Maximizer Cloud 2022.08 Release Notes
Account managers for Address Book entries
The account managers assigned to a company or an individual are displayed in the left-hand side panel in the Details tab.
Note:
· If the users have not uploaded their profile photos; their initials will be displayed.
· The Account Manager field is not available in contacts.
Leader of an Opportunity
The user assigned as the leader of an opportunity is displayed in the left-hand side panel in Details tab for opportunities. The name of the sales is displayed below the leader’s name.
Note: The expected revenue and the weighted revenue are displayed in the left-hand side panel now.
User assigned to a case
The user who has been assigned to work on a Customer Service case is now displayed in the left-hand side panel in the Details tab for cases.
Users invited to an appointment
When users are invited to an appointment; their initials are displayed.
Note: In appointment; only the users’ initials will be displayed. Displaying profile photos is not supported.
New look of the Add New button
The button for creating a new entry has a new look. The buttons are prominent and will be noticed easily.
The changes have been made in Address Book; Opportunities; Customer Service; Leads; Hotlist; Calendar and Quotas modules.
Change the display density of the grids
In the July release; the row height of the grids has been increased to create more space and reduce clutter. Some users prefer to have a compact view so they can see more data on the screen. In the August update; a setting has been introduced that allows the users to set the display density. The setting for displaying density can be found in the Preferences dialog.