There are some great features in the Calendar module within Maximizer CRM 2017 (and R2), all designed to make it easy to use and loaded with useful information. Did you know, for example, that you can:
- quickly view and create tasks from within the Calendar
- create all-day and repeat appointments
- tweak your settings without having to open the Preferences dialog
- adjust the height of the time slots to see more/less information about appointments
Let’s take a look at some of these…
Here’s an example of what the calendar looks like in Maximizer CRM. Each user has a colour asigned to him/her, which makes it easy to quickly see who’s doing what. It is worth remembering that if a user is viewing the appointments in his/her calendar, that user’s colour will be displayed. So in this example, if Lou Jones and Joe Napoli are in an appointment together and Lou’s calendar is selected, the appointment will be displayed in Lou’s colour. Conversely, if you switch to Joe’s calendar, the same appointment will be shown in Joe’s colour.
Also seen in the above screen-shot, you can see that if you hover over an appointment, the details will pop up. From the pop-up window, you can edit or delete the appointment.
All day and repeat appointments
You can create all day appointments by sliding the “All Day Event” button:
You can also create appointments that repeat for as many days as you like. Start by clicking on the circular arrow:
The following window will pop up. Select the end date in the “Ends On” area, then click Save:
The side panel in your Maximizer CRM Calendar has three tabs at the bottom, covering Tasks, Calendar and Settings. So depending on which tab you select, different items will be displayed in the side panel:
When you select the Tasks tab, you will see your Hotlist tasks on or around the selected date. If the selected date is in the current week, then all tasks in that week will be displayed, grouped by days. At the bottom, there is a separate section for overdue tasks.
If the selected date is not in the current week, then only the tasks for the selected date will be displayed.
And guess what? You can add a task from the Tasks tab by clicking on the “+ Enter Task” button on the top – easy!
The next tab along the bottom is the Calendar tab, which allows you to specify which users and locations you’d like to see in the Calendar. Don’t forget – you can edit who you see in this list by clicking on the “Edit List” button.
Next along the row of tabs is Settings, where you can change the way you receive notifications and how your Calendar is displayed. This is really handy as it means you don’t have to open the Preferences dialog to make these tweaks.
Starting wtih the Notifications Options – here, you can adjst the alarm lead time, set the alarm on or off when adding appointments, check for (or ignore) and conflicts in appointments, and allow/suppress follow-up activity prompts:
Under Display Options, you can fine-tune your work hours, working week, default icons, when the first day of your week is, your default view on startup, default interval in minutes, and whether or not you want to see non-work days in your weekly view:
Expand timeslot height
Here’s another handy little tip – you can increase the height of the row of the time slots so that you can see more information within your appointments. To adjust the height, go to the Settings tab (as described above) and change the value in the Timeslot Height field:
I hope you’ve found these hints and tips useful. Do contact us if you have any questions!