With the spring 2022 release of Maximizer, we have made it simpler to manage customer interactions including all your calls, emails, chat, SMS, and meetings by consolidating them in the new Interactions tab.
Important: Notes and documents will still be found in their respective tabs. However saved emails will no longer be displayed in the Documents tab and will now be available in the Interactions tab.
The new Interactions feature delivers so much more:
- Set default values, representative of shared values of fields, for interactions as well as emails
- Add default and custom interaction types from under the Interactions tab
- View additional interactions detail by selecting additional columns under the Interactions tab
- 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
- 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:
New Features guide