Maximizer Base Edition (French version) Update – 2024.FR.6
Release Notes
Experience the magic of Global Search
The Global Search option is a new addition to the Quick Search dropdown. 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 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 the 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 the 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 the 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 the oldest.
Interactions
Search interactions by the text fields across all the interaction-related objects, including the Subject field in all objects, Details field in the 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 can 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 dialogue displaying detailed information. For instance, clicking on an email will prompt the email dialogue to appear, while selecting an appointment will open the appointment dialogue.
Introducing Timeline. Your customer interactions organized.
Your consolidated interaction history for your clients is finally here. Grouped chronologically by month, you can now see everything you need in one place: notes, documents, emails, phone calls, appointments, tasks and interactions. You can expand each item to see each its full details, filter through activity types and use the search bar to locate specific keywords. Timeline will also be available in the Leads, Hotlist, Opportunities and Customer Service modules to keep your customer touchpoints organized and more accessible throughout your day.
The reporting has been updated to a Consolidated Timeline Report and will replace the previous Interactions Report. The filter option is available for filtering by user and activity type if needed. Notes, documents, and any interaction will be displayed in the Timeline report to export your sales activities so you can easily prepare for your next meeting.
Introducing the new Tasks module - Manage your to-do list with recurring tasks
The new Tasks module enables you to manage your tasks effectively and streamline your workflow. With this module, you can view all relevant information in one place, eliminating the need to search for information in different places and making it easier to get a complete picture of each customer, deal or case.
The Tasks module features a simplified user interface. You no longer need to use drop-down menus and can filter tasks quickly without relying on pop-up filters. With the introduction of tabs to manage workflow, you can quickly review what is happening today, identify overdue tasks, and track the status of tasks assigned to others.
While you are trying the new Tasks module, you will still be able to access Hotlist and work with tasks in other places such as Timeline, Interactions, and Activities. Your current workflow will not be disrupted by the new module. However, new features such as recurring tasks will not be displayed in the Hotlist module and Activities tab. We will continue to improve the Tasks module. Once all the functions are available in the Tasks module, Hotlist will be discontinued.
An overview of the Tasks module
The Tasks module includes four built-in tabs. Each tab includes a filter bar and a list.
See all of your Tasks
The “All” tab displays tasks based on the selected filter settings, including date range, user and a toggle to show or hide completed tasks as needed.
Clicking on the Subject column will open the task dialogue. Clicking on the links in the Name column will open the corresponding Address Book entry or Lead. You can also open the associated Opportunity or Case by clicking on the items listed in the Regarding column. This allows you to view all relevant information without leaving the module.
Focus on today's tasks
The "Today" tab displays tasks that are due on the current day. You have the option to turn off completed tasks to focus on pending ones.
The User filter enables you to select other users. You can check the activities they are working on, provide assistance and collaborate as needed.
Pay close attention to your overdue tasks
The “Overdue Task” tab displays tasks that are overdue. The User filter allows you to select other users to help you find out if they need assistance in catching up.
Collaborate with your colleagues
The "Delegated Task" tab displays tasks that you have created and assigned to other users. This tab allows you to track tasks that you have delegated to others. It is equivalent to the option of “Only show tasks that I created” filter in the Hotlist module.
Manage your to-do list quickly
If you have many tasks and cannot finish them on time, consider reassigning some of the low-priority tasks to your assistant. You can now select tasks, set their priority, and delegate them to another user using Global Edit.
The Global Edit button is available in the toolbar when tasks are selected. Clicking this button will open the standard Global Edit dialogue box.
In the Global Edit dialog, you can select the task fields including Assigned to, Category, Result and Priority.
Note that you cannot create notes when global editing tasks. The note-related fields are disabled.
Please Note: You cannot complete tasks created from Action Plans. You need to open each task and complete them individually. A unique icon indicates the tasks from Action Plans.
Show or hide completed tasks
Use the switch to toggle completed tasks on or off. Completed tasks will be crossed out.
Create a new task
Clicking the "New Task" button in the Tasks module opens the dialog for creating a new task. You can link the task with an Address Book entry or a Lead. If the task is with an Address Book entry, you can also associate the task with an Opportunity or a Case using the Regarding field.
Note: Creating a task in the Hotlist module doesn’t allow you to link the task with an Address Book entry or a lead.
Completing Tasks on your to-do list
When a task is completed, the completion information is displayed in the System Information section of the task dialogue, providing details about the task completion date and who completed it. This information is useful when reviewing delegated tasks, as it allows you to see when the task was completed by another user.
Recurring tasks
You can create recurring tasks by clicking the Repeat button in the Task dialogue. A pop-up will open for you to set up the recurring rules. You can create daily, weekly, monthly, or yearly recurring tasks.
The recurring rules will be displayed in the Task dialogue. You can edit or remove the rules.
Important note about recurring tasks
When you create a recurring task, only the first instance will be created. Subsequent instances will be created automatically when the previous task is completed, with all the data from the previous task copied to the new one. However, you need to be careful when making changes to an incomplete instance, as you may inadvertently change the recurring rule.
For example, let's say you have a weekly recurring task for every Tuesday. If you open an incomplete instance of the task and change the date to Wednesday, the next task created will be for Wednesday, not Tuesday. To maintain the previous recurring pattern, make sure to change the date back to Tuesday in the new task so that future tasks will continue to be created on Tuesdays. Modifying a completed recurring task will not affect other tasks in the series.
It's important to be careful when deleting an incomplete instance of a recurring task. Deleting the incomplete task will end the recurrence and no new task will be created.
Edit recurring rule
You can edit recurring rules by clicking the pencil icon in an incomplete instance of a recurring task. The change will affect the future tasks. In a completed instance, the pencil icon will be hidden.
To stop recurrence, click the x next to the pencil icon.
Places where you can work with recurring tasks
You can create, view, edit, and delete recurring tasks in the Tasks module, Timeline and Interactions tab, Timeline widget in Leads, and Actions panel in the following tab. Recurring tasks will also be displayed in the Consolidated Timeline Report.
Recurring tasks are not displayed in the Hotlist module and Activities tab, not supported in Action Plans and are not synced to Outlook.
Share entries using links
Now you can invite your teammates to work on entries by sharing links. Simply copy the link of an Address Book entry, opportunity, case, or lead, and paste it into your Teams chat or email. Your teammates can click the link to view the entry in Maximizer.
Leads module - Send a group email to leads
You may have numerous leads coming in each day, and the first touchpoint is always an email. To respond promptly and increase the chances of a conversation, you need to select multiple leads and send them an email at once. During the lead qualification process, it may become necessary to nurture certain leads. In such cases, you need to select those leads and send them an email with more information.
Now you can select multiple leads and use the email compose dialog to send emails to all of them. The Email button has been added to the header bar in the Leads module. Clicking this button will open the email compose dialogue.
In the email compose dialogue, you can insert fields for leads into the message. You can also select a pre-built email template.
Note that if some of the selected leads do not have an email address, they will be skipped during the process. In this version, the unsubscribe function is not available. It will be included in a future release. The limit for sending emails to leads is set at 500.
Enjoy the full Zapier experience
You can now easily access Zapier from Maximizer's App Directory. You will be able to access and manage your workflows with a single click, saving time and eliminating unnecessary steps.
Use the Zapier Editor to fine-tune existing workflows or create new ones seamlessly. Explore and integrate tried-and-tested workflows designed to boost sales productivity and results. Boost your productivity and elevate your sales performance with Maximizer!
Zapier trigger "Find or Create Lead Entry”
This new Zapier trigger allows to check if the lead already exists in Maximizer before creating a new one.
Connect to Your Favorite Apps
Please welcome 22 new Zapier integrations!
Integrating your favorite apps through Zapier and Maximizer can automate your workflow to change the way you work. Take advantage of our pre-configured workflows by connecting through Zapier:
- Zoom
- Google Meet
- Nextiva
- Facebook Messenger
- ActiveCampaign
- Front
- Chili Piper
- Help Scout
- JustCall
- Sage Accounting
- Stripe
- PayPal
- Chargebee
- Square
- QuickBooks Online
- Xero
- WooCommerce
- Shopify
- Amazon Seller Central
- Quickbooks Commerce
- eBay
- BigCommerce
To understand the value that Zapier and Maximizer can provide to enhance your workflow, check out our latest webinar. Click here to learn more.
Please welcome OCAT DataLenz for Spire
Maximizer's DataLenz for Spire integration connects your ERP and CRM systems for enhanced visibility and efficiency of your orders and invoices.
In today’s fast-paced business environment, having the right information at your fingertips is critical. DataLenz is designed to simplify this process, bringing together your Spire and Maximizer accounts. This tool provides a read-only view of your Spire data directly in the Maximizer user interface, giving your team enhanced visibility and control without data redundancy. By seamlessly linking Maximizer contacts to Spire customers, this integration streamlines data management and enhances sales efficiency.
With easy access to communication data, orders, invoices, and account information, Maximizer users gain a comprehensive view of their customers, enabling them to make more informed decisions and deliver personalized experiences. The integration between Maximizer and Spire offers sales professionals a powerful solution to optimize their sales processes. By linking contacts, accessing communication data, and gaining insights into orders and accounts, Maximizer users can streamline their workflows, improve customer relationships, and drive sales.
To learn more, please contact Cencomp - one of our valued Business Partners.
Save and send emails with Maximizer contacts now available for Maximizer Connect for Outlook 365
Add Maximizer contacts as you write emails within Outlook 365 and save the email as an interaction to one or multiple contacts within Maximizer.
UI Improvements
New User Profile dialog
The refreshed User Profile dialog makes it easy for users to navigate and edit their information easily.
UI polishing
Calendar
Increase the width of the User drop-down to display names in one row.
Before |
Now |
Appointment dialog
Increase the width of the date field. When you use long data format, the date will not be cut off.
Before |
Now |
Editing phone number and email address in Address Book details tab
Remove the clear button. The labels are not cut off.
Before |
Now |