Product Updates
Enhancements in Opps Viewer
Customize the layout for cards
Different users need to see specific data in the cards. For example, a sales manager wants to see the revenue types of deals, while a renewal manager wants to check the Confidence Rating field to assess the health of renewal opportunities. Users want the ability to customize which fields are displayed in the cards.
In this release, you can select up to 6 fields to display in the cards. To customize the layout, click the gear button to open the dialog showing all available layouts. There is a default layout which includes the following fields: Objective, Revenue, Company/Individual, and Close Date. You can create new layouts and share them with your colleagues.
To create a layout, click the 'New Layout' button. In each layout, the first field is always Objective, which cannot be removed or repositioned. You can then add up to 5 new fields. These fields can be repositioned by drag and drop. They can be deleted.
You need to enter a name for the layout and specify security rights. Other users can see and apply your layout design if they have the 'Read Access' right. They can edit or delete your layout if they have the Full Access right.
You can create multiple layouts and select one to apply to the cards on the board. A tooltip to show the name of a field will be displayed when the mouse is hovering over a field.
Sort cards on the board
In the previous release, the cards on the board were sorted by close dates. People in different roles may want to sort the opportunities differently. For example, sales managers might want to sort the cards by revenue to see the biggest deals on top. Now, you can select a field for sorting and change the sorting direction.
Note that the items available in the "Sort by" drop-down match the fields in the layout currently applied to the board.
Refresh the board
A Refresh button has been added to the screen. You can refresh the cards to see the updated data.
Share Favorite Lists
Often, you need to share a list of entries with your colleagues. For example, you might have a list of lost opportunities to analyze together. Sharing a Favorite List is now much easier. You can send the link for a Favorite List to your colleagues via Teams, message, or email. Click the link sent to access the entries.
In the Favorite List dialog, select a list and click the Share button. The URL of the selected Favorite List will be copied to the clipboard. You can then send the URL through Teams message or email. Your colleagues click the link, log in to Maximizer, and retrieve the entries.
Note that your colleagues can only see the entries they have permission to view.
Open the relevant entries in Global Search
In Global Search, you can find Address Book entries, opportunities, cases, leads, and interactions. Often, you need to view the details of the associated entries. For example, if you find a phone log for a contact, you might want to view the contact details and check other interactions with the contact. Or, if you find a contact but some information is only available at the company level, you might want to open the company entry for more details. In this release, you can open all the relevant entries in Global Search.
In the example below, you can click Subject to open the phone log. To view the details about the associated opportunity or company, click the opportunity or company name. The pop-up dialog will open to show the details and timeline of the entry.
Note that you cannot click a row to open an entry. You need to click the links to open the respective entries.
Zapier Integration Enhancement with UDF Search Support
Maximizer has expanded its Zapier integration to include support for user-defined fields (UDFs) in all 'find' actions. Now users can search for Leads, Opportunities, Cases, and Address Book entries using custom criteria. This update streamlines workflow automation, enabling more precise and efficient data management tailored to unique business needs.
Please note that these actions already supported UDFs in search criteria:
- Find Address Book Entry
- Update Adress Book Entry
The following actions have been improved with the UDF search criteria feature in this release:
- Find Lead
- Find Opportunity
- Find Case
Saving Emails to Company Records in Maximizer Connect for Outlook
Note: This feature is available in the old Outlook integration but was missing in the new one. Users can now search for a Maximizer company record without leaving Outlook and can save emails directly to that record. This capability streamlines email management and ensures that all communications are efficiently tracked and accessible within the CRM.
There are several reasons why a user might want to save an email to a company record rather than a specific contact:
- General Information Sharing: Some emails contain information relevant to the entire organization rather than just an individual contact.
- Change in Contacts: Contacts within a company can change over time due to turnover or role changes. Saving emails to the company record ensures continuity and that important historical information isn't lost with personnel changes.
- Multiple Contacts: In many cases, communications pertain to multiple contacts within the same company. Saving the email to the company record ensures it is accessible in one central location rather than duplicating it across several individual contact records.
- Project or Opportunity-Specific Communication: Emails related to specific projects, opportunities, or initiatives often involve multiple contacts and need to be centrally located in Maximizer.