Appointment & Task Schedular
The Action Plan section showed how with Maximizer 9 you can create custom tasks and appointments for opportunities so that you can have a projected workflow of activities. Of course, you can create tasks and appointments whenever you want as and when the need arises. With Maximizer 9's apointment and task scheduler you can create appointments on the fly not only for yourself but for other users.
Maximizer 9 Appointment Calendar
Being a multi-user system, Maximizer 9 gives you the opportunity to view not only your own tasks and appointments but those of other users of the system. Quickly seeing appointment calendars of other users means a greater collaberation of understanding between yourself and your colleagues. Maximizer's contact management system also prompts you for upcoming activities minimising the risk of forgetting that all important meeting.You can also see your appointments and tasks using Outlook and mobile devices, for more information see our Outlook & PDA synchronisation section
Nomis Advice: We find that Maximizer 9 is an effective management tool for small business development. In most cases for small companies Maximizer 9 is the perfect solution. In some cases, where a more powerful CRM tool is required it might be recommended that Maximizer CRM is a better solution for your business.
Appointment & Task Scheduling