Maximizer Cloud 2022.07 Release Notes
Notes Function is Back
- Logging notes for phone calls; emails and appointments/tasks creation; modification; and completion.
- Email notes will be created when sending emails from Maximizer email compose dialog and Outlook add-in.
- The logging note options have been added back into Preferences dialog.
Note: If you manually log an interaction; the logging notes will not be created.
A Fresh New Look
- Introduce the new style for the Icon Bar with bigger icons and bold text.
- Increase the row height of the grids to provide more space and reduce clutter.
Optimized Quick Search Bar
- Quick Search field is now top center of the header bar.
- The Last Contacted Dates of typed entries now show up in Suggestions.
- This will help you to decide which entry to select if multiple entries with the same name have been found.
- New Display of avatars for individuals; contacts and leads in Suggestions.
Cleaner Dashboards
- An updated display of the Dashboards to look clean and simple
- Separate Dashboard for My Work Day module. You can now turn on or off each module independently.
Please Note: The options for Show Dashboards and Show Tasks and Appointments in Preferences dialog have been removed.
Enhancement in Opportunities Module
1) Opportunity Status Filter
The opportunity status filters are now available in Opportunities module. You can quickly filter the search results by status.
After you have performed a Quick Search to search for Opportunities; In Progress is selected by default. You will see the In Progress Opportunities of the search results. Click Won or Lost to see the Opportunities in their respective status. Or; click All to see all available Opportunities search results including those Abandoned and Suspended.
Note: If you perform an Opportunity search by Leader; Advanced Search; or retrieve a Favorite List; All will be selected by default. You can click In Progress; Won or Lost to see Opportunities in their respective status.
Clicking the Custom Filters button will present a drop-down. The items in the drop-down are the same as those under the Search menu. You can perform a search using one of the menu items seen below:
2) Change Stages in your Sales Process
To move the sales stage forward; you can now simply click a stage in the process and click the Set Stage button.
New Blank Screen Display
When a screen is blank; a graphic with instructions will now be displayed.