Maximizer CRM 2020 – What’s new in R1: an overhaul of the leads module
June 2020 saw the release of the much anticipated Maximizer 2020 R1, and it didn’t disappoint. It was jam packed with enhancements but the ones that we are most excited about are: An overhaul of the Leads Module Improvements to the Import Manager The ability to manage Default Entries centrally Other enhancements on the Web […]
Using task & appointment CRM alarm notifications
No-one wants to miss a meeting or forget to do an important task. Using task and appointment alarm notifications, therefore, is a great way to ensure you stay on top of your agenda. That’s where CRM alarm notifications come into play. They’re not just a feature in your CRM system; they’re your personal assistant, ensuring […]
Maximizer CRM 2020 Release 1: Improvements to the Import Manager
Last week, we kick-started our 5-part blog series about what’s new in Maximizer CRM 2020 Release 1 with a list of enhancements that we’re most excited about: An overhaul of the Leads Module Improvements to the Import Manager The ability to manage Default Entries centrally Other Enhancements in the Web Client A great addition of […]
How to Build More Complex Notifications
So far, our previous Blogs have covered: How to use Task ; Appointment Alarm Notifications Setting up and Configuring Advanced Notifications How to Build Simple Custom Notifications This Blog will expand on our last example of creating a New Customer notification, this time using the following two criteria: Sales Team = Channel Sales Revenue is […]
Additional Configuration in Outlook
In a previous blog we showed you How to Set Up Microsoft Outlook Integration. However, some of the functions on the toolbar, such as Create Contact and Create Case, require some additional configuration in the Outlook settings. If you click on any of these buttons before going through the additional configuration in Outlook, you’ll get […]
Maximizer CRM Version Comparison Guide – Updated for Maximizer CRM 2020
As you’d expect from any software program, Maximizer CRM is continually enhanced and improved. So if you’re on an older version of Maximizer CRM, you may wonder what exactly these enhancements are. That’s why we’ve reviewed the Maximizer CRM version comparison guide in this blog. Hopefully this will give you an idea of some of […]
