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Member |
Is there as simple way of making appointments for other users when I am the master user?
I have clients that I fix appoinments for with the reps. If I am logged on as the master user I get the option to have other users attend. I want to be able to review the user diaries an make an appointment with out logging in and out. Thanks in anticipation Chris |
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New Member |
You bet!
First under preferences you must allow access to calendars for each user When you open up the calendar you will see a drop down list of users. Select your user and make the appointment in the usual way |
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New Member |
I am trying to do this on max 9. When I make an appointment for another user it always includes me.
I can "assign" or unassign" other people but my entry always remains ticked. I have set up the preferences as suggested. |
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CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

