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    5 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Displaying hotlist tasks on Calendar

    When adding a hotlist task and assigning it to another user, the task should display on the assigned users calendar, rather than just on the right hand column called Hotlist Tasks.

    34 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. 'Yes to All' and 'No to All' buttons when deleting or editting appointments

    Currently, when altering to deleteing a multi-user or recurring appoointment there are dialog boxes about whether to alter for All Users and All Occurences. If you have selected to delete a range of appointsments (by date or via the Hotlist) you cannot bulk select an answer to this and this have to 'click-through' all of these messages.

    15 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Button directing user from task to relevant opp, cs case or addbk entry

    Add another button to the hotlist task alert to allow the user to go directly to the relevant opportunity, customer service case or address book entry so that they can perform the necessary action there and then complete the task.

    14 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Keeping Outlook Calendar and Maximizer appointment alerts in sync

    When dismissing or snoozing an appointment in outlook, the alert should not appear in Maximizer anymore (and vice versa)

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