adding-and-modifying-an-Interactions-result

This topic describes how to do the following:

• Add a result
• Edit a result
• Delete a result

Add a Result

This procedure is applicable for either of these scenarios:

• You want to add a Result value that will be applicable for all types of interactions
• You want to add a Result value that is only applicable for phone calls. In the earlier versions; a Result field was associated with a phone call entry upon hanging up the call. Starting with version 2021 R3; the Result values specific to phone calls are added in the same way as that of the Result values applicable to other types of interactions. At the time of creating an interaction of the type Phone Call; or at the time of making or receiving a call; you can choose a Result value as necessary.

1. Log on to Maximizer CRM.
2. Go to Administration Settings.
3. Expand Interactions; and then expand System Fields.
4. Click Result.

   

5. Click ADD ITEM.
6. In the text box that appears at the bottom of the list; type a name for the result; and click SAVE.

   

The newly-added result is placed alphabetically in the list. Click the eye icon to show or hide it.

Edit a Result

1. Log on to Maximizer CRM.
2. Go to Administration Settings.
3. Expand Interactions; and then expand System Fields.
4. Click the drop-down arrow next to a Result and click Edit.

   

5. In the text box that appears in place of the result; type in a name; and click SAVE.

Delete a Result

1. Log on to Maximizer CRM.
2. Go to Administration Settings.
3. Expand Interactions; and then expand System Fields.
4. Click Result.
5. Click the drop-down arrow next to a Result and click Delete.
6. On the confirmation message box; click OK.