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Feature Suggestions for Maximizer CRM

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9 results found

  1. Max to send out automatic Confirmation email to cleints

    Have max send out a confirmation email to a client to confirm their appointment 1-2 days prior.

    12 votes
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    0 comments  ·  Calendar  ·  Admin →
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  2. Custom Appointment Email Reminder Notification

    It would be great to be able to customize an entire HTML document to amend to the body of Appointment Email Reminder Notifications, so that we can customize the look of the reminder email to keep consistent with our Corporate Identity Guidelines.

    8 votes
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    Released  ·  1 comment  ·  Calendar  ·  Admin →
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  3. Filter long list of users in appointment dialog

    When adding an appointment we would like to be able to filter by the first or last name of the user that is listed under All Users. As customers grow that list becomes too large to scroll. A search filter at the top of the users tab would help us quickly find the people we need to attend the meeting.

    9 votes
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    0 comments  ·  Calendar  ·  Admin →
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  4. Support for multi-day appointments / events from Outlook

    Currently Maximizer has no support for Multi-day appointments and therefore can't sync them from Outlook, however it tries...

    It is also dificult to find this information out as it doesn't appear in the manuals.

    So what happens when this does happen (Maximizer 12 Winter and Exchange 2010 with MaxSync)

    • A multi-day appointment gets added to outlook
    • An appointment gets created by MaxSync for the first day of the multi-day appointment.
    • MaxSync the updates Outlook and makes the multi-day appointment into a single day appointment.

    This should be in the manual.
    These appointments should be ignored or supported.

    111 votes
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    6 comments  ·  Calendar  ·  Admin →
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    Released  ·  Maximizer Admin responded

    With the release of Maximizer CRM v2017 in October ’16, multi-day appointments are now supported.

  5. 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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    Released  ·  0 comments  ·  Calendar  ·  Admin →
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  6. We would like to see a Preference to turn off the reminders in Appointments.

    In Version 12 (and Summer 2012), the reminder email for appointments is now set to default with no way to turn this feature off. Many of our users do not want this feature and there is no way currently to turn it off.

    62 votes
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    15 comments  ·  Calendar  ·  Admin →
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    Released  ·  Jogi Nijjar responded

    In Winter 12 release this has been addressed. Last preference is now remembered by Maximizer.

  7. 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.

    64 votes
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    Released  ·  1 comment  ·  Calendar  ·  Admin →
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  8. Multi-day Appointments

    Right now, there's no direct option to book multi-day appointments. The work around is to make a 'daily' recurring appointment and set the start/end date accordingly.

    For example, booking appointments for vacation, multi-day conferences, etc.

    51 votes
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    2 comments  ·  Calendar  ·  Admin →
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  9. Being able to print monthly view in the Calendar

    Right now, monthly view can only be printed via Web access and not through the Windows Client.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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    Released  ·  Connie responded

    This is now available in v12 Group and Enterprise editions!

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