On December 19, 2013, MatrixMaxx released patch version 13.4.1
Generic enhancements and updates included:
- Tasks: Beta version of the reminder tickler.
- Now when you create a task, you may set a reminder email to ‘tickle’ you X days prior to the due date of the item.
- Like all auto-generated MatrixMaxx emails, it is stamped into communications for the recipient.
- Add CC’s to the reminder and if their emails can be found in the database, the email will stamp to their communications record, too.
- Meetings Summary Report and Discount Coupons: For users with both of these modules, the Summary Report now breaks down discounts so you can see basic negative adjustments separately from discount coupon usage.
- Communications:
- To avoid confusion the ‘MatrixMaxx E-Mail (CMS)’ option has been greyed out, so that it can not be manually chosen by staff. This type should only be used in the instance of integration with CMS systems
- Subject line has been lengthened
- If type is Meeting, then new Location and Attendee fields are available. (Attendee is also available for Type = Call)
- New help text on Notes section, to clarify use of this field
- New fields: Summaries of Resolved and Unresolved issues