Maximizer CRM 10 New Features Guide

Highlighted below are Wintec Group Inc.'s picks for the most significant new features and improvements found in Maximizer CRM 10. We welcome the opportunity to present a live demonstration of these features upon request.

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
  
  
• 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