Feature Suggestions for Maximizer CRM

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  1. ability to see backlogged appointments in the My Workspace

    actually see outstanding appointments, this function is available for tasks only, if this function were on CRM, we could check that appointments are being done, completed and that we can check employee activity not just based on tasks. Activity measurement is important, so ensuring that a sales person completes their activities means all activities

    1 vote
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      0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
    • Reassign task after call, email prompt

      Currently you are prompted with an option to send an email to the user that you assign a task to. This does not occur during the call/receive call workflow. Although you can reassign a task, there is no prompt to send an email reminder to the user. I suggest assigning this functionality to the workflow.

      3 votes
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        0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
      • Schedule Database Indexing

        Maximizer support told me that I should be re-indexing the database every 1-2 weeks to increase product performance.

        If this is something that should be done on a routine, it should be part of the product and not something that customers are responsible for setting up.

        6 votes
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          0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
        • "time a task"

          Add to the 'Time a Task' feature a window where the user can make notes about what was, for example, done during the time consumed by this task timer. Also, in the resulting notes record of the task, add a record of the task duration and the subject line (similar to that done when a phone call is recorded to the notes record). Thx

          9 votes
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            1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
          • Not have a user defined field that is set to create a task, create a task for everyone in our Maximizer group

            Currently, if you set a user defined field to create a task, it creates the task for everybody using Maximizer. For example, we had set up Next Contact Date for a customer to create a task that showed up in the user's hotlist and My workday. What happened is that it created the same task for every user we have and all the replications showed up on everyone's hotlist and workday.

            1 vote
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              0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
            • Bulk Activity Reassignment via Activities tab & Auto Reassign

              The ability to have all tasks automatically reassigned when the Leader is changed on an Opportunity (formerly a feature of the Sales Plan/Strategy) is SORELY MISSED. Please put it back!!

              Also you need to have the ability to bulk reassign tasks from the Activities tab rather than having to go all the way out of what you are doing and into the Hotlist page, and then having to do a custom search.... that's terrible! Please fix this!

              3 votes
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                1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
              • Improve the process of making an appointment

                With Maximizer 2016 I was been able to remove myself as organizer of an appointment, now a days it isn't possible for me anymore to remove the organizer of an appointment, which can be frustrating.
                Now we have to remove the appointment in Maximizer, set the filter on the right name and make an appointment again. This process is like 3 steps longer than the old one.

                Old version: open the appointment > remove yourself > done.
                New version: remove the appointment > set the filter on the right name > press the appointment button > make the appointment >…

                45 votes
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                  2 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                • add the color back to the icons for easier visuals

                  add the color back to the icons

                  7 votes
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                    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • hotlist

                    when I am in hotlist, I cannot create a new task unless I go back to the address book and pick someone to start from. I can then mark it personal so it doesn't get connected to that person, but that is an extra and unnecessary step

                    19 votes
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                      0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                    • Can Action Plan Tasks be dependent on completion of the previous task rather than the start date of the Action Plan?

                      For example, I send an original document away for approval and it takes about three weeks from the time I send it away to get it back. It would be nice to not have to calculate it from the start date of the Action Plan since there are several steps in between the start date and when I get my paws on the document to send it away. The actual time frame is rarely the same but the interval I want to set between tasks always is.

                      12 votes
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                        0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                      • Sorting Hotlist Tasks by colorful icon

                        In our business, every task needs a different activity description, and we have many tasks for everyday of the year, many of which are scheduled 1 - 5 years in advance. Looking at a day, week, or month of tasks, it is very difficult to quickly pick out by priority, or activity description the highest priority. The alarm notifications panel is even less differentiating of these tasks.

                        What would be great, is if the Hotlist Icons were brightly color scaled and could be sorted where set subjects/descriptions of tasks could still be visually communicated through color recognition.

                        12 votes
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                          0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • 4 votes
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                            0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                          • 7 votes
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                              0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please add companies that were recently viewed and worked with in the recent entries drop-down

                              Please add companies that were recently viewed and worked with in the recent entries drop-down. Now it only shows individuals and contacts

                              3 votes
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                                0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                              • Recurring Hotlist Events

                                There should be an option to set a task as recurring with the ability for daily, weekly, monthly, yearly reminder options. Also to put in an end date or number of occurances and on a specific day if needed. Like outlook or goldmine tasks.

                                47 votes
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                                  1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
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                                    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Need Meetings to send .ics attachment

                                    When making a meeting appointment it would be good to have the ability back to attach an ics file

                                    15 votes
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                                      0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Hotlist Task Time drop down to not start at 12am

                                      The Start Time for appointments defaults to the current time but for Tasks it is blank & when you click on the drop-down the times start from 12AM so one has to scroll right through to, say 10.30am, to set it. I know you can type it in but you have to remember to put in the colon and the correct format, so that’s a bit of a pain. Ideally as a minimum this should prompt the "Working Hours From" value from the users preferences

                                      19 votes
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                                        0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Looking for a way to find Address book entries without opportunities.

                                        Unfortunately, while you can retrieve the Address Book entries associated with an opportunity, or the opportunities associated with an Address Book entries, there is currently no way to build a list of Address Book entries that are not associated with any opportunities

                                        3 votes
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                                          1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Ability to edit all company contacts whilst in hotlists

                                          When in Hotlist tasks against one contact within a company, the ability to edit any contact within the company

                                          9 votes
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                                            0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
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