Maximizer CRM Live 2020 R1

Updated 5 months ago by Niall Clifford

To ensure everyone has the best information at their finger tips, we have prepared some articles outline the new functionality and how to utilize them.

Enhancements to the Hotlist module

If you have a task or an appointment with a lead, In previous versions of Maximizer, you needed to switch to the Leads module in order to view the details about a lead and work on the lead. Now you can view the lead information and perform actions against a lead without leaving the Hotlist Module.

Hotlist Enhancements for Leads

The lead information is displayed in Details, History, Notes, Documents and Activities tabs in Hotlist. The Details tab contains widgets for lead details, notes, documents and activities. You can edit the fields, add notes or documents, or schedule tasks or meetings. You can also perform actions against a leads, such as make a call, send an email, schedule a meeting or upload a document.

Add a hotlist task:

Add a Hotlist Task

Enhancements to the Import Manager

Create new items in table fields during import

If you map a column in an import file to a table field in Maximizer, the items in the import file must match the items in the Maximizer field. Import will fail if the items don’t match. In this release, Import Manager will be able to detect if there are items missing in Maximizer fields and allow you to create new items on the fly.

In the Mapping screen in Import Manager, you will be prompted if the import file contains items that

don’t exist in the mapped Maximizer field. You have options to create new items in the Maximizer field. The import process will create the new items first before importing the entries.

Support users’ display name in import files

In previous versions of Maximizer, you needed to use the User IDs for importing Account Manager value to Entries.

For example, to import a user as an Account Manager, you needed to use the Users, User ID such as “JNAPOLI”.

In this release, you can use the User ID “JNAPOLI” or the Display name “Joe Napoli” in the import.

Display better error messages

When an import fails, you can check the problems in the log file. In previous release, the name of the user-defined field is not displayed in the log file. For example, a message looks like this: In column SIN mapped to Udf/$TYPEID(1182): The cell value '740 598 545' is not a number.

In this release, the field name is displayed. You can easily identify which field has caused the problem. The message looks like: In column SIN mapped to Udf/SIN: The cell value '740 598 545' is not a number (in the culture that is selected in Preferences). You can read up further on Common import errors and how to resolve them here:

Common Import Errors and how to resolve them

Enhancement in managing default entries

New default entry

Address Book, Opportunities and Customer Service modules have new default entry dialogs. The new dialog looks similar to the Global Edit dialog. You can select the fields that you want to set the default values and enter the values in those fields.

Default entries:

Default Entries

Administrators are also able manage default entries for other users. This is to ensure every user sets up the right default values, reduce data entry and prevent errors.

For example, the administrator can specify a process for all members of a sales team to ensure that everyone uses the same process to work with opportunities or address book entries The administrator can edit the default entry for each user or perform Global Edit to update default entries for a group of users in Settings screen.

Reporting:

If your team uses Note Reports to track activities and interactions, there has been some changes to the concise view of the Note Report:

Report layout

  • The concise report has now four columns: Type, Date, Details, Creator.
  • Type - indicates notes type (‘Task’ for tasks and appointments, ‘Email’, ‘Outgoing call’, ‘Incoming call’,
  • ‘Opportunity’, ‘Customer Service’, ‘Timed notes’, and ‘Manual’ for non-automated notes).
  • Date – shows the date and time when the note was created.
  • Details – displays the beginning of the notes.
  • Creator – shows who created the note.

Report sorting

  • If you mix Companies/Individuals and Contacts from different companies in one report, you’ll notice a great improvement. Now contacts belonging to the same company are grouped together under the company.
  • The primary sorting of the report is changed to alphabetical order by Company/Individual, and after within the same company by the contact’s last name.

Printing a Note Report:

Print a Note Report

Security enhancement

TLS 1.2 support

To keep up with more complex security requirements, the product is now fully functional with TLS 1.2.

Password hash and salt

To increase security and protect your users’ passwords, salted password and hashing have been introduced.

New features in Zapier integration

Create new entries or update existing entries in Maximizer

Now you can integrate with 3rd party applications to create new entries or update existing entries in Maximizer.

For example, you can create a connection between a web form application and Maximizer. When a new customer submits the form, a new Address Book entry will be created in Maximizer. If an existing customer submits the form, the information in the Maximizer entry will be updated.

Poll for new records or changes to existing entries inside Maximizer

This feature detects whenever a user creates a new entry or changes an existing entry in Maximizer. Zapier checks for any changes in Maximizer every 5 mins or 15 mins depending on the account type. So if there are any changes or additions, all necessary information/details about the entry are forwarded to the 3rd party integration.

For example, you connect Maximizer with your MailChimp account. If you update the information of a contact in Maximizer, the corresponding contact in MailChimp will be updated. These actions are applicable to: Address Book entries, leads, cases, opportunities, appointments, tasks and notes.

Leads Module

In this release, Status and Stage are separate fields. There are four status, including Unqualified, Active, Converted and Archived. The status will be set automatically based on your actions.

If a lead has not been worked on and no process has been applied to the lead, the status will be set to Unqualified. Once a process has been applied to a lead, its status will be changed to Active automatically. After you complete the process, you will either convert or archive the lead. The lead status will be set to Converted or Archived

  • The active leads always have an applied process and current stage.
  • The unqualified leads always have blank process and stage because no process has been applied to those leads.
  • The converted or archived leads may or may not have process.
  • If a lead has a process applied before being converted or archived, you will see the process and the last stage before the lead being converted or archived.
  • If a lead is converted or archived directly from the Unqualified status, the Process and Stage column will be blank.

View details about a lead after it is converted or archived

When a lead is converted or archived, the widgets for lead details, notes, documents and activities will still be available in the Lead Details screen. This allows you to review the history about the leads after the leads have been closed. This can be very useful in some situations. For example, by reviewing the history of an archived lead, you may be able to find a sales opportunity and decide to unarchive the lead.

Creating a lead:

Create a lead

Change a Lead Status:

Changing a Lead Status

Editing Leads:

Editing a Lead Status

Convert a Lead to a Customer:

Convert a Lead to a Customer

Archive a Lead:

Archive a Lead

Maximizer Quick Search Update

Quick Search Tips and Tricks

Maximizer CRM Mobile App:

Themes:

Now, in the Maximizer mobile app you can change the display theme to light or dark mode, to learn how to accomplish this, check out:

Changing App Color Theme

Leads:

Leads are important to any business, you now have the capability to add and modify your leads to ensure that the information recorded with the lead is current and accurate. As you move leads through your business process and the different stages of working them, your end goal is always to create a business opportunity. When that time comes, you are able to convert the lead into your address book and create that opportunity directly from the phone.

You can now Create leads directly in the Maximizer mobile app:

Create a New Lead in Maximizer App

You can now Edit Leads in the Maximizer CRM mobile App:

Edit Lead in Maximizer CRM App

Add notes to a lead in Maximizer CRM mobile App:

Add Notes to a Lead via Maximizer CRM App

Customer Service:

In order to view a complete 360 degree view of your contacts, you now have the ability to view active and closed cases that are associated to your Address Book entries directly from their record. As well as the capability to add and modify cases while you are away from your desk.

The Customer Service module allows you to search for lists of cases and get to the details of those cases with just a tap.

You can now add service cases directly via the Maximizer Mobile App:

Add Customer Service cases via App

Edit customer service cases directly via the Maximizer Mobile App:

Edit Customer Service Cases via App

Add Saved Search via Maximizer CRM Mobile App:

Add Saved Search via App

Delete a Saved search in the Maximizer CRM mobile app:

Delete a Saved Search via App

We have also added the ability to edit Saved searches via the Maximizer CRM Mobile App also:

Edit Saved Search via App

Manage Cases in the Maximizer CRM Mobile App:

Manage Case via App


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