Johannesburg, 05 Aug 2022
With the spring 2022 release of Maximizer, we have made it simpler to manage customer interactions, including all your calls, e-mails, chat, SMS and meetings by consolidating them in the new Interactions tab. Notes and documents will still be found in their respective tabs.
The new Interactions feature delivers so much more:
- Set default values, representative of shared values of fields, for interactions as well as e-mails;
- Add default and custom interaction types from under the Interactions tab;
- View additional interactions detail by selecting additional columns under the Interactions; and
- New report called the Consolidated Interactions report that contains interactions associated with all users to give a complete view of the customer communications.
And there is even more in the latest release…
- Advanced Search just got more powerful, allowing you to use Interactions as search qualifiers to look for records in the Address Book, Leads, Opportunities and Customer Service modules;
- Additional accessibility support is available in the Address Book and the Add Hotlist Task; and
- New capability for creating recurring appointments that occur in multiple weekday times.
For more details regarding this release, please view our comprehensive release notes or our new features guide:
Release notes
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