Household View Tab
Financial advisors must understand the dynamics among household members and their connections. The new Household View tab in Financial Services Edition is designed to provide a comprehensive overview of these relationships at a glance. To utilize this feature, advisors need to input entries in the Related Entries tab for the Household record and define the relationship type for each Contact.
The entries in the Related Entries tab, are displayed in the Household View tab. Clicking a name will open a pop-up where you can check the details of the entry and perform actions.
For household parents, contacts should be added with the "Husband Wife" relationship type, while children's contacts should be set as "Dependent." External connections, like accountants or family doctors, should also be added with suitable relationship types. Additionally, other households or companies can be included to be displayed in the Household View.
If the relationship types "Husband Wife" and "Dependent" are unavailable, users should request their administrator to create them.
Add the relationship type to the Household record:
Maximize Button
To provide more space for viewing entry details and timeline items, a new maximize button feature is available across all editions.
Previously, users had to manually adjust the separator for more viewing space, which was cumbersome. The maximize button now allows users to open a pop-up window for an expanded view of the Details and Timeline tabs.
Maximize button in Details tab.
Pop-up window opens upon button being clicked.
This feature is accessible in the Address Book / Contact List, Opportunities / Accounts, and Customer Service / Client Service modules. The pop up window allows for access to the Details, Timeline and the Contacts tabs.
Maximize pop-up window Timeline tab.
Maximizer CRM for Outlook
Support for shared Outlook mailboxes
Users can now access the Maximizer CRM for Outlook app directly from shared mailboxes, such as sales@company.com, enhancing their ability to manage CRM data and functionality without leaving their inbox.
- Viewing CRM contact, opportunity, and activity details within shared Outlook mailboxes.
- Saving emails to Maximizer and creating new contacts, leads, companies, opportunities, or cases directly from shared mailboxes.
- Adding tasks, appointments, notes, and call interactions to Maximizer without exiting the shared mailbox.
Searching for and adding Maximizer entries as email recipients. - Viewing a timeline of past interactions and staying updated on upcoming activities.
However, sync capabilities for contacts, appointments, emails, and tasks are not supported for shared mailboxes, and features like "Send and Save" and "Email Auto-save" are unavailable. In this release, shared inboxes only support email logging when reading messages, not during message creation. Personal mailboxes continue to offer full email-saving and sync capabilities.
New Preferences page and advance email saving properties
In the latest update for the Maximizer CRM for Outlook add-in, users can now access a Preferences page to customize the add-in's functionality, starting with enhanced control over the advanced email saving experience. This feature is available in all editions.
A new Preferences item in the add-in’s dropdown menu allows users to configure settings. Users can choose to display the Advanced Email Properties dialog each time an email is saved to Maximizer.
When enabled, this dialog allows users to define advanced properties like:
- Email Subject: Defaults to the original subject line.
- Full Access: Controls who can view and manage the email interaction.
- Read Access: Specifies who can view, but not manage, the interaction.
- Category: Assigns a predefined category to the interaction, configured by a Maximizer Admin.
- Result: Helps track and organize the communication outcome.
User preferences are saved across sessions and devices, offering a consistent experience. This update enhances user control over workflow and sets the stage for future customization options in the Outlook integration.
Microsoft Teams Channel Integration
The Microsoft Teams Channel integration with Maximizer has been expanded to support chat-based collaboration.
- Users can now initiate a new Teams chat, either 1:1 or group, directly from an Opportunity or Case record in Maximizer.
- The chat title will automatically include the Opportunity or Case name, and a message with key details and a link to the CRM record will be posted.
- Users can link an Opportunity or Case to an existing Teams chat, posting a contextual message to bring stakeholders into the conversation.
- All actions related to chat creation and linking are logged in the Opportunity or Case timeline for full visibility.
This update facilitates faster and more contextual team collaboration directly within the workflow.
Zapier Integration - New webhook-based triggers
The Maximizer Zapier integration now includes webhook-based triggers, allowing for faster, event-driven automation. These enhancements apply to Maximizer Cloud only and enable Zaps to trigger when:
- Lead Entries are created, updated, or deleted.
- Address Book Entries are created, updated, or deleted.
- Appointments are created, updated, or deleted.
When setting up a trigger, users can select specific events to listen for, providing full control over automation timing. This update facilitates real-time synchronization with external systems, making it easier to keep them in sync with updates from Maximizer.