Maximizer CRM 10.5 New Features Guide

Highlighted below are Tiger Technology Group Inc.'s picks for the most significant new features and improvements found in Maximizer CRM 10.5.

Address Book

• Create custom column views within the Hotlist with the Hotlist Column Setup option
• Use the Global edit feature to delete (remove) user-defined field values
• Search for a null value by using the “Search by No Value” option in the Search All Fields dialog box
• Spell check when writing an HTML email in Maximizer’s email editor
• Email auto signature character allowance has been increased to 5000 characters
• Remove the Sales, Marketing, or Customer Service tabs from the icon bar if they are not needed
• All email dialog boxes follow standard preferences throughout the program
• Set duplicate checking for all email and phone number fields
• See appointments more clearly in the new Weekly List View in the calendar
• Enter additional details or a meeting agenda in an expanded note area in a Calendar appointment
• Associate your calendar appointment with multiple companies, individuals, or contacts. Completed appointments make notes on all associated records.
• Automatically assign leads and accounts based on territory rules and effectively manage territories, re-assignment of accounts when teams change using the Territory Management feature
• Manage products, quotes and orders linked to sales opportunities to accurately track the entire sales and purchase cycle with the new Quote Management system in the OrderDesk.

Web Access (Portals)

• Enjoy better speed when using the web interface
• Execute an email merge in the Employee Portal
• Perform administrator functions such as setting up users, editing User-Defined Fields, and database management
• Ask at startup which address book list to view

Mobility

• With MaxMobile for BlackBerry, access and update contacts, leads, tasks, appointments, sales, opportunities, and customer service cases from anywhere
• Wireless synching for Windows Mobile and Blackberry

MaxExchange

• Synchronize multiple databases with MaxExchange Server 10.5
• MaxExchange remote computers send a packet with every synchronization regardless of changes made, resulting in more accurate usage reports
• Optimized handling of MaxExchange data

Customization and Integration

• Design custom field labels with the Customization Suite
• Integrate with Great Plains with an accounting link
• Take advantage of better archiving of email data through improved Outlook integration
• Direct insert from Web Inquiry Form

Administration and Support

• SQL Express replaces Pervasive on MaxExchange remote computers
• Perform administrator functions without logging in as Master using the new Administrator Role
• Two-tiered security on Favorite Lists, Column Setups, and Search Catalogs
• Hide inactive User-Defined fields
• Assign separate rights for Import, Export and Transfer of records

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