Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
52 results found
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Gmail integrated with Maximizer so that we can have our other Branches like to Advisor's Calendar to Book appointments when advisor there.
Integrate gmail calendar with Maximizr
4 votes -
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 votesWe recommend setting an end date several years out. As that appointment date nears its end, it is a good idea to decide whether you still need it or whether something has changed
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Quarterly Recurring Appointments
Several of our customers have asked for the ability to schedule quarterly recurring appointments please?
72 votes -
Outlook Calendar Sync to copy Location to matching field
When synching appointments to Outlook, include the Location from Maximizer in the Location field in Outlook and vice-versa.
18 votes -
Calendar Notes
Ability to write Calendar Notes in HTML so when appointments are synched to Outlook, the Notes appear correctly formatted.
20 votes -
Google Calendar Integration
Synchronize Google Calendar with Maximizer
172 votes -
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 votesThere are no plans to support this because of issues with sync’ing with Outlook
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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.
10 votes -
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 -
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.
17 votes -
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.
85 votes -
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...
81 votesHi, this is on our road-map. We want to implement searching capability as you mentioned for our Calendar.
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