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Feature Suggestions for Maximizer CRM

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4 results found

  1. 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
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  2. Recurring appointments with no end date

    When I set a recurring appointment I want to be able to set a no end date so that when I synchronize the appointments will sync.If I do not put an end date the first occurrence synchronizes but not the recurrences.

    54 votes
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    5 comments  ·  Calendar  ·  Admin →
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  3. Ability to make an Appointment recurring after you've created it

    You can only make an Appointment recurring when you create it. When you double-click on an existing Appointment, the "Recurring" button is greyed out.

    Ideally, you should be able to make an Appointment recurring after the event - for example, if you schedule a meeting which you then decide to repeat in a weeks' time.

    59 votes
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    2 comments  ·  Calendar  ·  Admin →
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  4. 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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