Maximizer Cloud 2023.11 Release Notes

Global Search

A new addition to the Quick Search dropdown is the 'Global Search' option. This feature enables searching across various objects; including Address Book entries; opportunities; cases; leads; and interactions. No changes have been made to the other Quick Search functions. You can continue searching in the same manner as before; but you may not need to with the power that global search provides.

Upon selecting 'Global Search' and clicking within the search field; a full-screen pop-up will appear. Here; you'll find recently accessed Address Book entries displayed. Clicking on a row will open a pop-up revealing the entry's details and Timeline. Access the action menu to execute various actions pertaining to the entry.

You can also add the entry to the Address Book list by clicking the arrow button at the end of the row.

Perform search and display entries

Enter your search text and either click the search button or press Enter. The search results will display matching Address Book entries; opportunities; cases; leads; and interactions; grouped by types. It's important to note that Global Search behaves differently from other Quick Search functions - it doesn't offer suggestions. To conduct a search; input your text and initiate the search by clicking the Search button or pressing Enter.

By default; each section displays up to 5 entries. If the search finds more than 5 entries; a “Show more…” button will appear below the section. Clicking the button will expand the section and display up to 15 entries.

To further refine your search results; consider entering additional information. For instance; combining the Address Book entry name with keywords found in opportunity Objectives and Description fields can effectively narrow down the search results.

Feel free to close the pop-up and navigate to other modules. Upon selecting Global Search and clicking on the search field again; the pop-up will reappear; displaying your previous search results. To clear the search results; simply click the 'X' located within the search bar.

How does the search work?

Address Book entries

Search Address Book entries by first name; last name; company name; phone number and email address. The results will be sorted by last contacted dates; from the most recent to oldest.

Opportunities

Search opportunities by associated Address Book entry name; opportunity Objective and Description fields. The search results will be grouped by status and sorted by last modified dates; from the most recent to oldest.

Cases

Search cases by associated Address Book entry name; case Subject and Description fields. The search results will be sorted by last modification dates; from the most recent to oldest.

Leads

Search leads by first name; last name; company name; phone number and email address. The results will be sorted by last modification dates; from the most recent to oldest.

Interactions

Search interactions by the text fields across all the interaction related objects; including Subject field in all objects; Details field in interaction log; Description field in appointment; and email message body. The search results will be sorted by dates; from the latest to oldest.

Perform actions while you search

You have the ability to access comprehensive details for various entries such as Address Book entries; opportunities; cases; or leads. Simply click on a specific row to open a pop-up displaying all the details and the timeline. Clicking the arrow button to add the entry to its respective list.

Additionally; by clicking on the ellipsis at the end of the row; you can access a drop-down menu offering various actions that can be performed in relation to the entry.

Within the Interactions section; clicking a row will open a corresponding dialog displaying detailed information. For instance; clicking on an email will prompt the email dialog to appear; while selecting an appointment will open the appointment dialog.

Improvements in Tasks

Completing tasks is now more convenient – no need to open each task individually. With our updated grid functionality; you can directly mark a task as completed. Please note that tasks from Action Plans must still be completed by opening them individually.

To ensure real-time updates; we've introduced a Refresh button. In instances where the grid doesn't automatically update (such as after completing a task in the notification panel); a simple click on the Refresh button will sync the grid accordingly.

Additionally; column headers now show separators; enabling effortless adjustment of column widths.

When you create a new Task; we have adjusted the order of the fields in the right-hand column to: Task With; Regarding; Category; Result. (In previous release; the order was Category; Result; Regarding; Task with.

Default entries for leads

You can now set up default entry for leads. This will reduce manual data entry and increase productivity.

Administrators have the capability to edit the default entry for each user and conduct global edits by selecting multiple users. It's important to note that the default entry for leads won't generate automatically upon adding new users. In cases where users haven't established their default entries; administrators must create the default entry for them.

Say hello to 13 New Zapier Integrations and a new Zapier experience

Please welcome 13 new Zapier integrations!

Integrating your favorite apps with Zapier and Maximizer can automate your workflow to change the way you work. Take advantage of our pre-configured workflows by connecting through Zapier with the following Finance and eCommerce apps:

To understand the value that Zapier and Maximizer can provide to enhance your workflow; check out our latest webinar. Click here to learn more.

Enjoy a new Zapier experience in the App Directory

The Zapier apps that are available in our App Directory are only a fraction of the 6000+ apps available through Zapier and they come with pre-configured workflows to get help you get started quickly. These pre-configured workflows or most popular Zaps are now embedded in the App Directory for an enhanced setup experience.

Copy settings from an existing user when creating a new user

To ensure that new users receive appropriate settings (such as column setup and Key Fields); the login user will be automatically selected when creating a new user. By default; the 'Access settings' option will be unchecked; while other options will be pre-selected. Users have the flexibility to select another user to replicate settings or opt not to copy settings from any user.

Previous release – No user is selected by default.

This release – Login user will be selected by default.

Changes in Personal Access Token screen

The URL for API end point has been removed. You can now find more information about API in our developer portal. Click the link to access the portal.

Improvements in file import

Remove trailing and leading space

In the previous release; importing data encountered a failure in the following situation. In the import file; a column is mapped to a table field “Industry” in Maximizer. One of the cells in the column contains an industry; for example; “Banking “. Note the trailing space after Banking. Due to the mismatch caused by the trailing space; the entry failed to import.

Now; during import; leading and trailing spaces in the text from the import file will be automatically removed. This improvement ensures that such errors resulting from space discrepancies are eliminated.

Handle special characters and user names

In the help document and import instructions; we are asking the users to remove the special characters such as ampersand (&); percentage signs (%) and quote marks (" "). These characters are now supported and can be included in the import file. The following characters are supported: ~ ` ! @ # $ % ^ & * ( ) - _ + = { } [ ] | ; : <> ; . / ?<></></>. Quote marks (“ “) do not always work and should not be included in the import file.

Also; in the import file; you have the flexibility to use either the user ID or user name. Both options are effective for importing users.

Help document and instructions for importing will be updated.

Renew subscriptions and adding new licenses

Updates to the account profile settings for inviting new users and renewing subscriptions for Administrators are now available in your account profile.

These buttons have been re-directed to a new page for a better experience: https://www.maximizer.com/renew-now/.

Watch this quick video to see the update.

Mobile

Default Lead Entry: Save time with our improved lead entry process. The app now utilizes the default settings from the main application to pre-populate new leads; eliminating repetitive data entry and ensuring a swift; consistent setup for every new lead.
Follow Key Opportunities: Stay on top of your sales funnel with our new opportunity following feature. Get notified for stage changes of key opportunities directly on your phone.
Email Signatures: We've made emailing on the go even more personalized. Your email signature from your Maximizer browser application is now integrated into the mobile app; ready to be automatically added to your emails for a cohesive communication experience.

Sales Leader Edition

Playbook in opportunity Details tab

The Playbook feature is now accessible within the Details tab in the Opportunities module. It offers valuable insights into deals and provides convenient access to useful links while working within the Opportunities module. Note that Playbook is only available in Sales Leader Edition.

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