Sydney, NSW, Australia, September 05, 2013 -- Some of the key features in the Maximizer CRM Summer 2013 release are designed to make it easier for Maximizer CRM clients to customise and view information. CRM software is only as valuable as the information that the users get out of it so it is essential for Maximizer CRM clients to communicate with technical solutions consultants on what information is required to allow them to set up the software correctly.

In Maximizer CRM, Key Fields lists are an important part that puzzle, as these lists ensure that the most important fields for Maximizer CRM clients entries are always readily accessible. Key Fields lists are collections of basic and user-defined fields that are displayed in the main entry dialogs in Maximizer CRM. Key Fields lists give Maximizer CRM client’s quick access to the most frequently-used fields without having to switch back and forth between tabs. This feature is especially useful in the new Address Book Details tab where, if the Key Fields is set up correctly, all of the Address Book data can be accessed without ever having to open up the User-Defined Fields tab.

In every previous version of Maximizer Web Access and Maximizer CRM Live, Key Fields could only be set up in the Administrator module. This made setting up and updating Key Fields lists inconvenient, because it meant having to contact the system administrator anytime changes needed to be made. It also placed an extra burden on the system administrator as the administrator was responsible for maintaining the Key Fields lists for every user in the organization. This now works by opening the Address Book Details tab in Maximizer CRM 12 Summer 2013 and clicking on a new “gear” icon next to the Key Fields drop-down menu. Clicking the icon will pop-up a new window that will gives Maximizer CRM clients access to the Key Fields Preferences interface where Key Fields Lists are created and updated. Maximizer users that are already familiar with the Key Fields lists Preferences dialogs in Maximizer Web Access Administrator or Maximizer CRM Live Administrator, won’t be surprised by the interface because it is essentially the same as what was previously only available in the Administrator module. In the main screen, new Key Fields lists can be created and modified and existing ones can be deleted. In the Key Fields List Details screen, users can specify a name and description, as well as the Full and Read Access settings for the Key Fields list. And in the Key Fields screen itself, users can add any field necessary to the Key Fields list, as users can move fields around and add separators to split up groups of fields.

It is also important to remember that for each Key Fields list, users can display different fields depending on the entry type that is selected. When setting up the Key Fields lists, users want to make sure that all necessary fields are added to the list for each of the different entry types that required for the Key Fields list. For each Key Fields list, users can specify different fields to be displayed depending on which type of entry being viewed or edited.

In order to make the most of the Details tab for Address Book entries, every single user-defined field in the Address Book need to be available in a Key Fields list. This way, the User-Defined Fields tab does not need to be opened at all, because all the fields are available right there in the Details tab. So, a good place to start when users set up key fields is to start with mandatory user-defined fields. By making sure that any user-defined fields that are flagged as “mandatory” appear in one of the Key Fields lists, it easier for anyone to set the required values when creating new entries.

Having two-level security on Key Fields lists means that administrators can make the Key Fields lists available to co-workers as well. Once a Key Fields list is set up change “Read Access” to “Public”, and the Key Fields list will be available for everyone to use. By changing the “Full Access” field to “Public”, any other user can modify the list as well. This way collaborate within the team is possible when setting up your Key Fields, and everyone can benefit from each other’s changes. With everyone pitching-in to craft the ideal set of Key Fields the burden won’t fall all on a single person anymore!

Maximizer CRM:
Maximizer customer relationship management software (CRM) is a completely integrated sales, marketing, customer service and support management solution that enables Maximizer customers to manage attractive prospects, provide rich customer engagement, and fuel business’s success anywhere, anytime.

Whether an entrepreneur, small or medium business, or a large enterprise with hundreds of employees and thousands of customers, Maximizer CRM has the right solution for all businesses! Maximizer offers cloud CRM for mobile sales forces and on-premise CRM that you can manage on site and is available in 7 languages (English, French, Spanish, Portuguese, Italian, German, Turkish and French), in over 60 countries, serviced by 4 regional offices and more than 100 partners, with 120,000 customers and over 1 million licensed Maximizer CRM users, this software allows businesses all around the world to effectively manage sales leads and customer databases.

Contact:
Melanie Lawlor
Maximizer CRM
Level 10, 815 Pacific Highway
Chatswood, NSW 2067
02 9957 2011
[email protected]
http://www.maximizer.com.au/